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Attaching source material

Attaching source material

Attach images, PDFs and documents so the AI actually reads them as source for a draft.

Beginner-friendly

4 min read

AI Chat


If you already have material, you do not have to explain it all from scratch. Attach a file to a chat message and the AI actually reads it, using the content as context and source. For example, attach an RFP and say “draft a proposal from this RFP” to get a first version that reflects its requirements.

Attachment

A file sent along with a chat message — an image, PDF or document the AI uses as source.

RFP (request for proposal)

A document a client or agency sends listing what they want proposed. It is the best starting point for writing a proposal.

Vision

The AI’s ability to “see” an image or PDF — understanding figures, charts, tables and layout.

Attach file

Type instruction

AI reads & applies

Draft ready

“Draft a proposal from this RFP” — from attachment to draft.

Attach a file, then send one of these alongside it

RFP → proposal

Draft a proposal from this RFP

Match brand tone

Write the intro copy to match the tone in the attached brand guide

Sketch → prototype

Build this hand-drawn screen as a prototype

Read a table

Pull the key figures from the table in the attached PDF into a slide

What file types work?

  • Images (PNG, JPG, …): read visually so the AI understands figures, charts and screenshots.

  • PDF: read visually, including tables and layout across the whole document.

  • Text & office files: extracted text is used as source material.

Brand guidelines, competitor decks, meeting notes and even a photo of a hand-drawn wireframe make good inputs. Pair the file with an instruction like “match this tone” or “build this screen as a prototype”.

Dropping a file with no message leaves the AI guessing. Always add a line saying what to do with it, e.g. “use this to …”.

For material you need in just this conversation, a chat attachment is easiest; for documents you will keep referencing throughout the project, see the note below.

If you want many documents available as standing reference across the whole project, consider the knowledge base artifact instead of a one-off chat attachment. See Importing files for bringing files into a project.

Does the AI really read the file, or just its name?

It really reads the content — images and PDFs via vision, and text/office files by extracting their text as source.

Can I attach several files at once?

Yes. Attach related files together, then instruct “combine these to …” so it draws on all of them.

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