Static files vs stream files
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.
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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.
The two intake paths
Static — manual upload
You drag a file into the Create New Case modal, or use the Upload File section in Edit Case. You pick the category yourself from a dropdown — there is no "Auto" option for manual uploads. The file is ingested immediately.
Use static for one-off documents and exceptions to your normal workflow.
Stream — automation-driven
A Gmail or Drive automation watches a source for new files. When a match arrives, the automation tags it with the configured category and runs the configured extraction template — no human in the loop. The category comes from the automation itself or falls back to the category on the linked template's source. Automations fail closed: if either the category or the template fails to resolve, the file is skipped and never lands in a case — no AI guess, no default fallback.
Use stream for recurring document flows: vendor invoices via email, COIs dropping into a Drive folder, scanned permit applications from a mailroom process.
Both end in the same place
Once ingested, the rest is identical: extraction runs against the matching template, the file is routed to a case (existing or new) by its identifier, and it appears in the case-detail Files section as a colored chip.