Explore with AI lets you set up an assignment by describing it in your own words. The AI takes the details from your description, only asks about what's still missing, and then generates your Balance Sheet, Cost Projection, or both, usually within minutes.
How to start
Click Request a trip in the top right corner and select New assignment.
On the Set up the assignment page, go to Explore with AI and choose what to generate: Balance Sheet, Cost Projection, or Both.
Click the arrow to continue.
If you prefer to fill in every field yourself, choose one of the options under Or set it up manually instead. See How to submit a new assignment request in WorkFlex.
Step 1: Describe your assignment
You'll see an example sentence with highlighted parts: who, where, when, how long, the salary and accompanying family. Click any highlighted part to replace it with your own details, or write your own description. Then click Read & fill.
The more you include, the fewer follow-up questions you'll get. You can write in English, German, French and many other languages.
To start from an earlier request, go to Reuse a recent assignment and click Repeat. This keeps the same structure so you only need to change the details.
Step 2: Answer the remaining questions
The AI tells you how many answers it took from your description and then asks about the rest, one short question at a time.
Assignee: The AI looks for the person you named in your employee list. If it can't find them, click Choose or invite to select the right employee or invite them. The rest of your description carries over. If you don't select anyone, the request stays unassigned and the assignee is shown as unknown on the documents and notification emails.
Answering: Depending on the question, fill in the fields shown (for example the work address), click one of the suggested answers, or type your own answer in the message box.
Allowances and benefits: The options most likely to apply to your assignment are shown first. Click to add them, or search the full list. Switch on the ones that apply and enter the amounts.
The panel on the right keeps you up to date as you go:
Setup progress shows how many questions are answered and how many are left.
Documents shows the status of each document you selected.
Assignment summary fills in home and host country, duration, assignee, accompanying family, home base salary and benefits as you answer. Anything still missing is marked Missing.
To change an earlier answer, click the pencil icon next to it, or simply tell the AI in the chat, for example “Change the salary to €100,000”. You can also click Switch to the form at any time to continue in the manual form.
Step 3: Generate your documents
Once all questions are answered, setup progress reaches 100%. Check the summary, then click Everything's final — generate the documents. When the documents are ready, download them from the Documents panel on the right.
Making changes after generating
You can keep chatting after your documents are generated. For example:
Type a change, such as "salary is 100k", or click the pencil icon next to an answer. The AI then regenerates your documents.
Ask how a particular figure was calculated, and the AI will explain it.
Your progress is saved automatically. When you click Exit, the request is saved as a Draft on the Assignments tab, and you can come back to it later.
Automatically generated Balance Sheets and Cost Projections
Balance Sheets and Cost Projections are now generated automatically, whether you use Explore with AI or the manual form. They're created in the background as soon as your request is submitted, usually in under a minute, with no extra steps.
Each document comes as a PDF and an Excel file, so you can review the calculations or make your own amendments.
You'll find them in the Documents tab of the assignment, marked with an AI Automation (Beta) tag.
You'll also get an email for each document once it's issued. Click View documents in the email to open it in WorkFlex.
Note: The figures are calculated automatically, based on the compliance logic developed by our compliance experts, so you can work with them right away. If you have a question about a specific figure, ask the AI in the chat to explain it, or contact our compliance experts through the Chat tab of the assignment.