Skip to main content

Using File Attachments

Upload files to get coaching on specific documents, calls, or situations.

Updated yesterday

Supported File Types

Type

Extensions

Use Case

PDF

.pdf

Proposals, contracts, presentations

Word

.doc, .docx

Documents, reports, meeting notes

Excel

.xls, .xlsx

Pricing sheets, account data

Text

.txt, .md

Call transcripts, notes

URLs

Web links

Competitor sites, LinkedIn profiles

How to Attach Files

  1. Click the πŸ“Ž attachment icon in the chat input

  2. Select your file or paste a URL

  3. Wait for the file to process (you'll see a preview)

  4. Type your question and send

Best Practices

For Call Transcripts

"Review this discovery call transcript and tell me what I missed. What questions should I have asked?"

For Proposals

"I'm sending this proposal tomorrow. What's weak about it and how can I strengthen the pricing section?"

For Emails

"Critique this cold email and give me 3 improved versions"

For Competitor Sites

"Analyze this competitor's pricing page. How should I position against them?"

File Processing

When you upload a file:

  1. Content is extracted and analyzed

  2. The AI receives relevant context

  3. Your question is answered with file context

Large files may take a moment to process. You'll see a progress indicator showing stages like "Uploading...", "Processing...", and "Extracting text...".

File Size Limit

Files must be under 5MB. If your file is larger, consider splitting it into smaller sections or extracting the most relevant portions.

Did this answer your question?