What you can upload
Each file can be up to 50 MB. Whatever you upload, Cortex pulls out the words so the content becomes searchable, even a slide deck becomes text your agent can recall.
Say where it lives
If the file you are uploading lives somewhere, a SharePoint library, OneDrive, Google Drive, a Confluence page, paste that link into Link to the original in the upload window, and the version if you know it. Cortex keeps the copy you uploaded as the record of what was read, and keeps the link beside it, so a page that cites the document can also point at the live copy. The link does one more thing: when you upload a newer version of the same document later, Cortex recognises it as a revision of the earlier one, links the two, and shows what changed between them. See revisions on the inbox page.Say what it is
The upload window has a File as choice: Auto, General, Meeting transcript, Document or Agent conversation. Leave it on Auto and the filing pass first asks a cheap check whether the item is worth filing and which kind it is. Pick a kind and you have answered both questions yourself: the check is skipped, nothing is spent on it, and the item goes straight to that filing skill. You uploaded it on purpose, after all. The item’s log records “skill pinned by the caller” so you can see which route it took.What extraction does, and does not, do
Extraction reads the words. It does not try to interpret images, charts, or the visual layout of a page. If a crucial fact only exists as a picture, it will not be captured. For anything text-based, extraction is reliable.Duplicates
Upload the same file twice and Cortex recognises it rather than making a second copy. It points you back to the item you already have. This means you can re-upload without worrying about clutter. More on how duplicates are handled.Try it
- Open a brain’s Inbox and drag in a PDF.
- Open the new item and read the extracted text.
- Drag the same PDF in again and watch Cortex point you back to the first item.