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Media Tab

Use Taskade AI to chat with files, summarize key points, and extract data.

Updated yesterday

Overview

The Media Tab allows you to upload and browse media files, and instantly start Q&A sessions with Taskade AI. Here's everything you need to know.


Open the Media Tab

  • Open your workspace/team.

    • (method 1):

      • Click the ˅ arrow next to the name of the space.

      • Choose Media from the drop-down list.

    • (method 2):

      • Click Media in the navigation menu (sidebar) on the left.


Upload to Media Tab

  • Go to the Media Tab (see the previous section).

    • (method 1): Click Upload to add files from your device.


  • (method 2): Click Import to add files from cloud storage.

💡 Note: The Media Tab will also aggregate files and documents you upload into projects. Visit 📎 Upload Files / Attachments to learn more.


Chat With Your Documents

  • Open your workspace / folder.

  • Navigate to the Media Tab at the top.

  • Hover the mouse cursor over a file and click 🤖 Ask AI.

  • Type your questions in the pop-up menu to start a conversation.

💡 Note: To chat about multiple PDF documents, you need to create a custom agent and upload your PDFs. Visit Custom AI Agents to learn more.


Download a File / Copy Link

  1. Open your workspace / folder.

  2. Navigate to the Media Tab at the top.

  3. Right-click any of the files to open it inside the Media Tab.

    • Click Download to download the file to your device.

    • Click Copy Link to copy an internal link to the file.

    • Click Ask AI to start a new Q&A session.


Manage Media

  • Navigate to the media tab.

  • Hover the cursor over the file you want to convert.

  • Click the three dots ··· next to the name of the file.

  • Choose one of the options from the drop-down list:

    • 1) Resync AI: Reprocess the file to extract new insights/fix issues.

    • 2) Create project: Turn the media file into a new Taskade project instantly.

    • 3) Edit: Change the file name/description.

    • 4) Delete: Permanently remove the file from your workspace.


Agent Media Backlinks

Use files and documents in the Media tab to fine-tune your custom AI agents. Here's how you can check which agents are using the files as their knowledge:

  • Navigate to the media tab.

  • Click the Link button under name of the file.

  • (optional) Click the agent's name to instantly edit its knowledge.


😊 Helpful Links

🤖 Taskade AI Essentials

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