Definition: Media & File Processing in Taskade enables AI-powered understanding of uploaded documents, images, and media files. Content is extracted, indexed, and made available to search and AI agents for comprehensive workspace intelligence.
Supported File Processing
Documents:
- PDF text extraction and indexing
- Word documents and rich text
- Markdown and plain text files
- Spreadsheet content parsing
Images:
- OCR text extraction from screenshots and photos
- Image content analysis for search indexing
- Diagram and chart understanding
Media:
- File metadata extraction and indexing
- Attachment organization within projects
How File Processing Works
Upload: Drag and drop files into any project or upload through the attachment interface
Extract: AI processes the file content - extracting text from PDFs via parsing, recognizing text in images via OCR, and indexing all content for search
Index: Extracted content enters both the full-text and semantic search indexes, making file contents discoverable alongside native project content
Access: AI agents can reference file content when answering questions, and search results include matches from within uploaded files
AI Agent File Integration
Knowledge Enrichment: Upload training materials, product docs, or process guides - agents automatically incorporate file content into their knowledge base.
Document Q&A: Ask agents questions about uploaded documents. "What are the key terms in this contract?" works because the agent can access the extracted text.
Cross-Reference: Agents combine information from uploaded files with project content to provide comprehensive responses.
Practical Use Cases
Onboarding Documentation: Upload company handbooks and process guides. New team members ask agents questions and get answers sourced from the actual documents.
Research Projects: Upload papers, reports, and reference materials. Search across all uploaded content to find relevant information.
Client Work: Upload client briefs, contracts, and requirements. AI agents reference these documents when helping with project tasks.
Knowledge Base: Build a searchable knowledge base by uploading existing documentation into organized projects.
File Management
Organization: Files attach to specific project nodes for clear context and organization
Version Tracking: Upload updated versions while maintaining history
Access Control: File access follows project permissions
Storage: Files stored securely with workspace-level encryption
Related Wiki Pages: Search & Discovery, AI Agents, Knowledge DNA