Choose the right file for the job
| Material | What to prepare |
|---|---|
| Workbook or data export | Use XLSX, ODS, CSV or TSV. Include column headings, units, date ranges and a sheet name that identifies the relevant table. Save calculated results before attaching the workbook. |
| Report or presentation | Attach a PDF, DOCX or PPTX. For Google Docs or Slides, download the corresponding Word or PowerPoint file. Identify the pages or slides that matter. |
| Artwork | Add a PNG, JPEG, WebP or GIF. Say whether the image supplies factual context, a visual reference or artwork you intend to place. |
Tell the assistant which source answers which question
A request can include up to 30 references, subject to file-size and content limits. Name the relevant sheets or sections in the message. If an attachment exceeds the available space, export the relevant range or send it in a separate request.
Check the handoff
Review the plan before generating. Compare names and chart values with the original file, then inspect the export. Private attachments and public web sources are distinct: a company spreadsheet by itself cannot establish an independently published statistic.
If a value or page is missing
For a missing formula result, recalculate and save the workbook in its spreadsheet application, or export the relevant sheet as CSV. For a scanned report, supply selectable text or a clear image of the relevant page. Confirm that the filename appears in the composer before sending.