File Access

The File Access ability lets your AI read from, write to, search, and create files and folders in your workspace. You control exactly which items the AI can access and what operations it can perform.

Settings

How It Works

When File Access is enabled, the AI can interact with specified files and folders based on the permissions you configure:

• Read allows the AI to view file contents and use them as context in conversations
• Write allows the AI to update or replace file contents
• Search allows the AI to perform semantic or keyword search across the selected files and folders
• Create allows the AI to create new files in the specified folders

You can grant any combination of these permissions. For example, you might allow read and search but not write access.

Adding File Access

File Access can be added at either the workflow or task level:

1. Open your workflow or task
2. Go to the Abilities tab
3. Click Add Ability and select File Access
4. Select the files or folders to grant access to
5. Configure the permission checkboxes (Read, Write, Search, Create)
6. Save

Task-level abilities override workflow-level abilities of the same type.

Tips

• Be specific with which files and folders you grant access to. Avoid giving blanket access to everything.
• Use folder-level access when the AI needs to work with a collection of related documents.
• Enable Search for large document sets so the AI can find relevant information without reading every file.

Conditional Activation

You can restrict when File Access is available using CEL expressions in the ability's Conditions field. For example, you might only enable write access for certain member roles. See Abilities for more on conditional abilities.

Related

• Abilities — Overview of all AI abilities
• Files — Upload and manage files and folders
• Sites — Build knowledge base sites with AI-powered file search