Use documents during discovery
Users can bring briefs, notes, decks, and transcripts into discovery so the AI can extract what it already knows.
What this helps with: Reduce repeated manual input while keeping the system grounded in real source material.
Document-first setup
Document upload is optional, but when users have strong source material, discovery should use it.
The AI extracts structured discovery context from uploaded material.
It uses that extracted context to reduce unnecessary follow-up questions.
It still asks for anything important that is missing or unclear.
What happens to uploaded files
Discovery uploads are not throwaway inputs. They become part of the project evidence layer as well.
The original files can support later research and strategy work.
The structured discovery context is derived from both user answers and uploaded evidence.
The system should never require the same material to be re-uploaded later.
Good practice
Documents are strong inputs, not unquestioned truth.
Outdated or overly aspirational documents may still need clarification.
The AI should challenge vague source material instead of trusting it blindly.