Documents & Files

Every file has a category. The category is the join key that decides which templates can process the file, which automation tagged it, which case it joins, and which audiences see it.

Upload a file when creating a new case (drag-drop or browse), or attach one to an existing case from the Edit Case form. A category is required either way.

Categories are created when you set a template's output category — type a new name and the category is created and linked. Color and audience visibility for each category are managed from the workspace settings drawer.

Static files are uploaded manually. Stream files come from Gmail or Drive automations. After ingestion they flow through the same extraction and case-routing pipeline.

Every ingested file keeps source metadata — the automation that produced it, the Gmail message ID, the Drive file ID, the timestamp. You can change a file's category any time from Edit Case mode without losing that history.