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The Marketing Workspace handbook

Less figuring it out.
More making it happen.

From your first idea to a published post. Clear, practical guides for every part of your workspace.

52 practical guides

One workspace.
A clear next step.

Content · Customers · Collaboration
52 guides

Upload business documents

Give content generation and customer replies a factual foundation.

Before you begin

Manage business knowledge permission and available AI access.

Here’s how to do it

  1. Open Knowledge in AI Studio.

  2. Select Upload documents and choose one or several PDF, Word, Excel, CSV or text files accepted by the uploader.

  3. Wait for uploading and reading to finish. Follow any displayed size, format or extraction errors.

  4. Check that each successful file appears in Documents & websites.

  5. Review the source-derived business overview and the indexing status before generating new work.

What happens next

Successfully processed sources are saved against this workspace and can inform its AI context.

Good to know

Reading a document and using it in a particular answer are different steps. AI retrieves relevant information within context limits; it does not paste every document into every request. Scanned or unreadable files may need a text-readable replacement.

Based on the Marketing Workspace interface reviewed 27 October 2026. Options can vary by role, plan and channel access.