Uploading documents

Use Upload in the sidebar, or the Add documents step when you create a workspace. PDF, Word, Excel, PowerPoint and scanned pages all work, up to 10 MB each on the pilot plan.

What to upload first

• Proposals you have won. These teach the Writing desk your voice.
• Annual reports and donor reports.
• Registration certificate, audited accounts, key policies.

What happens to a file

1. It is stored privately in your workspace.
2. It is read to text. Scanned pages are read by a vision model.
3. Names of beneficiaries, phone numbers and ID numbers are masked in the copy the AI reads. The original is not changed.
4. Facts are taken from it into the fact sheet, unverified until a person confirms them.
5. It is indexed, so the chat and Search can find passages in it.

Keeping a file away from the AI

Open the file and turn off Send to AI. It stays in storage, but it is not read, indexed or used for facts.

Folders

Library is what Afrant learns from. Applications holds files for grants in progress, Awards holds award letters and reports, Prospecting holds calls you saved, and Archive is for what you no longer need.