External Context is available on all plans. Contact us for higher document limits.
Overview
External Context allows you to link Google Docs and Google Sheets to your Sources or Source Groups. When AI generates pulse summaries, it uses this additional context to provide more relevant and informed analysis. For example, if you have a marketing strategy document or a definitions spreadsheet, linking it as external context helps the AI understand your data better and generate more actionable insights.How it Works
- Link Documents: Connect Google Docs or specific Google Sheets tabs to a Source or Source Group
- AI Reads Context: When generating pulse summaries, the AI incorporates this external context
- Better Insights: Summaries are more relevant because the AI understands your business context
Document Limits
Each Source or Source Group can have up to 3 external context documents linked.| Plan | Documents per Source/Group |
|---|---|
| All Plans | 3 |
| Need More? | Contact Us |
Supported Document Types
| Provider | Document Types |
|---|---|
| Google Sheets | Individual sheet tabs within a spreadsheet |
| Google Docs | Full documents |
| Notion | Coming soon |
| Confluence | Coming soon |
When linking a Google Sheets file, you select a specific sheet tab rather than the entire spreadsheet. This ensures the AI receives focused, relevant context.
Linking External Context
From Settings
- Go to Settings → Sources section
- Click the External Context card
- Click Manage next to Google Drive
- Click Link Context File
- Select Single Source or Source Group as your target
- Search and select a file from Google Drive
- For spreadsheets, select the specific sheet tab
- Click Link Context File to save
From a Source Page
- Navigate to a Source’s detail page
- Find the External Context Documents section
- Click + Add
- Follow the same process as above (Source will be pre-selected)
Assignment Options
Documents can be assigned to:- Single Source: The context applies only to pulses from that specific source
- Source Group: The context applies to all sources within the group
- Documents attached directly to that source (“Direct” badge)
- Documents inherited from any groups the source belongs to (“via Group Name” badge)
Best Practices
Keep context focused
Keep context focused
Link documents that directly relate to the data being analyzed. A glossary of metric definitions or a strategy document works better than a general company overview.
Select specific sheet tabs
Select specific sheet tabs
When linking spreadsheets, choose the specific tab that contains relevant definitions or context. This keeps the AI focused on pertinent information.
Managing External Context
Viewing Documents
All linked documents are visible in:- The External Context card in Settings
- The Source detail page (showing both direct and inherited documents)
Removing Documents
Click the trash icon next to any document to remove it. Documents inherited from Source Groups must be managed at the group level.Reassigning Documents
To move a document from one Source to another, remove it and re-add it to the new target.Troubleshooting
Document limit reached
Document limit reached
Each target (Source or Source Group) can have up to 3 documents. Remove existing documents or contact us for increased limits.
Can't find my file
Can't find my file
Ensure you’ve connected your Google account and the file is accessible. Try searching by name or scroll through recent files.
Changes not reflected in AI summaries
Changes not reflected in AI summaries
External context is read at the time of pulse generation. Changes to linked documents will be reflected in the next pulse.
Request Higher Limits
Need more than 3 documents per source? Let us know your requirements.