Feature: File Uploads


Attach files to your Clario project, your agents will use them to generate smarter insights.

Overview

Clario’s File Upload system is built for agentic and versatile data access.
Upload your documents, spreadsheets, or datasets directly into a project.
Clario’s agents then use only the relevant data from these files to generate insights and run analyses.

Your files become part of a secure, temporary context, powering responses and computations without ever leaving your workspace.

Data Privacy & Security

No Retraining or Retention:
Clario never uses your files to retrain any model. Uploaded data is used only within your current project context.

Scoped Data Use:
Agents extract and process only the necessary information for a query or computation, not the entire file content.

Project-Only Access:
Files are bound to your project. No external process or user can access them unless shared by you.

End-to-End Security:
Uploads are encrypted in transit and at rest, ensuring enterprise-grade security across all operations.

Cloud Connectors

In addition to local uploads, Clario supports direct imports from:

  • Google Drive

  • OneDrive
    (More connectors coming soon: Dropbox, Notion, and others)

These integrations let you sync your existing data repositories directly into Clario for faster, agent-driven insights.

Contextual File Access with “@” Mentions

When typing inside the chat input, simply type @ to instantly bring up a list of all files in your current project.

This lets you:

  • Quickly reference or attach specific files to your query

  • Tell the agent exactly which dataset or document to use

  • Save time scrolling through file lists manually

Contextual File Access with “@” Mentions

When typing inside the chat input, simply type @ to instantly bring up a list of all files in your current project.
This lets you:

  • Quickly reference or attach specific files to your query.

  • Tell the agent exactly which dataset or document to use.

  • Save time scrolling through file lists manually.



Use “@” to instantly access and tag files within your project.

Supported File Formats

Clario supports a broad range of file formats to ensure full workflow compatibility:

Type

Formats

Documents

PDF, DOCX, TXT

Datasets

CSV, XLSX

Text Data

JSON, Markdown, Plain Text

How It Works

  1. Click Upload or Attach Files in your project


  2. Drag and drop files or import them from your cloud connector


  3. Clario’s agents parse metadata and relevant sections of your files for contextual understanding


  4. Run queries, analyses, or visualizations, Clario automatically uses the right portions of your data

 Why It’s Powerful

  • Agentic context awareness, agents access only relevant sections of your files for high-quality reasoning

  • Versatile data sources, mix datasets, documents, and text-based knowledge

  • Privacy-first architecture, no content stored, shared, or retrained

  • Seamless integrations, connect directly to your preferred cloud storage for faster setup

 Tips

  • Upload data-rich files like reports, transaction sheets, or summaries for best insights

  • Use connectors for syncing recurring data sources instead of re-uploading

  • File names and structure help agents interpret context intelligently

  • Use @ mentions to quickly reference project files during chat

Summary

Clario’s File Uploads feature makes your workspace both agentic and secure.
It gives AI agents contextual access to only what’s needed, keeping your data private, your insights precise, and your workflow versatile across local and cloud-based sources.

AI Workspace to Maximize your LLMs

Not here to improve my work with AI, yet - Just exploring

AI Workspace to Maximize your LLMs

Not here to improve my work with AI, yet - Just exploring