What you can do
- upload files and organize them in folders
- preview supported documents
- attach files to records
- select files or folders for agent runs
- add files to Finlay conversations
- keep generated reports and other outputs in the workspace
- share appropriate material through supported workspace features
Organize for everyday work
Use clear folder names that reflect the business process, company, project, and period. For example:Portfolio / Vienna / Board Documents / 2026 Q3A predictable structure helps colleagues find the right source material and reduces the chance that an agent run uses the wrong files.
Use files with agents
1
Choose the source
Select the files or folder that contain the information the agent needs.
2
Start the workflow
Run the agent directly or ask Finlay to start a compatible import or report.
3
Review the evidence
Compare prepared data or reports with the original documents.
4
Approve deliberately
Publish or approve output only after the important facts and destination are correct.
Available preview formats, upload limits, and storage allowances can depend on your workspace plan and configuration.