Supported file types
Upload any of the following file types to a project and the AI can work with them immediately. Conversion to searchable markdown happens automatically in the background — you do not need to pre-process or reformat anything.Scanned PDFs that contain only images are not yet supported for text extraction. Use a PDF that has a text layer, or run the document through OCR before uploading.
What the AI can do with files
The AI interacts with your project’s files through four discrete tool capabilities, each of which runs as a real, auditable tool call — not a background prompt injection.Search Documents
Ask the AI to find every clause, paragraph, or data point in a file that is relevant to your question. The search runs against the converted markdown, so it covers the full document even if it spans hundreds of pages.
Read & Summarize
Direct the AI to read a specific section — a contract clause, an exhibit, a cover memo — and summarize or analyze it. Responses include the source file name and section so you can verify the reference.
Query Spreadsheets
Ask questions against rows and columns in natural language: “What is the total revenue for Q3?” or “Which line items exceed the contingency budget?” The AI translates your question into a structured query against the spreadsheet data.
Convert to Markdown
PowerPoint decks and formatted Word documents are converted to clean, searchable markdown automatically on upload. You can also ask the AI to surface the converted text of a specific file so you can copy and reuse it downstream.
How to add files to a project
1
Open the project's Files tab
Navigate to your project in the sidebar and click the Files tab at the top of the project view.
2
Upload your documents
Drag files into the upload area or click Upload Files to browse. You can upload multiple files at once. Supported formats are processed automatically — a status indicator shows when conversion is complete.
3
Confirm the AI can see the files
Once a file shows a green Ready badge, it is available for the AI to use in any conversation in the project. Start a conversation and ask the AI a question that references the document to confirm.
4
Enterprise: connect cloud storage
On Enterprise plans, files can be sourced directly from your organization’s SharePoint or Google Drive site. Connect your cloud storage in Project Settings → Integrations, and the AI can query those files without requiring a manual upload step.