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Upload documents to make your drafts smarter

Updated this week

Fyxer goes beyond PDFs — you can upload spreadsheets, CSVs, and documents to give your assistant more context and precision when drafting replies, analyzing data, or creating summaries.



Why Upload Documents?

Uploaded files help Fyxer understand your business, language, and data so it can respond with contextually accurate, brand-aligned insights.


Fyxer references these uploads when:

  • Drafting emails or summaries

  • Answering questions in Chat

  • Generating insights from structured data (spreadsheets/CSVs)

You’ll see better, faster results across your workflow.

Dynamic content (e.g. weekly reports, property lists) isn’t ideal for upload yet. For fast-changing material, keep managing it manually or through your usual workflows.


How to Upload

Option 1: From the Dashboard

  1. Go to Your Files

  2. Click Choose file to upload a PDF, spreadsheet, or CSV

  3. (Optional) Toggle Share with organization to make it available to your team

Once uploaded, Fyxer automatically references the content when drafting or analyzing relevant messages.

Option 2: Upload by Email

You can also upload directly from your inbox:

  1. Forward an email to [email protected]

  2. Attach your file

  3. Add “upload PDF” or “upload file” in the message body

Fyxer will automatically store it in your account for future use.


Pro Tips for Best Results

  • Keep files under 10MB for faster processing

  • Focus on static reference materials (pricing, policies, guides)

  • Review and replace outdated files regularly

  • Combine uploads with Draft Mode in Fyxer Chat to generate instant, data-backed responses



Things To Know

  • User-managed: you control which files are uploaded, stored, or removed.

  • Fact vs opinion: Fyxer treats uploaded content as long-term reference, but it may still need refining for context relevance.

  • Availability: document upload is currently available for Pro users only.

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