Attach a brief, PDF or picture to the dashboard AI chat
Anyone who can edit the dashboard · Updated 8 Nov 2026
You can give the dashboard chat a file to work from: a picture, PDF, Word file or text. In the dashboard 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. |
| 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). |
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. |
| A Power BI or Tableau workbook | Points you to Open the import. See Import an existing 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: the chat and the rest of the editor.
- Give the AI context: keep a brief for every chat.
- Themes: edit the style a picture created.
- Import an existing report: rebuild a whole report from a file.
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