Document Analyzer

Attach a document or spreadsheet to the AI Bar and ask about it — summaries, key terms, data extraction — or turn a spreadsheet into contacts.

Steps

1. Open the AI Bar (Ctrl+K) and click 📎, or drag the file onto the bar. Up to 3 files, 15 MB each.
2. Accepted: .xlsx, .xls, .csv, .ods spreadsheets; .docx, .pdf, .txt documents; and images (jpeg, png, gif, webp).
3. A chip shows what was read — for a spreadsheet, every sheet and its row count — so you can tell it picked up the right thing before asking anything.
4. Ask your question: "summarise this", "what are the payment terms", or for a spreadsheet "import the Mark sheet as contacts".
5. An import always previews first (rows, which column maps to which field, how many rows lack an email) and writes nothing until you confirm.

Good to know

• Attachments stay for the whole conversation, so "now import it" works as a follow-up. They are cleared when you close the bar.
• After importing a list you can say "research the ones missing an email" to enrich them, then "write emails to that list about <your offer>" to draft an outreach sequence (created as a draft — nothing sends until you activate it).
• Messy research sheets are handled: a cell holding "(302) 555-1212 / info@acme.com" is split into Phone and Email, and notes columns become custom fields.
• A .docx or .pdf is read as text for questions — only spreadsheets can be imported as contacts.

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