Add files, web pages, and pasted text

Research sources are the context the plan, the Marketing Advisor, Create, and weekly briefings draw on when they describe your business: your offers, proof, voice, and past campaigns. The diagnosis reads your public presence; sources add what only you know. Poor sources cost you quietly. A stale service sheet or last year's pitch deck shapes recommendations as if it were current, and nothing on screen flags it. Add what you would hand a new marketing lead on day one.

• During setup, before the first plan, so it is built on your material.
• When something the system should know changes: a new offer, a revised service menu, a campaign debrief.
• When advisor answers carry the "General marketing guidance" label. That often means missing context.

• You are the workspace owner or a Manager. Editors can view Research but not add sources.
• The right workspace is selected (see Work in the right workspace).
• The material is at hand: a file (PDF, Word, Excel, CSV, text, Markdown, HTML, JSON, or a JPG or PNG screenshot), the address of a public web page, or text to paste.

1. 1Open Research from the left nav. The heading reads "Research", with the line "Sources the marketing brain uses across your Plan, Advisor, content, and briefings."
2. 2Click "Add sources", or drop files anywhere on the page. The "Add a source" dialog opens with three tabs: "Upload file", "Web page", and "Paste text".
3. 3For files, add one or several; each is checked and processed separately. The line under the drop zone shows the accepted types and the size and hourly limits.
4. 4For a web page, paste the full public address and click "Add web page". Private-network and credentialed addresses are blocked. The page is read once, when you add it; later changes to it are not picked up.
5. 5For pasted text, paste the whole document (a plan, a brief, interview notes) and click "Add note". A complete document gives better context than a fragment.
6. 6Before you submit, set "Use as Market Sources": off for your own material, on for competitor material and outside research. Files dropped on the page start as My Content, so check each one (see Classify sources as My Content or Market Sources).

• A confirmation at the top of the library, such as "Source added. Repository context is processing."
• The source under "All sources" with a "Validating" or "Ready" badge, then "Context processing" until "Context ready".
• Failures stay visible: a rejected file shows "Failed" with its reason and a "Retry" button.