> AI agents: this is one page from Mammoth Analytics documentation. The index of all pages as Markdown is https://mammoth.io/docs/llms.txt. Append `.md` to any docs URL, or send `Accept: text/markdown`, to get Markdown.

# Attach a brief, PDF or picture to the dashboard AI chat

> Give the dashboard AI chat a brief, PDF, Word file or picture: rewrite the board to the brief or restyle it to look like the picture, within the file limits.
>
> Applies to: Roles: Anyone who can edit the dashboard. Where: Dashboard editor › AI Chat › attach

You can give the dashboard chat a file to work from: a picture, PDF, Word file or text. In the [dashboard editor](https://mammoth.io/docs/learn/dashboards/editor/), open **AI Chat** and click the attach button ("Attach a picture, PDF, Word file or text"), drop files on the chat, or paste. Long pasted text becomes a **Pasted text** chip.

## Rewrite to a brief or restyle like a picture

Accepted types are `.png`, `.jpg`, `.jpeg`, `.webp`, `.gif`, `.pdf`, `.docx`, `.txt` and `.md`. Each attachment becomes a card where you choose how to use it:

| Use it as | What happens |
| --- | --- |
| **Brief** | The card shows what it read: **For**, **Must cover**, **Tone**, **Length**, **Call out** and **Left out**. Click **Rewrite this board to the brief** (**Rewrite to this brief** on a doc, **Rewrite the deck to this brief** on slides). Figures in the brief are checked against your data; where they differ, the card says so and the dashboard uses your data. Tick **Also save this brief as a context for this board** to keep it as [context](https://mammoth.io/docs/learn/dashboards/context/). |
| **Look like** | Restyles the dashboard like the picture. The card shows **Layout**, **Chart types**, **Colours** and **Font**. Numbers in the picture aren't used: your data fills every chart. The colours are saved as a style you can edit in **Design** (see [Themes](https://mammoth.io/docs/learn/dashboards/themes/)). |

Each card also offers **Change something**, **Something else…** and **Not now**, and **Undo** after it's applied.

## Attach a data file or a workbook

| You attach | The chat |
| --- | --- |
| A data file (CSV or Excel) | Offers to make it this dashboard's source and check how its columns map. See [Replace a template's sample data](https://mammoth.io/docs/learn/dashboards/template-sample-data/). |
| A Power BI or Tableau workbook | Points you to **Open the import**. See [Import an existing report](https://mammoth.io/docs/learn/dashboards/import-a-report/). |

## Limits for chat attachments

| Limit | Value |
| --- | --- |
| Attachments per message | Up to 5. Extra files show "Up to 5 attachments per message. The rest weren't added." |
| PDF and Word files | Up to 20 MB. The chat reads the first 50 pages. |
| Text | Read up to 60,000 characters. |
| Pictures | Over 2 MB are scaled down before upload. |

## Errors when attaching a file

| Message | Fix |
| --- | --- |
| "data.zip isn't a picture, PDF, Word file or text, so the chat can't read it." (with your file's name) | Attach one of the accepted types. |
| "The chat can't read that file." | Try another file or type. |
| "Couldn't attach this. Remove it and try again." | Remove the card and attach again. |

## Related

- [Edit with AI in the dashboard editor](https://mammoth.io/docs/learn/dashboards/editor/): the chat and the rest of the editor.
- [Give the AI context](https://mammoth.io/docs/learn/dashboards/context/): keep a brief for every chat.
- [Themes](https://mammoth.io/docs/learn/dashboards/themes/): edit the style a picture created.
- [Import an existing report](https://mammoth.io/docs/learn/dashboards/import-a-report/): rebuild a whole report from a file.

---
Source: https://mammoth.io/docs/learn/dashboards/chat-attachments.md · Updated: 2026-11-08