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Attach Documents to Conversation

Add meetings, calendar events, or documents to an existing AI conversation so the AI can reference them in later responses.

Attach Documents to Conversation node in the workflow builder

What It Does

Attaches the meetings, calendar events, and documents you specify to a conversation created earlier in the workflow. Once attached, the AI has access to their transcripts, event details, and content when responding in that conversation.

When To Use It

Use this to add context to a conversation after it has already been created, for example attaching related past meetings before asking the AI to compare them. If you are creating the conversation and attaching context in the same step, Chat with AI can often do both at once.

Configuration

Configure the node with these settings:

Field

What it controls

Meetings

Past meetings to attach. The AI gets access to their transcripts and context.

Calendar Events

Upcoming calendar events to attach. The AI gets access to event details and attendee information.

Documents

Individual documents to attach, each with an id and title. The AI gets access to their content.

Conversation

The conversation to attach these items to. Required. This should be a conversation created earlier in the workflow, such as with Create Conversation.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

Variable

Type

Description

Example

conversation

object

A reference to the conversation where the documents were attached

{{nodeId.conversation}}

conversation.id

string

{{nodeId.conversation.id}}

Example Workflow

Use Create Conversation to start a new chat on a company page, then use Attach Documents to Conversation to add the last three meetings with that company as context before sending a summarization prompt.

  • Create Conversation

  • Send Message to Conversation

  • Chat with AI

Need More Help?

Reach the AskElephant support team by:

  • clicking the Support tab on the right side of your screen,

  • emailing [email protected],

  • or using @askelephant support in your dedicated Slack channel.