AI-built workbooks with clickable citations, smarter CoAudit delegation, and folder uploads

New in CoAudit

Clickable citations in AI-produced Excel workbooks: When CoAudit builds an Excel workbook for you, individual cells can now include citations that link directly to the source document pages — the same click-to-open experience you get from a workpaper exported in Punchcard. Ask CoAudit to build you a workbook and it will wire up the citations automatically.
CoAudit can now delegate complex tasks to worker agents: For requests that require reading many files and authoring detailed evidence across a large workpaper, CoAudit can now hand off that exploration to a focused worker — keeping your conversation responsive while the heavy lifting runs. This capability was previously available only to administrators; it is now part of every task-mode CoAudit chat.
Filter workpaper rows by review state: CoAudit can now scope its reads and actions to only the rows you've flagged, validated, or haven't reviewed yet. Ask it to "look at only the flagged rows" or "re-run only unreviewed items" and it will target exactly that subset.
Automation re-runs preserve your reviewed work: CoAudit now correctly understands that re-running a workpaper automation never overwrites cells you've already validated or flagged — so you can safely ask it to refresh the rest of the workpaper without worrying about losing your review work.
Upgraded AI model: CoAudit chat now runs on an upgraded model with noticeably better accuracy on complex routing and multi-step tasks.

Drag folders and ZIP files into the chat: You can now drop a folder (or several folders at once), or a ZIP archive, directly into the CoAudit chat composer — all files inside are collected and uploaded as individual attachments. Previously only individual files could be dragged in.
Scroll position stays put when the AI finishes responding: When the AI completes a reply, your reading position is no longer snapped to the bottom of the conversation. If you scrolled up to read an earlier message, you stay there. The scroll-to-bottom button becomes highlighted with a bouncing arrow to signal that a new reply is waiting — clicking it or scrolling down clears the indicator.
Redesigned AI loading indicator: The indicator shown while the AI is generating a response is now a slim, solid bar pinned at the bottom of the conversation with an animated Punchcard mark and status text. It no longer lets transcript content bleed through behind it.

Simplified request status labels: Client-facing request statuses are now Outstanding, Returned, Submitted, and Accepted. The button clients use to submit work is now labeled Submit Request; when a request is already submitted, it shows Return to Outstanding instead. Both auditors and clients will see a one-time announcement on the board summarizing the label changes side-by-side.

Testing attribute name saves reliably on the memo page: Typing a name and then quickly reloading the page or closing the tab no longer silently discards the change — it now saves the moment you click away from the field.
ZIP file previews work correctly in CoAudit chat: Files extracted from an uploaded ZIP now preview correctly in the document pane instead of showing a fetch error.
PDF black-page recovery improved: Black or blank PDF pages are now detected and recovered from the moment a document opens, not only when navigating between pages.
Collective workpaper columns compute correctly across multiple files: A column configured to produce one shared result across all files in a datasource group now generates a single synchronized value and applies it to every file, rather than running independently per file.
Excel workbook delivery is more reliable: In rare cases, generating an Excel artifact could fail due to an internal step unrelated to the workbook's content. That step now fails gracefully so your workbook is still delivered.
Task breadcrumb segments no longer collapse: Breadcrumb text in the task header now maintains a visible minimum width instead of occasionally collapsing to nothing.