Files

Files live in your notes — drop a PDF, doc, spreadsheet or deck into a note and your coach can read it. The Files page lists everything you've uploaded, what it's in, and what it takes up.

Files live in your notes

There’s no separate file manager to organise. A file belongs to the note that talks about it: drop it into the editor and it sits there as a file card, right where you dropped it. Tags, notebooks and search organise the note — and the file comes along.

Supported: PDFs, Word documents (.docx), spreadsheets (.xlsx, .csv), slide decks (.pptx), Markdown and text files. Images embed in the note as pictures. The old pre-2007 formats (.doc, .xls, .ppt) aren’t accepted — save them as .docx, .xlsx or .pptx first.

Size limits: 50 MB for documents, spreadsheets and decks, 10 MB for images, 5 MB for plain text.

Opening a file

Click Open on a card and the file shows in the viewer beside your note on desktop:

  • PDFs render page by page
  • Word, spreadsheets and decks open as readable text — headings and tables, one section per slide with its speaker notes. It’s exactly the text your coach reads. A spreadsheet shows its first 200 rows per sheet and says how many there are
  • Markdown and text display as formatted text

← or × closes the viewer and leaves you in your note.

Asking about a file

Ask on a card puts the file in the chat’s context and opens the chat beside the note. The assistant also reads any file you mention by name, and any agent connected via MCP sees the cards when it reads a note — and can put a file into a note it writes.

Text is read from files that have a real text layer. A scanned, image-only PDF opens fine but your coach can’t read its words yet.

The Files page

Open it from the command palette (Go to Files) or /files. It’s housekeeping, not a place to organise:

  • Every file you’ve uploaded, newest first, with its type, size and date
  • What it’s in — each file lists the notes that keep it; click one to open the note
  • Not in any note — a file whose card was removed everywhere shows up here with Put in a note, which gives it a note of its own. The filter at the top shows just these
  • Storage — what your files take up against your account’s limit (1 GB on the hosted version; notes, todos and events don’t count)
  • Delete — removes the file for good. It asks once, in place; any note that still had its card will say the file was deleted

Removing a card from a note never deletes the file — it stays on this page until you delete it here.

Web links aren’t files. Paste a URL into Quick Capture and it becomes a Link, collected in the Library.

Tips

  • Drop, don’t hunt. If a note discusses a document, drop the file into the note — future you gets it one click away.
  • A file on its own still gets a note. Drop it onto the notes list and it becomes a note with the file inside — add a line about why you kept it.
  • Ask, don’t skim. For a long PDF or a big spreadsheet, Ask and let your coach find the part you need.