Attachments: Keep the Deck, the Contract, and the Notes Together

The Deck Nobody Can Find Two Weeks Later

A pitch meeting ends and the deck that drove the conversation lives in an email thread, a Slack DM, or a folder on someone's desktop. The meeting note captures what was said about the deck. The deck itself goes missing. Three weeks later, when you need to check what page the pricing slide was on, you are searching your inbox instead of your notes.

Attachments close that gap. You can attach a file directly to a note or file it in a folder, and it becomes part of the same record as the conversation about it. The deck, the contract, the one-pager, they live next to the note that discusses them, not in a separate system you have to remember to check.

What You Can Attach

Grafite accepts PDFs, Word documents, PowerPoint files, Excel spreadsheets, plain text, Markdown, CSV files, and images. Drop a file onto a note's Attachments tab, or file it straight into a folder if it is not tied to one specific conversation. Both paths use the same upload, the same storage quota, and the same indexing.

Most of those formats get their text extracted and indexed automatically. PDFs, Word documents, PowerPoint decks, Excel sheets, and plain text files are all readable by search and by Ask Grafite once they finish processing. Images attach and display fine, they just are not searched by their content the way a text-based document is.

There is a size ceiling per file and a total storage quota per account, both of which scale with your plan (more on that below). If a file is too large, you will be told so at upload time rather than after a long wait.

Notes vs. Folders: Two Ways to Attach

Attaching to a note makes sense when the file is tied to one specific conversation: the deck from Tuesday's pitch, the one-pager someone shared mid-call. Open the note, go to its Attachments tab, and drop the file in.

Filing a document in a folder makes sense when it belongs to a project rather than a single meeting: a master contract, a shared brief, reference material that multiple conversations will touch. A folder's Documents view shows everything filed in it directly, plus (without duplicating anything) every file attached to any note inside that folder. You see the whole set once, whether the file lives on the folder itself or on one of its notes.

Indexed, Searchable, and Cited by Page

Once a document finishes processing, its text becomes part of what you can search and what Ask Grafite can draw on. Ask a question that touches something in an attached file and the answer can cite the specific document, and when it relied on a particular page, it names that page. A citation to a PDF does not just say "see the attached file," it can say which page the relevant passage came from, and clicking it takes you straight to that attachment.

This matters because written material and spoken material are different kinds of evidence. A contract clause is not something someone said in a meeting, it is something a document states. Grafite treats the distinction carefully: an answer drawn from an attachment is framed as the document saying it, not as a person saying it, unless a meeting record backs that up too. If the retrieved excerpt from a document does not actually cover your question, the honest answer is that the retrieved passage does not address it, not a guess dressed up as a citation.

Summaries That Know the Attachment Is There

A meeting summary is more useful when it accounts for what was actually being discussed on screen. When a note has an attached document, the summary generation step can take that document's content into account alongside the transcript, so a summary of a contract review meeting can reflect the terms that were actually on the page, not just the verbal back-and-forth about them.

A Folder Is a Project, and Ask Grafite Can Respect That

Folders already group related notes. With attachments, they also become a natural boundary for what Ask Grafite looks at. Ask a question from inside a folder and you can scope the search to just that folder, its notes and its filed documents, rather than your entire history. If you are deep in a client engagement with a dozen meetings and three reference documents, a folder-scoped question about that engagement will not surface an unrelated deal from six months ago just because it shares a keyword.

That scoping is genuinely useful once a folder has some depth to it. A folder with two notes and no attachments does not need it. A folder that has become the record of an entire project, with the discovery notes, the proposal deck, the signed contract, and the check-in calls all inside it, turns into something closer to a project workspace you can ask questions of directly.

Plan Limits

Attachments are a Personal and Professional feature. The Free plan does not include attachments at all. Personal includes 10 GB of attachment storage. Professional includes 50 GB. Both plans also cap the size of any single file you can upload, with Professional allowing larger individual files than Personal. If you hit either limit, the upload will tell you so and point you toward upgrading rather than failing silently.

Where This Actually Helps

The deck from the pitch meeting. Attach it to the note from that call. Six weeks later, when someone asks what number was on the pricing slide, you do not have to dig through email. You open the note, or you ask Grafite, and the deck is right there with the conversation about it.

The contract discussed on the call. File it in the note, or in the folder if the deal has more than one conversation attached to it. When you need to confirm a term weeks later, you are not hunting for which version of the PDF is the final one in your downloads folder. It is attached to the record of the meeting where you discussed it.

The RFP next to the discovery notes. An RFP response process usually involves a document (the RFP itself, or your draft response) and a series of conversations about it. Filing the document in the same folder as those conversations means the whole thing, requirements, discussion, and response, lives in one place you can search and ask questions of together.

None of this replaces a dedicated document management system for a large organization. What it does is close the small, constant gap between "what we said" and "what we were looking at while we said it," so the file that mattered to a conversation does not end up orphaned in a different app entirely.

Try It

If you already have meetings and notes in Grafite, open one and check the Attachments tab. Drop in the last deck or document that came up in a real conversation and see how it shows up in search and in Ask Grafite afterward. Get started if you have not yet, and see how much easier the follow-up gets when the file and the conversation live in the same place.