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Media Tab

Use Taskade AI to chat with files, summarize key points, and extract data.

Updated over a week ago

Overview

The Media Tab allows you to upload and browse media files, and instantly start Q&A sessions with Taskade AI. Here's everything you need to know.


Open the Media Tab

  • Open your workspace/team.

    • (method 1):

      • Click the ˅ arrow next to the name of the space.

      • Choose Media from the drop-down list.

    • (method 2):

      • Click Media in the navigation menu (sidebar) on the left.


Upload to Media Tab

  • Go to the Media Tab (see the previous section).

    • (method 1): Click Upload to add files from your device.


  • (method 2): Click Import to add files from cloud storage.

💡 Note: The Media Tab will also aggregate files and documents you upload into projects. Visit 📎 Upload Files / Attachments to learn more.


Chat With Your Documents

  • Open your workspace / folder.

  • Navigate to the Media Tab at the top.

  • Hover the mouse cursor over a file and click 🤖 Ask AI.

  • Type your questions in the pop-up menu to start a conversation.

💡 Note: To chat about multiple PDF documents, you need to create a custom agent and upload your PDFs. Visit Custom AI Agents to learn more.


Download a File / Copy Link

  1. Open your workspace / folder.

  2. Navigate to the Media Tab at the top.

  3. Right-click any of the files to open it inside the Media Tab.

    • Click Download to download the file to your device.

    • Click Copy Link to copy an internal link to the file.

    • Click Ask AI to start a new Q&A session.


Manage Media

  • Navigate to the media tab.

  • Hover the cursor over the file you want to convert.

  • Click the three dots ··· next to the name of the file.

  • Choose one of the options from the drop-down list:

    • 1) Resync AI: Reprocess the file to extract new insights/fix issues.

    • 2) Create project: Turn the media file into a new Taskade project instantly.

    • 3) Edit: Change the file name/description.

    • 4) Delete: Permanently remove the file from your workspace.


Agent Media Backlinks

Use files and documents in the Media tab to fine-tune your custom AI agents. Here's how you can check which agents are using the files as their knowledge:

  • Navigate to the media tab.

  • Click the Link button under name of the file.

  • (optional) Click the agent's name to instantly edit its knowledge.


😊 Helpful Links

🤖 Taskade AI Essentials

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