Uploading Your Documents

This step comes before the intake exam. The documents you upload here become the knowledge base your board draws on — and they make the exam itself sharper and more specific.

Why Order Matters

The intake exam reads your documents first, then asks questions informed by them. Upload a strong set of documents and the exam can ask about your actual margin trends instead of generic business questions. Upload nothing and the exam — and your resulting board — starts from assumptions, not facts.

Feed the system before you calibrate it.

What to Upload

Aim for breadth over polish. The board can work with drafts, exports, and rough documents. Prioritize these categories:

• Business documents — business plans, pitch decks, strategy docs, org charts, company history.
• SOPs and process documentation — how things actually get done. Workflows, checklists, operational guides.
• Financial statements — P&Ls, balance sheets, cash flow statements, budgets. The CFO seat needs real numbers.
• Contracts and agreements — vendor contracts, customer agreements, employment terms, partnerships.
• Past correspondence — representative email threads, customer interactions, internal memos. This teaches the board your communication style and common scenarios.
• Brand and marketing assets — brand guidelines, tone-of-voice docs, past campaigns, customer personas.
• Customer and sales data — CRM exports, pipeline reports, customer feedback, win/loss analysis.

Don't worry about organizing or labeling. Upload what you have. The board parses and structures it.

How It Feeds the Knowledge Base

Uploaded documents are parsed, chunked, and stored as context files — structured references the board pulls from in real time. When the CFO cites a figure, it's pointing at your actual financials. When the CMO drafts a message, it's using your actual brand voice.

This isn't a one-time dump. Context files are living. Upload new documents anytime and the board's knowledge updates immediately — no retraining, no reconfiguration.

Where It's Stored

Documents are stored in your isolated, encrypted account space. See Security for the full breakdown: AES-256 at rest, TLS in transit, full data isolation, role-based access controls, and complete audit logging. Your documents never train a shared model and never become another customer's context.

How Much Is Enough?

There's no minimum, but more is better. A few strong financial statements and a handful of SOPs will produce a noticeably sharper board than zero documents. The intake exam will tell you if it needs more context before finalizing calibration.

If you're unsure whether to upload something, upload it. The board filters noise better than you'd expect.

What's Next

Documents uploaded? You're ready for the centerpiece:

• The Intake Exam — the ~one-hour calibration that brings your board online.