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