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Why isn’t Mobilize creating questions from my uploaded file?

Written by Lauren Baird

Answer

If Mobilize is not creating questions directly from your uploaded file, the most common reason is that text was entered in the chat prompt. When chat text is present, Mobilize switches to Chat + Document mode, and the AI may interpret or redesign the content instead of converting the document directly into workflow questions.

To generate questions directly from the uploaded file, use Document-Only mode.


Steps

  1. Open ANVL Insights.

  2. Navigate to MobilizeAI

  1. Select Upload File.

  2. Choose your document (SOP, checklist, standard, etc.).

  3. Wait for the file to finish processing.

  4. Do not type anything into the chat field.

    1. The chat area should be blank.

    2. You should see example prompt tiles in the left pane.

  5. Click Mobilize immediately.

  6. Enter a workflow Draft name. Click Create.

  7. Wait for processing to complete.

  8. Click Take me there to open the Draft.

The workflow will appear under Drafts.

Review the draft after creation

  1. Review and refine the question wording.

  2. Adjust question types as needed.

  3. Confirm workflow sections and categories.

  4. Review routing and logic.

  5. Publish to Demonstration / UAT and test before production release.

Helpful notes

  • If chat text is present, Mobilize may reinterpret the document instead of converting it directly into structured workflow questions.

  • Large files may fail to process.

  • Avoid multi-sheet Excel files when possible.

  • If needed, split large source files into smaller files before uploading.

  • For large or highly branching workflows, it is often better to create multiple workflows instead of one very complex workflow.


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