Team Files

Team Files lets you upload documents to your team's storage. These files become searchable knowledge that AI agents can reference when running workflows.

What are Team Files?

Team Files are documents uploaded to your team's knowledge base. When you upload a file:

Use Team Files for company policies, style guides, product documentation, reference materials, or any text content your agents need to access.

Uploading Files

How to Upload

Supported File Types

Team Files currently supports text-based files:

File Size Limit

Maximum file size: 1 MB

Processing

After upload, files are processed automatically:

Each file receives a unique slug (e.g., #blog-rules) that agents can use to reference it directly.

Managing Files

Viewing Files

The Files page displays all uploaded files with:

Click on a file to view its metadata, AI-generated summary, and download the original content.

File Status

Files can have the following status:

If summarization fails, use the Regenerate Summary action to retry.

Searching Files

Use the search bar on the Files page to find files by:

Deleting Files

Deleted files are permanently removed and cannot be recovered.

Editing Summaries

You can manually edit a file's AI-generated summary if needed:

This is useful when the AI summary misses important details or you want to emphasize specific information.

Using Files with AI

How Agents Access Files

When an agent runs, it can search your team's knowledge base to find relevant files. The agent sees:

Agents use this information to inform their responses and actions.

Always in Context

You can pin important files to be always in context. Pinned files are automatically included in every agent run, without requiring a search.

Use this for:

To pin a file:

Files vs Connections