Document Node (Beta)

Upload PDFs, Office files, and more — the node indexes them so you can chat about their content.

Last updated: July 6, 2026

The Document Node brings your files onto the canvas. Drop in a PDF, spreadsheet, or presentation and it's uploaded, converted, and indexed so connected chats can read it.

Also referred to as the "File Node" — its type ID and this page's URL are unchanged.

Supported files

Documents: pdf, doc, docx, rtf, txt, md, html
Presentations: ppt, pptx
Data: xls, xlsx, csv, json, xml

Adding a document

You can add a document three ways:

Press D (or pick the file icon from the toolbar) and choose a file
Right-click the canvas and use the Add menu
Drag and drop a file directly onto the canvas

The file uploads and starts indexing automatically as soon as it's added.

Processing states

The node shows its progress:

Starting... — upload is beginning
A progress indicator while the file is processed and indexed
An error state with a Retry button if something fails
Ready — processing is complete, with buttons to open the converted .md and the .pdf

Failed uploads don't retry automatically — click Retry on the node.

PDFs show an inline preview in the node. Non-PDF files show a file-type badge and a Reveal in Folder button to locate the original on disk.

Chatting about the document

Connect the document node to a chat node (or @-mention it from a chat) and its content becomes context.

You can chat about a document immediately — you don't need to wait for processing to finish. Only RAG mode requires processing to be complete, since it depends on the index.

For large documents, RAG mode is the recommended way to chat: it retrieves only the relevant chunks instead of sending the whole file.

Use cases

Research — load a folder of papers and use RAG mode to ask questions across all of them without blowing up your token budget.
Writing — attach your source material (interviews, reports) and draft with a chat that can cite it.
Studying — upload lecture slides (pptx) and readings, then generate summaries and practice questions.
Content creation — turn a long PDF report into a thread, script, or newsletter with a connected chat.
Planning — drop in spreadsheets (xlsx, csv) of budgets or timelines and ask the AI to spot risks or summarize totals.

Document Node (Beta)

Upload PDFs, Office files, and more — the node indexes them so you can chat about their content.

Last updated: July 6, 2026

The Document Node brings your files onto the canvas. Drop in a PDF, spreadsheet, or presentation and it's uploaded, converted, and indexed so connected chats can read it.

Also referred to as the "File Node" — its type ID and this page's URL are unchanged.

Supported files

Documents: pdf, doc, docx, rtf, txt, md, html
Presentations: ppt, pptx
Data: xls, xlsx, csv, json, xml

Adding a document

You can add a document three ways:

Press D (or pick the file icon from the toolbar) and choose a file
Right-click the canvas and use the Add menu
Drag and drop a file directly onto the canvas

The file uploads and starts indexing automatically as soon as it's added.

Processing states

The node shows its progress:

Starting... — upload is beginning
A progress indicator while the file is processed and indexed
An error state with a Retry button if something fails
Ready — processing is complete, with buttons to open the converted .md and the .pdf

Failed uploads don't retry automatically — click Retry on the node.

PDFs show an inline preview in the node. Non-PDF files show a file-type badge and a Reveal in Folder button to locate the original on disk.

Chatting about the document

Connect the document node to a chat node (or @-mention it from a chat) and its content becomes context.

You can chat about a document immediately — you don't need to wait for processing to finish. Only RAG mode requires processing to be complete, since it depends on the index.

For large documents, RAG mode is the recommended way to chat: it retrieves only the relevant chunks instead of sending the whole file.

Use cases

Research — load a folder of papers and use RAG mode to ask questions across all of them without blowing up your token budget.
Writing — attach your source material (interviews, reports) and draft with a chat that can cite it.
Studying — upload lecture slides (pptx) and readings, then generate summaries and practice questions.
Content creation — turn a long PDF report into a thread, script, or newsletter with a connected chat.
Planning — drop in spreadsheets (xlsx, csv) of budgets or timelines and ask the AI to spot risks or summarize totals.

Document Node (Beta)

Supported files

Adding a document

Processing states

Chatting about the document

Use cases

On this page

Document Node (Beta)

Supported files

Adding a document

Processing states

Chatting about the document

Use cases

On this page