🤔 How It Works

Transform the way you interact with your documents. You can now engage in productive Q&A sessions with Taskade AI and ask questions about the contents of uploaded files and attachments. Follow the steps below to get started.

 

🟢 Method #1: AI Chat

  1. Open your workspace / folder.
  2. Click the arrow next to the ➕ New Project button new-project-button.png.
    • Method #1: Choose Import and Summarize Document with AI.
    • Method #2: Choose Import and Convert Spreadsheet with AI.
  3. Click ➕ Create Project.
  4. Start asking questions about the document!

ai-chat-qa.gif

 

🟠 Method #2: Attachments

  1. Open your workspace / folder.
  2. Select a node / task and click the ➕ Add-ons button on the right.
  3. Upload your PDF or CSV files using one of the available methods.
  4. Hover the mouse cursor over the uploaded attachment and click 🤖 Ask AI.
  5. Type your questions in the pop-up menu to start a conversation.

ai-file-chat.gif

 

🔵 Method #3: Media Manager

  1. Open your workspace / folder.
  2. Navigate to the Media tab at the top.
  3. Hover the mouse cursor over a file and click 🤖 Ask AI.
  4. Type your questions in the pop-up menu to start a conversation.
💡 Note: You need to upload files and documents into a project to see them inside the media manager. Visit 📎 Upload Files / Attachments to learn more.

ai-media-manager.gif

 

🎯 Get Our Apps

🤖 Android app: Google Play Store

🍎 iPhone app: Apple App Store

🦊 Firefox Extension: Firefox Add-Ons

👩‍💻 Chrome Extension: Chrome Web Store

💻 Mac, Linux, Windows apps: taskade.com/downloads

😊 Questions or Suggestions?

💌 Our Official Blog: blog.taskade.com

🚌 Taskade Updates: taskade.com/v/B1Q8lMxIfG

☎️ Contact Us: taskade.com/contact

🐧 Follow Us: twitter.com/taskade

🗣️ Feedback Channel: taskade.com/feedback

Use Taskade with your team to start collaborating right away! Chat, organize, and get things done, together.