Adding Documents

Uploading files

Go to Business Brain → Upload and drop files into the upload area. Good candidates, straight from the in-product guidance: contracts, specs, meeting notes, price sheets, FAQs, customer examples, and financial reports.

The Upload tab’s file picker accepts:

• Text: .txt, .md, .markdown, .csv, .log, .json, .html, .htm
• PDF: .pdf
• Images: .png, .jpg, .jpeg, .tiff, .webp

Text files start processing right away. PDFs and images are read in the background, with OCR (optical character recognition, which turns pictures of text into searchable text) for scans and photos. A status line shows how many documents are ready, processing, need attention, and how many passages are searchable.

Office formats (.doc, .docx, .odt, .rtf, .xls, .xlsx, .ppt, .pptx) are also supported by the server, but they arrive through other paths, such as email attachments or a connected Google Drive folder, not through the Upload tab’s file picker. If you have a Word or Excel file on your computer, the simplest route today is to email it to your helper’s managed mailbox or place it in your connected Drive folder.

Processing is durable: if a document fails, it shows as needing attention and can be retried per document rather than silently disappearing.

Receipt photos

The Upload tab also has an Add a receipt photo card with a camera-enabled picker. Take a clear photo and BrainRoad reads the vendor, date, total, and tax.

Two honest limits, stated in the product itself:

• Receipt details are extracted for reference only. Every extracted fact is tied to a real passage or region of the actual image, so you can check it against the original.
• BrainRoad never posts to bookkeeping software. There is no QuickBooks, Xero, or other accounting integration.

If you upload the same receipt twice, or two receipts with the same vendor, date, and total, the duplicate gets a marker in the Library. Nothing is rejected or deleted.

Email and SMS mirror in automatically

Your helper has a managed agent mailbox (an @mg.brainroad.com address). Every inbound email to that mailbox is saved into the Brain automatically, and email attachments (PDFs, office files, text, images, within a size cap) are ingested too, with safeguards so a redelivered email cannot create duplicate documents.

If your account has an SMS number (an opt-in, Pro-only feature that is provisioned manually), inbound texts mirror into the Brain the same way.

One important safety property: email and SMS content is tagged as untrusted because anyone can send it. It stays searchable, but the Brain weights it below your own uploads, and nothing in any document can ever instruct your helper to take an action. See How Agents Use Your Brain.

Viewing and managing documents

Every document lands in Business Brain → Library. Open any document to see:

• The readable, extracted text.
• Provenance: who or what put it here (an upload, an email, a text, a connected source, or an agent note).
• Processing status, with retry if something failed.
• A View original button that opens the original file in a new tab, plus a download button.
• Delete, if you want it gone.

Search results and cited facts deep-link into this viewer, highlighting the cited passage and, for paged documents, jumping to the right page.