With UpKeep Nova, you can upload files directly into chat to save time and reduce manual work. The agent can read your files, extract information, and help you create or update records in your CMMS.
Supported File Types
You can attach these file types directly in chat:
PDFs → Upload manuals or documentation to create assets, parts, or preventive maintenance schedules
CSVs → Bulk import data, like parts or asset lists, by mapping headers into UpKeep fields
Images → Add photos to requests, assets, or work orders for better record-keeping
⚠️ Keep in mind: There are file size limits for each upload. If a file feels too large, try splitting it into smaller parts
How to Upload a File
Open Nova from your left navigation
In the chat bar, click the paperclip icon (📎)
Select your file (PDF, CSV, or image) or drag and drop it into the chat
Send your prompt so the agent knows what to do with the file
What Happens Next
In Playground Mode, the agent will show you a simulated plan, but won’t save anything to your account
In Ask Mode, you’ll see the agent’s plan in the sidebar and confirm each step before it’s applied
In Agent Mode, the agent processes the file and makes changes right away
You’ll always see a summary of what the agent did (or would have done) in the action sidebar
Example Prompts
Here are some ways to combine file uploads with natural-language prompts:
📄 PDFs
Upload this equipment manual and create all assets listed inside
Extract the preventive maintenance schedule from this PDF and add it to my account
Summarize this safety manual into three key maintenance guidelines
📊 CSVs
Upload this CSV of parts and add them to my inventory
Here’s a CSV of assets map the columns and create them under the Main Facility
Import this CSV of PMs and show me the mapping before saving
🖼 Images
Attach this image to the open work order #123
Add this photo to the asset record for Boiler A
Upload this image and note it as part of the safety inspection
Tips for Best Results
Start in Playground Mode if you want to preview how the agent will interpret the file
For CSVs, make sure your column headers are clear and match UpKeep field names where possible
For large PDFs, try splitting the file into sections before uploading
Use follow-up prompts to refine the agent’s actions (e.g., “Only add the assets from Section 2 of the manual”)
Verifying File Upload Actions
After the agent processes your file, you can confirm results in your CMMS:
Assets, Parts, and PMs → Check for new records or updates
Requests or Work Orders → Look for added attachments or extracted details
Use filters like “Recently Created” or “Updated by Agent” to quickly find changes