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Document Upload

Document Upload → Notes

The Document Upload feature ingests a supported document, extracts its text client-side, and uses AI to generate a set of candidate sticky notes.

User flow

  1. Click Upload in the bottom toolbar to open the Upload modal.
  2. Drag and drop a file or use the file picker.
  3. The client extracts text locally (no raw file is sent to the server).
  4. A loading state shows while text is extracted and the AI generates notes.
  5. A preview grid of suggested notes appears — each with a title, content preview, colour, and type tag.
  6. Select or deselect individual notes, then click Import to board.

Accessing upload from within a note

The Upload tab in the note overlay also provides a document upload zone. Notes generated this way merge their content into the current note instead of creating new board-level notes.

Supported formats and plan gating

FormatFreePro
TXT✓✓
Markdown (.md)✓✓
PDF—✓
DOCX / DOC—✓

Free plan users attempting to upload a PDF or DOCX will see an upgrade prompt.

Text extraction (client-side)

FormatLibrary used
PDFpdfjs-dist (web worker)
DOCX / DOCmammoth
TXT / MDNative file.text()

The extractor returns { text, truncated, charCount }. Extraction happens entirely in the browser.

Truncation

If the extracted text exceeds the character limit, it is truncated and the UI shows a warning:

"Document was truncated. Only the first portion was used for AI generation. Consider uploading a shorter section."

How to avoid truncation:

  • Split large documents into focused sections (e.g. requirements only, decisions only).
  • Use a focused instruction prompt to get better output from a partial document.

AI generation

After extraction, the text is sent to POST /api/canvas/document-to-notes. The AI returns 1–15 suggested notes as a Zod-validated JSON array:

{
  "notes": [
    {
      "title": "Decision — Prefer edge-side auth",
      "content": "**Rationale:** Reduces latency for session checks...",
      "suggestedColor": "purple",
      "suggestedType": "Decision"
    }
  ]
}

Tips for better results

  • Focus the prompt — add a brief instruction in the prompt bar before uploading: "Extract only decisions and action items."
  • Upload focused sections — a requirements section produces better notes than a full 50-page spec.
  • Review before importing — deselect any notes that are too generic or off-topic.

See also

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