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Map Processes from Files

Upload PDFs, Word documents, spreadsheets, presentations, and images to the Agent and turn them into a linked process hierarchy.

Last updated · 2 min read

On this page
  1. Who can map files
  2. Upload source files
  3. Review and create the hierarchy
  4. Quotas, privacy, and retained files

Who can map files

Map Processes from Files is available to signed-in owners and collaborators who have enabled Agent in Labs. Viewers can read existing Agent results, but they cannot upload files, analyse documents, or create process maps.

Open /dashboard/agent. If Agent is not enabled yet, select Enable Agent when prompted.

Upload source files

  1. Open the Agent.
  2. Drag files into the upload area, or use the file picker.
  3. Add a request that explains what you want mapped.
  4. Send the request and follow the per-file analysis progress in chat.

Supported file types are PDF, DOCX, XLSX, PPTX, PNG, JPG or JPEG, WEBP, and GIF. The application limit is 25 MB per file and 500 files in one batch. The hosting platform can reject a large cloud request before it reaches the application limit, so use smaller files or batches if an upload is rejected.

PDF text above the safe 400,000-character extraction limit is rejected. Large workbooks and presentations can be shortened during extraction, with a notice shown in the result.

Review and create the hierarchy

After analysis, the Agent proposes a concrete process hierarchy. Review the proposed Level 1 to Level 4 structure before confirming it.

The Agent creates and links the selected maps in chat. Open a linked child map to move through the hierarchy. Where supporting evidence has been attached to a map element, open Properties to see Source filename and Source description. Source coverage varies with the documents and generated content, so not every map element will have these properties.

If analysis or generation reaches a credit limit, keep the chat and resume the run after credit becomes available.

Quotas, privacy, and retained files

  • Cloud document analysis reserves one diagram-allowance unit per document. Created process maps use the normal map allowance.
  • Local Edition document analysis does not send files to cloud models. Map generation still uses Local Edition credits.
  • Images and scanned PDFs need a vision-capable Local Edition profile. Without one, the file is marked Limited.
  • Uploaded files are retained for up to 30 days for the Agent workflow. If you disable Agent in Labs, re-enable it before using the guarded delete action for retained uploads.

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