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Understanding source material

Add source material for your AI assistant

Philip Deng avatar
Written by Philip Deng
Updated this week

Adding and guiding your AI assistant to utilize the right source material is a major concept to understand, which will enable you to get the most out of your Grantable account.


Managing sources the AI uses

You have several options that allow you to control what source material is being used by the AI assistant to generate content.

Click the Sources areas to view your source material.

Active sources will appear blue with a checked box. You can click sources to unselect them so the AI will not reference them when generating content. Clicking unselected sources will reselect them.


Adding source material

If you need to add more sources to the Grant project, either from your account or by uploading them, click the Manage Sources button.

If you need to add source material, click the + Add buttons.

Locate and click the + Add button in the lower section of the left-side application tray.

You will see three options for adding source materials to this Grant project.

Adding source material from your content library

To add source material that is already in your account, choose the Search Content option.

Begin typing the name of a source document into the search field until you see the document you are looking for.

Click the checkbox next to each document you wish to attach to the application.

Uploading source material

To upload source material, click the Upload Files option, and select the files you wish to attach to the application.

Adding source material from Google Drive

For users who store content in Google Drive and wish to import it directly to Grantable, choose the Add from Google Drive option.

Proceed through a series of authorization and account authentication steps, provide the necessary permissions and select the files from your Google Drive account that you wish to import.

After adding source material, you'll see the total quantity of source material associated with the Grant project in the same lower section of the left-side application tray.

💡 Pro tip: The progress meter shows how much of your AI context window is being utilized. More efficient usage of source material will lead to higher quality outputs.

Once you have added source material using any of these methods, you will be ready to begin utilizing your AI features.

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