> For the complete documentation index, see [llms.txt](https://docs.taskade.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.taskade.com/workspaces/workspaces/import.md).

# Import

***

## Table of Contents

* [Import Markdown](#import-markdown)
  * [Overview](#overview)
  * [Import Markdown Files](#import-markdown-files)
  * [Paste Text & Markdown](#paste-text--markdown)
  * [Create Markdown Sources](#create-markdown-sources)
  * [How AI Processing Works](#how-ai-processing-works)
  * [Where Markdown Is Used in Taskade](#where-markdown-is-used-in-taskade)
* [Import PDF](#import-pdf)
  * [Overview](#overview-1)
  * [Convert PDF Into Projects](#convert-pdf-into-projects)
  * [Add PDF as Agent Knowledge](#add-pdf-as-agent-knowledge)
  * [Use PDF as Project Context](#use-pdf-as-project-context)
  * [PDF in Automations](#pdf-in-automations)
* [What's Next](#whats-next)

***

## Import Markdown

### Overview

You can quickly create new Taskade projects from Markdown (.md) files. The importer preserves your formatting — headings, lists, bold/italic text, links, and images — while AI cleans up spacing and line breaks without changing meaning.

***

### Import Markdown Files

#### Step-by-Step Tutorial

| Step | Action                                                                  |
| ---- | ----------------------------------------------------------------------- |
| 1    | Navigate to your workspace or folder                                    |
| 2    | Click the **+ Create new** button                                       |
| 3    | Select **Import** from the dropdown                                     |
| 4    | **Option A:** Drag and drop `.md` files into the import box             |
| 5    | **Option B:** Click **Paste Text & Markdown** to paste content directly |
| 6    | Click **Import** to finish                                              |

#### Supported Import Formats

| Format     | Extension       | Notes                          |
| ---------- | --------------- | ------------------------------ |
| Markdown   | `.md`           | Full Markdown syntax preserved |
| Plain text | `.txt`          | Converted to task structure    |
| PDF        | `.pdf`          | See [Import PDF](#import-pdf)  |
| Word       | `.docx`         | Structure preserved            |
| PowerPoint | `.pptx`         | Slides converted to sections   |
| Excel      | `.xlsx`, `.xls` | Tables preserved               |
| CSV        | `.csv`          | Data converted to table view   |
| EPUB       | `.epub`         | Chapters converted to sections |

***

### Paste Text & Markdown

When you paste `.txt` or `.md` content directly, Taskade AI automatically cleans it up:

#### What AI Does

| Action                       | Example                        |
| ---------------------------- | ------------------------------ |
| Adds spacing and line breaks | Proper paragraph separation    |
| Preserves bullet points      | `- item` stays as a bullet     |
| Preserves numbered lists     | `1. item` stays numbered       |
| Preserves headings           | `## Title` becomes H2          |
| Preserves bold/italic        | `**bold**` stays bold          |
| Preserves links and images   | URLs and image references kept |

#### What AI Does NOT Do

| Action             | Guarantee                  |
| ------------------ | -------------------------- |
| Summarize content  | Original content unchanged |
| Translate text     | Language preserved         |
| Add/remove meaning | No content modification    |
| Add intro/outro    | No extra text added        |
| Comment on text    | No AI commentary           |

***

### Create Markdown Sources

Create `.md` files directly in Taskade and use them as project sources:

| Step | Action                                                   |
| ---- | -------------------------------------------------------- |
| 1    | Go to your workspace or folder                           |
| 2    | Click **+ Create new** → **AI Project**                  |
| 3    | Click **+ Add source** → **Paste text**                  |
| 4    | Paste Markdown-formatted text                            |
| 5    | The `.md` file is created and added to the **Media Tab** |

> Created Markdown documents can be used as agent knowledge, project context, or Genesis app context.

***

### How AI Processing Works

| Input                 | Output                     |
| --------------------- | -------------------------- |
| `## Task List`        | **\[H2]** Task List        |
| `- Buy milk`          | Bullet: Buy milk           |
| `1. Launch by Friday` | Numbered: Launch by Friday |
| `**Important**`       | **Bold**: Important        |
| `_Note_`              | *Italic*: Note             |
| `[Link](url)`         | Clickable link             |

***

### Where Markdown Is Used in Taskade

| Location              | How Markdown Is Used                                 |
| --------------------- | ---------------------------------------------------- |
| **Project editor**    | Format tasks, checklists, and paragraphs inline      |
| **Import/Export**     | Convert `.md` files to projects and vice versa       |
| **AI Project Studio** | Add `.md` files as context for AI-generated projects |
| **AI Agents**         | Fine-tune agents using Markdown knowledge sources    |
| **Chat & Comments**   | Format messages with Markdown syntax                 |
| **Quick Add widget**  | Add formatted notes and tasks                        |
| **Genesis Context**   | Upload `.md` files as app-building context           |

***

## Import PDF

### Overview

Taskade supports PDF import in three powerful ways: convert PDFs to structured projects, use them as AI agent knowledge, or add them as context for AI-generated projects. PDFs can also be processed in automation flows using the `pdf.convertToText` action.

> **Genesis connection:** Upload PDFs as Genesis context to create apps that match your existing documents, forms, and processes.

***

### Convert PDF Into Projects

Turn any PDF into a structured Taskade project:

| Step | Action                                                      |
| ---- | ----------------------------------------------------------- |
| 1    | Click **+ Create new** in your workspace (top-right corner) |
| 2    | Choose **Import** from the dropdown                         |
| 3    | Select an import mode:                                      |

| Mode                   | What It Does                                                                  |
| ---------------------- | ----------------------------------------------------------------------------- |
| **Convert to Taskade** | Converts the PDF into a structured project with headings, tasks, and sections |
| **Summarize with AI**  | Creates a concise summary of the PDF in a new project                         |

| Step | Action                                               |
| ---- | ---------------------------------------------------- |
| 4    | Drag files into the box or click to upload           |
| 5    | Wait for the importer to process                     |
| 6    | Click **+ Create Project** to create the new project |

***

### Add PDF as Agent Knowledge

Train your AI agents on PDF content:

| Step | Action                                                                |
| ---- | --------------------------------------------------------------------- |
| 1    | Go to your workspace → **Agents** tab                                 |
| 2    | Click the three dots (⋯) next to your agent → **Edit agent**          |
| 3    | Open the **Knowledge** tab                                            |
| 4    | Enable agent knowledge (toggle on)                                    |
| 5    | **Option A:** Drag PDF files into the box, or click to upload         |
| 6    | **Option B:** Click **Add Media** to select files from your workspace |

> **Result:** Your agent can now answer questions using information from the uploaded PDFs. References are cited in agent responses.

***

### Use PDF as Project Context

Use PDFs as seed data for AI-generated projects:

| Step | Action                                              |
| ---- | --------------------------------------------------- |
| 1    | Click **+ Create new** → **AI Project**             |
| 2    | Describe the project you want to generate           |
| 3    | Click **Upload Files** and upload your `.pdf` files |
| 4    | Click Enter to generate the project                 |

> **What happens:** AI reads the PDF content and uses it as context to generate a more relevant, customized project.

***

### PDF in Automations

PDFs can be processed automatically within automation flows:

| Action                   | What It Does                        | Use Case                                      |
| ------------------------ | ----------------------------------- | --------------------------------------------- |
| **pdf.convertToText**    | Converts PDF content to plain text  | Extract text for AI analysis, data processing |
| **Upload File to Media** | Saves PDF to workspace Media        | Archive incoming attachments                  |
| **Agent Knowledge Add**  | Adds PDF content to agent knowledge | Auto-train agents on new documents            |

#### Example Automation Flow

| Step     | Action                                    |
| -------- | ----------------------------------------- |
| Trigger  | New Email with PDF attachment (Gmail)     |
| Action 1 | Loop through attachments                  |
| Action 2 | Convert PDF to text (`pdf.convertToText`) |
| Action 3 | AI summarizes the text (`ai.generate`)    |
| Action 4 | Create task with summary in project       |
| Action 5 | Notify team on Slack                      |

***

## What's Next

| Guide                                                                | What You'll Learn                                       |
| -------------------------------------------------------------------- | ------------------------------------------------------- |
| [Markdown Support](/workspaces/workspaces/markdown.md)               | Full syntax reference and usage guide                   |
| [Editing & Formatting](/workspaces/workspaces/editing-formatting.md) | Format tasks and projects                               |
| [REST API Guide](/apis-and-developer/comprehensive-api-guide.md)     | Import and create projects programmatically via the API |


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.taskade.com/workspaces/workspaces/import.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.