This feature is designed to assist with uploading data from files and adding it directly to your portfolio company's metrics section. Follow along with the steps below to learn more:
Step One: Navigate to Inbox AI from the navigation menu on the left side of your screen.
Click Inbox AI from the navigation menu.
Step Two: Click + Upload Files in the top right side of your screen.
Select + Upload Files in the top right corner of your window.
Step Three: From the pop-up, select the file with your company's data. Next, provide a name for the import and choose the correlated company. Then, select Upload Files.
Add the file you'd like to upload, provide a name for the upload, and choose the company to match the data to. Then, click Upload Files.
Step Four: Confirm the data extracted is correct by navigating to the Metric and Files section. Once you've confirmed the data looks accurate, click Import content.
Confirm the AI pulled the correct data in the Metrics and Files section. Then, click Import Content in the top right side of your screen.
Step Five: Choose to navigate back to the company profile or return to the Inbox.
Click the respective button to navigate back to the inbox or choose to go to the portfolio company that you uploaded data for.
Let us know if you have any questions!