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Media AI Chat (Mobile)

Summarize and extract insights from docs.

Updated yesterday

Overview

You can chat with Taskade AI and ask questions about the contents of your files. Upload PDF, CSV, and Doc attachments and ask questions to uncover valuable insights.


Start a Media Chat

  • Go to your workspace/folder.

  • Tap the 🗂️ Media tile at the top.

  • Tap the three dots ··· next to the file you want to use for the chat.

  • Choose 🤖 Ask AI from the list.

  • Type your questions or use the suggested prompts.

  • (optional) Tap ✨ to show prompt templates in your conversations.


Use Media Chat Output

You can quickly use insights generated by Media AI Chat.

  • Start a conversation with a document (see the previous section).

  • Tap the three dots ··· next to a generated text.

    • (2) Tap Copy to save the text to the clipboard.

    • (3) Tap Create Project to turn the generated text into a new project.

Use Cases

Not sure where to start? Check these ideas for interacting with your documents:

🤹 Use Case

💬 Description

Summarize & analyze content

Upload long documents (e.g., contracts, reports) and ask AI to summarize key points, highlight important sections, or provide an overview of the content.

Extract insights

Upload financial or project documents to analyze trends, identify outliers, or generate insights like summarizing sales data or tracking expenses.

Optimize task management

Upload project plans or task lists to ask AI for prioritization, identifying bottlenecks, or suggesting ways to optimize workflow and meet deadlines.

Analyze customer feedback

Upload customer reviews or feedback and ask AI to identify common themes, sentiment, or generate a summary of overall customer satisfaction.

Track personal goals & habits

Upload goal-setting documents or habit trackers to analyze progress, offer suggestions, or recommend strategies for staying on track.

Review study materials

Upload study notes or textbooks and ask the AI to summarize chapters, quiz on key concepts, or help you prepare for exams by highlighting important material.


😊 Helpful Links

🤖 Taskade AI Essentials


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