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Overview

Extract content from Google Docs and use it to provide business context for your AI analysis. Ideal for:
  • Strategy documents and planning memos
  • Project requirements and specifications
  • Company playbooks and methodologies
  • Quarterly planning documents

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How It Works

  1. Link Documents: Connect documents from Google Drive to a Source or Source Group.
  2. AI Reads Context: When generating pulse summaries, the AI reads and incorporates the full text of the linked documents.
  3. Better Insights: Summaries are more informed by your business goals and strategies.

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Document Limits

Each Source or Source Group can have up to 3 external context documents linked.
PlanDocuments per Source/Group
All Plans3
Need More?Contact Us
Need more than 3 documents per source? Contact us at [email protected] to discuss your requirements.

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Linking Google Docs

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From Settings

You can manage all your linked external documents in the Context section of your settings.
  1. Go to Admin → Settings.
  2. Click Manage on the Context card.
  3. Use the External Documents view to see and manage linked files.
  4. Click Link Context File to add a new document.
  5. Select Single Source or Source Group as your target.
  6. Search and select a document from Google Drive.
  7. Click Link Context File to save.

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From a Source Page

  1. Navigate to a Source’s detail page.
  2. Find the External Context Documents section.
  3. Click + Add.
  4. Follow the same process as above (Source will be pre-selected).

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Best Practices

Link documents that directly relate to the data being analyzed. A project strategy document works better than a general company overview.
If multiple sources share the same business context (e.g., all marketing metrics), link the document to a Source Group rather than each individual source.
While AI can read long documents, keeping your context documents focused on key facts and strategies will yield the best results in pulse summaries.

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Troubleshooting

Each target (Source or Source Group) can have up to 3 documents. Remove existing documents or contact us for increased limits.
Ensure you’ve connected your Google account and the document is accessible. Try searching by name or scroll through recent files.
External context is read at the time of pulse generation. Changes to linked documents will be reflected in the next pulse.