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Files

The Files area is where teams manage the documents and document sources that power XY workflows. In practice, it behaves less like a generic file manager and more like a workspace for document intake, synced sources, and knowledge-base content.

Interface Overview​

The current experience usually includes:

  • an All documents view
  • tabs for connected storage sources such as Google Drive and OneDrive
  • upload actions for bringing new files into XY
  • sync actions for refreshing connected cloud sources

Common file sources​

Direct upload​

Teams can upload documents directly into XY when they want a file available right away.

Connected storage​

When Google Drive or OneDrive is connected, users can work from those sources inside the Files area instead of re-uploading everything manually.

This is especially helpful when your organization already stores SOPs, forms, payer rules, or intake documents in shared cloud folders.

What teams use Files for​

  • giving workflows access to source documents
  • building a knowledge base from trusted files
  • reviewing what has been uploaded or synced
  • keeping document sources organized by where they came from

Sync and source management​

For connected storage sources, users may see source-specific actions such as syncing files from that provider.

Typical flow:

  1. Connect the storage provider in Integrations.
  2. Open the matching source tab in Files.
  3. Sync the source.
  4. Use those files in workflows or knowledge-base experiences.

Using files inside workflows​

Files often support workflows in one of two ways:

As workflow input​

A workflow reads information from a file, such as a scanned document, spreadsheet, or reference form.

As knowledge and reference material​

An agent or assistant uses files such as SOPs, policies, and templates to answer questions or make better decisions.

Best practices​

  • Start with a small, trusted set of folders or files.
  • Use clear file and folder names so teams can find the right content quickly.
  • Separate source documents from reference material when possible.
  • Revisit connected sources over time so workflows only use the content you still trust.