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Media AI Chat

Chat with your files, projects, and media in Taskade. Upload PDFs, images, CSVs, and videos, then ask questions, extract insights, and generate content with AI.


Table of Contents


Overview

Media AI Chat lets you have conversations with your files, projects, and media using Taskade's AI. Upload documents, images, videos, or connect projects — then ask questions, extract insights, and generate content directly from your media.

Taskade Genesis connection: Every file you upload to a Genesis app or discuss in Media AI Chat is stored in your workspace's Media library, enriching your Workspace DNA and making all future apps and agents smarter.


Chat Methods

Method 1: Chat with Projects

Query your Taskade projects using natural language:

Step
Action

1

Open a project in Taskade

2

Click the AI Chat or EVE panel

3

Ask questions about the project content

4

AI responds using the project's data as context

Example queries:

Query
What AI Returns

"Summarize this project"

A concise summary of all tasks, notes, and status

"What tasks are overdue?"

List of past-due items with details

"Who is assigned the most tasks?"

Team workload breakdown

"Generate a status report"

Formatted report based on project data

Method 2: Chat with Projects & Team

Collaborate with AI and team members in the same conversation:

Step
Action

1

Open a project's chat panel

2

Invite team members to the conversation

3

Ask AI questions — responses are visible to all participants

4

Team members can follow up, add context, or redirect the AI

Tip: Use this for collaborative analysis sessions — the AI provides data, your team discusses and decides.

Method 3: Chat with Attachments

Upload files directly into a chat for instant AI analysis:

Step
Action

1

Open any AI chat (EVE, Agent, or Project chat)

2

Drag & drop files or click the attachment button

3

Ask questions about the uploaded file

4

AI analyzes the file content and responds

Example interactions:

File Type
Query
AI Response

PDF report

"What are the key findings?"

Summary of main points and conclusions

CSV data

"What trends do you see?"

Pattern analysis and insights

Image

"Describe what you see"

Visual analysis and description

Spreadsheet

"Which products have the highest margin?"

Data analysis with specific answers

Method 4: Chat in Media Manager

Access all workspace media in one place:

Step
Action

1

Open the Media tab in your workspace

2

Browse all uploaded files, generated images, and media assets

3

Click any media item to open it

4

Use AI chat to ask questions about the selected media


Supported Media Types

Media Type
Formats
AI Capabilities

Documents

PDF, DOCX, TXT, MD, PPTX, XLSX, CSV, EPUB

Full text analysis, summarization, Q&A, extraction

Images

PNG, JPG, GIF, SVG, WebP

Visual description, content extraction, OCR

Video

YouTube URLs (via transcript)

Transcript analysis, key points extraction, Q&A

Web Content

URLs, blog posts, articles

Content analysis, summarization, comparison

Spreadsheets

XLSX, CSV, Google Sheets

Data analysis, trend identification, reporting

Presentations

PPTX

Slide content analysis, outline extraction

Social

Tweets, Reddit posts, news articles

Sentiment analysis, summary, response drafting


Use Cases

Use Case
How
Example

Document analysis

Upload a report, ask questions

"What are the Q3 revenue figures from this financial report?"

Data exploration

Upload a CSV, ask for patterns

"Which customer segment has the highest churn rate in this data?"

Content extraction

Upload a PDF, extract structured data

"Extract all contact information from this business card scan"

Image understanding

Upload a screenshot, get description

"What UI elements are shown in this mockup?"

Meeting prep

Chat with project notes before a meeting

"Summarize the open items and blockers from last sprint's project"

Competitive analysis

Add competitor URLs, compare

"Compare the features listed on these two competitor pages"

Knowledge building

Upload training materials, quiz yourself

"Create 5 quiz questions from this training document"

Report generation

Chat with data, generate formatted output

"Create a monthly report from this spreadsheet data"


Media & Workspace DNA

Every media interaction enriches your workspace:

Media Action
DNA Impact

Upload files to Genesis app

Added to Media library → available for future apps and agent knowledge

Generate images in chat

Saved to Media → reusable across all apps

Upload agent knowledge

Indexed for agent responses → better AI across workspace

Analyze documents

Insights inform future app builds

Chat with project data

Helps EVE understand your workspace patterns

Cross-link: Files uploaded in Media AI Chat can be used as Genesis Context, Agent Knowledge, and as data sources for Automations.


What's Next

Guide
What You'll Learn

Use media files as context for app building

Train agents on your media files

Generate new images to add to your media library

Understand credit usage for media AI interactions

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