Add your first sources
Step three of the onboarding wizard asks for your key business documents. Everything you add here becomes part of your Brain, which is the only thing your team reads before it answers. A team with no sources gives generic advice; a team with your SOPs answers from your business.
Choose what to upload#
Start with the documents that best describe how your business operates today. You do not need to upload everything at once — focus on the most useful files first and add more over time.
Good starting documents include:
- Standard operating procedures (SOPs) — how your team does things today
- Organization charts — who does what and how teams are structured
- Process maps or flowcharts — visual descriptions of business workflows
- Financial summaries — revenue reports, cost breakdowns, or budget documents
- Marketing materials — brochures, pitch decks, or brand guidelines
- Customer data — anonymized customer lists, survey results, or feedback reports
Prioritize documents that describe repeatable processes. These are the areas where AI-powered automation has the biggest impact.
Check the format and size#
The platform accepts the following file types:
- Documents: PDF, DOCX, TXT
- Spreadsheets: XLSX, CSV
- Images: PNG, JPG, JPEG
Maximum file size is 25 MB per file. If you have a larger document, split it into sections or contact your Advizr team for help.
Upload during onboarding#
The wizard shows a drop zone where you can drag files from your computer or click to open a file browser.
You can upload multiple files at once. Each file is processed individually.
A progress indicator shows each file being uploaded and processed. Once complete, you will see a confirmation and can continue to the next step.
You should now see each file listed with a confirmation that processing is complete, and the wizard ready to advance to booking your kickoff call.
You can add more sources at any time from the Sources tab in Brain.
How your team uses what you add
A source you add is processed and indexed into your Brain. From then on your team reads it when answering, and cites it so you can check the answer against the original. Workflows built for you pull context from the same place. Your sources are never shared with other clients: they stay in your isolated database, reachable only by your team and your assigned Advizr staff. See Data and privacy.
If something goes wrong#
- A file is rejected on upload. Check it is one of the supported formats above and under 25 MB. Export oversized files in sections, or ask your Advizr team to handle the import.
- The upload stalls or fails partway. Refresh the page and try again — files that already completed stay uploaded, and the wizard resumes at the same step.
- Processing seems stuck. Large files can take a few minutes. If a file shows no progress after ten minutes, remove it and upload it again.
- You added the wrong file. Add the correct version and remove the wrong one from the Sources tab in Brain.
Still stuck? Message your FDE in Interact with your browser, a screenshot, and when it happened.