My Data

My Data is your corpus: the documents and spreadsheets you upload or import, the files the assistant generates for you, your database connections, what colleagues share with you, and your summary templates. Everything Chat AI, Workflow AI and Studio work on comes from here.

The left rail lists the sources:

Source	What is in it
My Files	Documents and spreadsheets you own, in folders
Artifacts	Files generated by the assistant and by workflows
Databases	Internal table databases and external database connections
SharePoint	Files imported from your Microsoft 365 sites
Shared	Files colleagues shared with you, and access requests
Templates	Reusable summary templates

At the bottom, Storage shows how much of your plan's space is used.

My Files

Uploading

Press Upload documents, or drag files or whole folders onto the page. Two kinds of file are accepted, and each goes to the right place by itself:

• Documents — PDF, Word (.doc, .docx), PowerPoint (.ppt, .pptx), text (.txt, .md) and images (.png, .jpg, .jpeg, .tiff, .bmp, .webp). These are trained (indexed) so the assistant can search and cite them.
• Spreadsheets — .csv, .xls, .xlsx. These become tables you can query.

For PDFs and images the upload asks Extract text with OCR? — say yes for scans and photos, no for PDFs that already contain text (OCR is slower and costs more). A folder is answered in one go; open it to decide file by file. Start training automatically trains files as soon as they are uploaded; turn it off to upload now and train later. Files already in your corpus are skipped.

Training status

Badge	Meaning
Untrained	Uploaded but not indexed — press Train
Training n%	Being processed (with an OCR page counter for scanned files)
Still processing	Taking longer than usual; no action needed
Trained	Ready to use in chats and workflows
Failed	Processing failed — hover for the reason, then Retry

A file must be Trained before the assistant can read it. The Notifications page collects files that failed or stalled.

Organising

• New folder creates a folder; drag files in, or use Move to…. Renaming a folder renames it for every file inside it.
• The table shows Name, Owner (You or the colleague who shared it), Status and Updated. Use Select all for bulk Download all, Move or Delete.
• Search finds documents by content, not just by name — it runs a semantic search across your corpus and ranks the files by relevance. The Min relevance slider hides weak matches.
• Row actions: Open, Chat, Train, Share, Rename, Move, Download, Delete. Clicking a row opens the quick look drawer with the same actions.

Deleted files are kept for 30 days before they are removed for good. There is no trash view in the app yet — to restore a file within that period, use the API or ask your administrator.

Reading a document

Open shows the document with its extracted content alongside:

• Summary — an AI summary, generated on first open (in your Language preference), with Copy summary.
• Raw data — the extracted text; Chunks — how it was split for search; Entities — names, organisations, dates and amounts found; Extracted — structured fields, where a workflow extracted them.
• Details — file information and Training status.
• Suggested prompts — questions the assistant thinks the document can answer.

Chatting with documents

Chat on a file opens a conversation scoped to that document (Train this document to chat if it is not trained yet). Answers cite References — click one to jump to the passage. Add sources widens the scope to more documents from My Data; the assistant then searches across them. Conversations are saved per selection (Chat history, New chat), and you can dictate with Voice input.

For questions across many files, or files plus databases, use Chat AI with attachments.

Sharing files

Share a file or folder with people from your organisation. They get Can search access: people you share with can search these files with AI — the file appears under their Shared source and can be attached in their chats and workflows. Remove access takes it back. Recipients can request access to more of your corpus at any time; requests arrive in your Shared → Access Requests and in Notifications.

Artifacts

Everything the assistant and your workflows produce for you: charts and metrics, generated documents, spreadsheets, presentations, images, PDFs, emails, JSON. Filter by kind, search by name, then Open, View or Download. Charts open in the dashboard module (View in Analytics).

Get link creates a permanent link for a file: this link will be signed forever — it never expires and works without signing in, until you delete it (or the file). Use it to embed a generated report in another tool or to send a file to someone outside Finblade. Links lists every permanent link you have created; Delete link revokes it immediately.

Databases

Two sections:

• Internal databases — table databases the data extractor built from your documents. Open database shows its tables; see Databases for editing and querying them.
• External databases — databases you run elsewhere, connected read-only. Add connection: a Name, the Engine (PostgreSQL, MySQL, MariaDB or SQL Server), Host, Port, Database, Username and Password. Use a read-only database login. Only SELECT queries are ever run. Optionally restrict the Allowed tables (comma-separated, e.g. public.sales, orders), set Max rows per query, and for SQL Server with a self-signed certificate tick Trust the server certificate. Test connection must succeed before you can Save (Connected (n ms)). Afterwards Tables lists what the connection can see, with a preview of the first rows of each table.

Once connected, a database can be attached in Chat AI, used by Studio pages and queried by workflow nodes. Deleting a connection stops charts built on it from refreshing.

SharePoint

Import documents from Microsoft 365 without downloading them yourself.

1. Connect SharePoint and sign in with your Microsoft account (your organisation's Microsoft credentials must have been set up by an administrator first — the page tells you if they are not).
2. Browse sites and folders, tick the files you want (or Select all files) and press Import. Each file shows Importing…, then Imported; a failure shows Import failed with Retry import.
3. Imported files appear in My Files marked Imported from SharePoint and are trained like any other document. Remove forgets an import (the SharePoint original is untouched); Disconnect signs out.

Shared

• Shared with me — files colleagues gave you access to, with the Owner, Status and Size. Can search means the assistant can use the file for you; Open and Download work as for your own files. (View only sharing is coming soon.)
• Access Requests — requests from colleagues for your files: Approve — can search or Deny. Recent decisions lists what you decided, with Undo.
• People sharing — who shares with you.

Templates

A template is a reusable instruction for summarising or analysing a document — "Executive summary with risks and next steps", "Extract all obligations as a table". Create one with a Template name and Template body (tip: be specific about the format and sections you want), keep it under Mine or Share with organization so it appears under Org for everyone.

Run a template on a document from your corpus or on pasted text; the result can be saved as a session (with an optional name) and reopened from Saved sessions, or copied. Run again repeats it after edits.

Do it with the API

• Documents, folders, sharing, access requests, summaries, questions, search and the trash: Documents.
• SharePoint, SQL connections, data sources, live feeds and templates: Data sources.
• Generated files and permanent links: Apps & dashboards → Generated files and Studio → Permanent links.
• Downloading any stored file: Files & media.