Uploading Files

Upload Excel, CSV, PDF, and other files to Formula Bot via drag-and-drop or file browser. Covers size limits by plan and data preparation tips.

Upload your spreadsheets, documents, and other files to Formula Bot to start analyzing your data.

How to Upload

Drag and Drop

  1. Go to My Data in the sidebar
  2. Drag files from your computer to the upload area
  3. Drop to start uploading

Click to Browse

  1. Click the upload area
  2. Select files from your computer
  3. Click Open to upload

Multiple Files

You can upload multiple files at once:

  • Select multiple files when browsing
  • Drag multiple files together
  • Each file uploads independently

Upload Progress

When uploading, you'll see:

  • File name and size
  • Progress bar showing upload status
  • Success or error indicator when complete

Large files may take longer to upload depending on your internet connection.

File Size Limits

Maximum file size depends on your plan:

PlanMax File Size
Free10 MB
Starter50 MB
Pro100 MB
Business1 GB

Supported Formats

Formula Bot accepts many file types:

Spreadsheets

  • Excel (.xlsx, .xls, .xlsm)
  • CSV (.csv)
  • TSV (.tsv)

Documents

  • PDF (.pdf)
  • Word (.docx)
  • PowerPoint (.pptx)
  • Text (.txt)

Media

  • Audio (MP3, WAV)
  • Video (MP4, MOV, WebM)

See Supported Formats for complete details.

Tips for Better Uploads

Prepare Your Data

  • Remove unnecessary sheets or tabs
  • Clean up merged cells
  • Use clear column headers
  • Remove blank rows at the top

Optimize File Size

  • Delete unused columns
  • Remove formatting (colors, borders)
  • Save as .xlsx instead of .xls
  • Compress images in documents

Naming Conventions

Use descriptive file names:

  • sales-data-q4-2024.xlsx (good)
  • data.xlsx (not helpful)

Troubleshooting

Upload Failed

  • Check file size against your limit
  • Verify the format is supported
  • Try refreshing the page
  • Check your internet connection

File Processing Slowly

  • Large files take time to process
  • Complex PDFs need extra processing
  • Wait for the progress indicator to complete

Can't Find Uploaded File

  • Check the Files tab in My Data
  • Use the search function
  • Sort by date to find recent uploads
  • Refresh the page

After Uploading

Once your file is uploaded:

  1. View it - Click to preview the contents
  2. Analyze it - Click the chat icon to start asking questions
  3. Manage it - Rename, delete, or organize as needed

Next Steps