From login to a finished result — in six short steps. No technical knowledge required, Workestral asks specifically whenever it needs more information.
Open /login with the credentials from your invitation email (you set your
password there the first time). If Workestral was just installed and no user exists yet,
the app automatically redirects to the initial setup at /setup.
On the dashboard, describe what you need in your own words — e.g. "Compare the pricing models of three competitors and summarize the differences in an Excel table." Alternatively, pick one of the ready-made templates from six topic areas, or speak the prompt into the microphone (🎤) — Workestral automatically detects when you're done talking.
On the next page, add URLs or files as sources if needed, choose the output language, and optionally enable recurrence (monitor) or emailing the result. Workestral automatically highlights what it already recognized from your prompt and what else might make sense — if a source your prompt explicitly relies on is missing (e.g. a mentioned file), the analysis flags it directly.
Workestral shows the planned steps (e.g. Research → Extraction → Report). Individual steps can be disabled before starting — directly in the plan or by telling the chat ("Turn off the send-email step"). Then you start execution.
Steps run one after another; the status of each step (pending, running, done, failed, skipped) updates live. The chat assistant knows the current run and answers questions about it directly in context.
The finished result is ready for download (e.g. as a Word, Excel or PowerPoint file), was emailed if configured, or is available via a fixed feed URL if you enabled recurrence. Use "New task" to start the next one right away.
The web interface is the main way to use Workestral — no installation needed, just open the address your administrator gave you in a browser.
Alternatively, a standalone Windows application is available with the same workflow — including chat, microphone and voice output. One advantage there: local folders or entire Visual Studio solutions can be added directly as a source for a task, without uploading them manually first.
Tip: Not sure what's possible? The chat assistant (✦ button, bottom right) helps on every page and knows the current context. More examples and ideas for everyday use are in Tips & Tricks Examples.