​
Overview

Team Files help you store and organize documents in one place. Upload files and let AI automatically process them to extract insights. Organization Files Pn

​
Accessing Organization Files

1

Navigate

Click “Personalization” in the sidebar
2

Upload

Drag and drop files or use the upload button
  • Single or bulk upload
  • Automatic AI processing and analysis
3

Organize

Review AI-generated summaries and organize into folders

​
Supported File Types

​
Documents

  • PDF: Documents with text extraction
  • Microsoft Word: .docx files
  • Images: JPEG/JPG files
  • Data Files: CSV and JSON formats

​
AI Processing Features

  • Summaries: AI creates executive summaries
  • Topic Extraction: Find main topics and concepts
  • Auto-Categorization: Automatically sort by content type
  • Search: Full-text search capabilities
  • Metadata: Extract file properties and information

​
Organization & Management

​
Categories

  • Research Documents: Papers, studies, technical documentation
  • Company Information: Pitch decks, financial reports, roadmaps
  • Templates: Document and email templates, SOPs
  • Reference Materials: Industry reports, guidelines, training materials

​
File Operations

  • Upload: Drag and drop or click to upload files
  • View: Click files to view and process them
  • Delete: Remove files when no longer needed
  • Organize: Keep files organized in your workspace

​
Collaboration & Sharing

​
Team Access

  • Files uploaded to your team workspace are available to team members
  • Access is controlled through your team’s organization settings
  • Files are processed by AI to extract insights and information

​
AI Integration

​
Knowledge Base Benefits

  • Files help AI understand your business context
  • Reference documents make AI responses more accurate
  • AI can find connections between multiple documents