Using files with Advisor queries

Sometimes you want Advisor to factor in a document you have — a vendor proposal, a regulatory standard, an org chart — that isn’t in your Process Index. You can attach a file directly to an Advisor query so it’s used as context for that analysis.

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Why you’d use this

The main reason to attach a file to a chat is privacy and scope. Your Advisor queries are private to you, and a file you attach in a chat is maintained as memory within that chat only — it informs your analysis there and nowhere else. It won’t influence anyone else’s Advisor queries, and it won’t persist beyond that conversation. That makes it the right choice when you want to bring in something just for your own analysis without it touching the shared workspace.

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Private to a chat vs. persisted in the library

The first question to ask is whether this is a one-off or something you’ll use again:

• One-off, private to you → attach the file inside the Advisor chat. It stays scoped to that conversation, doesn’t persist, and never influences other queries. Use this when the document is personal to your analysis or you specifically don’t want it shaping anyone else’s results.
• Reused or shared → if it’s something you (or your team) will want regularly, don’t keep re-uploading it into chats. Put it in the Library, then add an Advisor rule that tells Advisor to call that file. That way it’s persisted and consistently applied, rather than living in a single private chat.

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Attaching a file to a query

1. Open the Advisor chat.
2. Click the file upload icon, or drag and drop your file into the query area.
3. Type your question, referencing the file.
4. Submit — Advisor analyzes the uploaded file alongside your Process Index, just for this conversation.

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Good uses

• Upload a vendor proposal and ask which of your processes it would affect.
• Upload a regulatory document and ask which processes need compliance updates.
• Upload a prior assessment report and ask Advisor to compare it against current state.
• Upload an org chart and ask about process-ownership mapping.
• Upload a risk control matrix and ask Advisor to assess processes for gaps.

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Supported files & limits

• Up to 2 files per query.
• Up to 10 MB per file.
• Common document types (PDF, DOCX, XLSX, CSV, TXT).
• Files attached in chat are used for that conversation only — they aren’t permanently stored, and complex formatting may not be fully preserved.

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Where to go next