Add sources

Sources are the data your AI agents work with. Upload documents, scrape web pages, paste text, or search the web to gather information for your project. Your content is automatically indexed and made available to agents.

To add sources, select Add in the Sources panel.

Upload files

Drag and drop files into the upload area, or select browse to choose from your computer.

Supported file types

Type	Extensions
Documents	.doc, .docx, .pdf, .txt
Spreadsheets	.xls, .xlsx
Presentations	.ppt, .pptx
Images	.png, .jpg, .jpeg, .webp

Limits

• Max size: 20 MB per file
• Simultaneous uploads: Up to 30 files at once

Excel files for charts and tables

Excel files are especially valuable—the AI extracts data and creates real, editable charts directly from your spreadsheets.

Best practices for Excel sources:

• Clear column headers — Help the AI understand what each column represents
• Labeled data ranges — Name your tables or use clear sheet names like "Revenue by Year"
• Multiple sheets — The AI searches across all tabs, so include all relevant data
• Financial models — Upload your models as-is; the AI finds the key metrics

When you upload an Excel file, the AI can:

• Create bar, column, line, and pie charts from your data
• Build tables with proper formatting
• Extract specific figures for text content
• Cite the source spreadsheet in the final deck

See Charts & tables for more details on how structured data becomes visualizations.

Add a website

1. Select Add in the Sources panel
2. Under Link, select Website
3. Paste the URL you want to scrape
4. Select Submit

The platform fetches the page content and adds it to your sources.

Automatic branding extraction

By default, the system automatically extracts branding information:

• Logo — Company logos are pulled from the site and can be used in your presentations
• Brand colors — The color palette is detected and can be applied to your deck theme
• Company background — History, mission statements, and other company information become available as sources

This means you can create a professionally-branded CIM or pitch deck without manually gathering brand assets. Just add the company's website as a source or include their domain in your prompt.

Scrape entire websites

You can scrape up to 150 pages from a single website. When you enter a URL, choose:

• Single page - Just the URL you entered
• Full site - Crawl and scrape multiple pages from the same domain

This is useful for company websites, documentation sites, news archives, and research publications.

Add a YouTube video

1. Select Add in the Sources panel
2. Under Link, select YouTube
3. Paste the YouTube video URL
4. Select Submit

The platform extracts the video transcript and adds it to your sources.

Paste text

1. Select Add in the Sources panel
2. Under Paste text, select Copied text
3. Paste your content into the text field
4. Select Submit

This is useful for content that's hard to upload or scrape, like text from emails, chat messages, or applications that don't export well.

Use pasted text for reusable context

Paste frequently-used information into sources once instead of repeating it in every prompt:

• Company background — History, mission, key milestones
• Team bios — Founders, leadership, advisory board
• Key metrics — Revenue, customers, growth rates
• Product details — Features, differentiators, use cases

Content in sources is citable (the AI can reference it properly) and reusable across all generations in your project. See Prompt vs. sources for guidance on what belongs where.

Meeting transcripts and notes

Meeting transcripts are excellent sources—they capture details that people say in conversations that might not appear in formal documents. If you use meeting recording software (Zoom, Teams, Otter, etc.), upload the transcript directly.

• Transcripts — Upload the full transcript from your meeting recording software
• Scanned notes — Handwritten notes can be scanned as PDF and uploaded
• Meeting summaries — Copy and paste key points from meeting notes

Deep Research

Deep Research uses AI-powered web search to automatically find and add relevant information to your project. It's like having a research assistant who searches the web, evaluates sources, and compiles the most relevant content for your deliverable.

How it works

1. Select Add in the Sources panel
2. Under Deep Research, select Search
3. Describe what information you need
4. The AI searches dozens of sources, evaluates relevance, and adds the best results to your project

Deep Research typically takes 3-5 minutes to complete. You'll see a progress indicator while it's running.

When to use Deep Research

Use Deep Research when you need information you don't already have:

Good for	Examples
Competitor intelligence	Company details, recent news, product offerings, funding history
Market data	Industry trends, market size, growth rates, analyst reports
Background research	Context that isn't in your uploaded files
Recent developments	Latest news, earnings, announcements
Public company data	Financials, SEC filings, investor presentations

Deep Research vs. manual sources

Use Deep Research when...	Upload manually when...
You need publicly available information	You have proprietary or internal documents
You want broad coverage quickly	You need specific documents cited exactly
You're researching competitors or markets	You have confidential data that shouldn't be searched
You want recent news and developments	You need historical documents from your files

Limitations

• Deep Research only finds publicly available information—it can't access paywalled content, private databases, or internal documents
• Results depend on what's indexed and available on the web
• Very recent news (last 24-48 hours) may not appear immediately

Managing results

After the search completes, review the sources that were added and delete any that aren't relevant. You can run additional searches if you need more information—each search adds to your existing sources.

External deep research reports

For comprehensive industry research, consider generating a deep research report from tools like ChatGPT, Perplexity, Gemini, or Claude and uploading it as a source. These external reports provide thorough coverage that complements your internal documents.

When to use external reports

Good for	Examples
Industry trends	M&A activity, market dynamics, regulatory changes
Competitor analysis	Detailed competitive landscape research
Market sizing	TAM/SAM/SOM analysis with supporting data
Sector overviews	Quarterly or annual market updates

Market overview workflow

To create a market overview or industry report quickly:

1. Run deep research reports on multiple AI tools (ChatGPT, Gemini, Claude)
2. Download all the reports
3. Upload them to your project as sources
4. Prompt Presentation Maker: "Create a 20-page market overview for [industry] in Q1 2026"

The system synthesizes all the research into a polished deck with proper citations.

How sources work

When you add sources to a project:

1. Processing - The platform extracts text, data, and images from your content
2. Indexing - Content is indexed and made searchable
3. Available to agents - All agents in your project can access and cite your sources
4. Citations included - When agents create deliverables, they cite your sources automatically

Processing typically takes 2-5 minutes. Very large or complex file sets may take up to 20 minutes.

Tips for large uploads

If you're uploading many files (such as an entire data room), keep these tips in mind:

• Upload in batches — For 50+ files, upload in smaller batches rather than all at once to avoid bottlenecks
• Be selective — Prioritize the most relevant documents rather than dumping everything; more focused sources often produce better results
• Expect longer indexing — Financial models and complex spreadsheets take longer to process than simple documents
• Isolate problem files — If indexing stalls, try uploading files one at a time to identify which file is causing delays