Documents & Files

Grid-level documents

Grid-level documents are files that belong to the entire grid. They're uploaded once and can be referenced in any column's AI prompt.

When to use grid-level documents:

• A company overview PDF that all your columns might reference
• A brief or spec document that gives context for the whole analysis
• A dataset, report, or contract that multiple columns will extract from

How to upload

1. Click the Settings icon in the toolbar
2. Open the Documents section
3. Click Upload and choose your files

You can upload up to 50 documents per grid. Supported file types:

• PDF (including scanned/image-based PDFs)
• Microsoft Word (.docx)
• Microsoft PowerPoint (.pptx)
• Images (.jpg, .jpeg, .png, .webp)

OCR (optical character recognition) is used to read scanned documents and images — even a photo of a printed page works.

Referencing documents in column prompts

Uploading a document doesn't include it in processing automatically. You must explicitly reference it in a column prompt using @ — see Columns for @mention syntax.

Based on @Q4 Earnings Report, what was the year-over-year revenue growth?

Using @Product Spec, list the three most important technical requirements.

According to @Interview Transcript, what was the candidate's answer to the culture fit question?

To reference all uploaded documents at once:

Based on @All Documents, identify the common themes across all the reports.

The @ mention dropdown in the column prompt field shows two sections:

• Columns — other columns in the grid (inject row-specific cell values)
• Documents — uploaded grid-level files (inject document content)

Both types of @mention work the same way and can be combined in a single prompt:

For @Company Name, and based on @Due Diligence Report, summarize the key investment risks.

Cell-level documents

You can also attach a document to an individual cell. This is useful when each row has its own distinct document — for example:

• A grid of job applicants where each row has its own CV
• A grid of contracts where each row has its own PDF
• A grid of research papers where each row is a different article

To attach a document to a cell, click the cell to open it, then use the attachment option. Once a document is attached, AI columns can reference it alongside the grid-level documents.

Privacy when sharing

Grid-level documents are not exposed when you share a grid publicly. Viewers see the cell content that was generated from those documents, but cannot access, download, or view the source files.