Analyzing multiple files in one analysis
Combine several transcripts, documents, or recordings in the same analysis.
An analysis can hold many sources at once. The AI agent reads every source you add and answers questions across all of them, so you can summarize a week of meetings, compare several interviews, or pull insights from a batch of documents in one place.
When to combine files
Adding multiple files to the same analysis is useful when you want the agent to reason across the set, not one file at a time. Common patterns:
- Weekly meeting summary: Attach all meetings from the past week and ask for key decisions and action items
- Customer interview analysis: Attach a batch of interviews and ask for common themes and pain points
- Cross-document Q&A: Attach policies, reports, and meeting notes, then ask questions that span them
Create an analysis with many sources
- Start a new analysis (Creating an analysis)
- In the sources list, click Add new source
- Pick From your library to open the asset picker
- Hold Ctrl (or Cmd on Mac) and click each file you want to add, or use Shift + click to select a range
- Click Add to attach all selected files at once
You can also add a whole folder. In the asset picker, select the folder itself and click Add. Every supported item inside is attached as a separate source.
Repeat the steps to add sources from other places, such as files on your computer, web pages, or integrations. See Adding sources to an analysis for every source type.
Ask questions across all sources
Once the sources are attached, type a prompt in the chat. The agent reads every source and cites the specific file, page, or time code it pulled each answer from.
Example prompts that work well on multiple files:
- “Summarize the key decisions from all meetings this week”
- “List every action item and who is responsible, grouped by meeting”
- “What concerns did customers raise across these interviews?”
- “Compare how each interviewee answered the question about pricing”
The more specific your prompt, the more structured the answer. Ask for a table, a bullet list, or a grouped summary when you want consistent formatting.
Reuse a setup with a custom analysis
If you run the same kind of analysis on different batches of files regularly (for example, a weekly customer-meeting summary), save the instructions and prompts in a custom analysis. Every new analysis you create from it starts with the same prompts and instructions, and you only have to attach the fresh sources.
To automate the pattern entirely, use a scheduled analysis. It watches a folder and runs the same prompt on whatever has been added since the last run.
Good to know
- There is no hard limit on the number of sources in one analysis, but very large sets can slow down responses. Break big sets into several analyses if the agent starts to feel slow
- Files added as sources are processed in the background. You can start chatting as soon as the first source is ready. Late-arriving sources become available to the agent automatically
- Removing a source from an analysis does not delete the original file if you added it from your library. See Adding sources to an analysis for the details
Was this article helpful?
Your feedback helps us improve our documentation.
Suggested Articles
Need more help?
Our support team is here to help you.