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Overview

Upload Word documents to train your AI Employee with reports, manuals, contracts, policies, and any text-based content.

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Supported Formats

  • .docx (Word 2007 and later) - Recommended
  • .doc (Word 97-2003)

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What’s Extracted

  • ✅ Body text and paragraphs
  • ✅ Headings (H1, H2, H3, etc.)
  • ✅ Tables and lists (bulleted/numbered)
  • ✅ Headers and footers
  • ✅ Comments and tracked changes
  • ✅ Hyperlinks
  • ✅ Document metadata (title, author, keywords)
  • ❌ Images (extract alt text only)
  • ❌ Embedded objects (charts, Excel tables)
  • ❌ Macros and VBA code

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Quick Upload

1

Go to Datastore

Navigate to your datastore
2

Add Datasource

Click “Add Datasource” → “File Upload”
3

Select Word Files

Choose .doc or .docx files
4

Upload

Click “Upload” and wait for processing

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Best Practices

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Formatting for AI

✅ Use Headings: Structure with H1, H2, H3 ✅ Bullet Points: Better than long paragraphs ✅ Clear Language: Avoid jargon unless necessary ✅ Alt Text: Add to images for context

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File Optimization

  • Remove Personal Info: Delete comments, tracked changes
  • Update Dates: Keep information current
  • File Naming: Department_Document_Type_v1.docx

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Use Cases

Policies & Procedures

HR policies, operational procedures

Product Manuals

User guides, technical documentation

Contracts & Agreements

Legal documents, terms & conditions

Training Materials

Onboarding docs, course content

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Troubleshooting

File Won’t Upload:
  • Check file size (max 50 MB)
  • Remove password protection
  • Save in .docx format
Text Missing:
  • Ensure text isn’t in images
  • Check for corrupted file
  • Re-save from Word

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