Chief of Staff
Get and send documents
Download what your Chief of Staff creates, save it to your knowledge base, and send it files to work from.
Your Chief of Staff does real work, so you need to get things in and out of it. You can download what it writes, save it to your knowledge base, and hand it files to work from.
Download what it writes
When your Chief of Staff produces a document in chat, hover over the finished reply and an action row appears beneath it. From there you can:
- Copy the text.
- Download it as a Word document, PDF, Markdown, or plain text.
- Save to KB so it is filed and searchable in your knowledge base.
Find it later in your knowledge base
Anything saved to your knowledge base shows up on the Knowledge Base tab of your Chief of Staff, which lists your 100 most recent documents with a search box. From there you can open a document and download it again in any of the same formats. This is the place to keep deliverables you will come back to.
To add your own document there, click Add a document and choose a PDF, text file, spreadsheet, photo or screenshot. For Word files, slides or audio, use the upload in the Knowledge Base app. You can also email documents in: your Knowledge Base has its own email address, found in the Knowledge Base app under Settings, Email Capture.
Send it a file, a photo or a screenshot
You can hand your Chief of Staff a document or a picture to work from.
In the chat, tap the + button under the message box and choose Photo or screenshot or File or contact list, or drag a file straight into the chat. A few things to know:
- Photos and screenshots work, including iPhone photos (HEIC). Your Chief of Staff reads the picture, including any text on it, and talks about it like any other document. Reading a picture uses a little of your AI allowance.
- PDF, Excel, text, Markdown, CSV, JSON and HTML files are accepted. Word files are not, so save them as PDF first.
- Each file can be up to 4 MB. Large photos are made smaller automatically before they are sent. You can add up to five at a time.
- An uploaded file or picture is also saved to your knowledge base, so it stays searchable later.
- A contact list (an iPhone or iCloud .vcf file, or a spreadsheet or CSV of names, emails and phone numbers) belongs in your CRM, not the knowledge base. The chat shows how many people are in it and a few names, and Add all to my CRM adds them as people you know personally; anyone already in your CRM is left as is. If the CRM cannot take the file from the chat, it offers Open the CRM import instead, where you choose the same file.
To work from something already in your knowledge base, tap +, then From your Knowledge Base, search for it, select it, and click Attach.
In a connected channel like Telegram or Slack, forward it a document with a request like "summarize this." It reads the file, answers, and adds the document to your knowledge base so it stays searchable.