Files AI can read, and how to get yours ready

Short text can be pasted straight in. For longer or messier material, upload a clear photo, a text-based PDF or a document. Export spreadsheets as CSV, keep each file small, and never upload anything private.
- For: Artisans and skilled tradespeople, Experienced workers adapting to AI, Freelancers and independent providers, Professionals, Small business owners and solopreneurs, Students
- Level: Beginner
- Estimated setup time: About 30 minutes (an estimate) (an estimate; yours may differ)
This playbook has no recent review date. Check tool details on the official sites before you rely on it.
The problem
Many beginners paste the wrong thing, upload a blurry photo or a huge file, and then decide AI cannot help. Often the file was the problem, not the tool.
Before you start
- A phone or computer with internet
- One free AI assistant (check its official site for what files it accepts)
- One real file from your work that is safe to share
- About 30 minutes
Tools you can use
- One free AI assistant that accepts files or photos
- The file you want to prepare
- Alternative: type or paste the important parts as plain text
Step by step
What AI can and cannot do here
An AI tool can read many kinds of file and answer questions about them. It can also misread a photo, miss a page, or make up a detail that is not in your file. It cannot know what is in a file you did not give it, and it cannot check that your file is correct.
Your part
You choose what to share, you prepare the file, and you check the answer against the original. What you are allowed to share is your decision, not the tool’s.
Step 1: Decide if you need a file at all
If the information is short, such as a paragraph, a price list or a message, copy it and paste it as plain text. This is the simplest way and usually the most accurate. Use a file when the material is long, is a photo, or has a layout you cannot paste.
Step 2: Know the common kinds of file
- Plain text and Word documents (.txt, .docx): normally read well. Remove anything private first.
- PDF (.pdf): there are two kinds. A text PDF was made on a computer, and you can select and copy its words. A scanned PDF is only a picture of a page. A scanned PDF may be read less accurately, so check it closely.
- Photos and screenshots (.jpg, .png): good for a handwritten note, a price list, a receipt or a screen. Quality matters a lot (see step 3).
- Spreadsheets (.xlsx, .csv): a CSV file is a plain list of values separated by commas, which is simple for a tool to read. If your tool struggles with a spreadsheet, export the sheet you need as CSV (in most spreadsheet apps: File, Download or Save as, CSV).
- Voice notes and recordings (.mp3, .m4a, .wav): some tools can turn speech into text. Others cannot. Check what yours accepts, and read the text carefully, because names and numbers are often wrong.
Which files your tool accepts, and how big they can be, changes from tool to tool and from plan to plan. Check its official help page.
Step 3: Prepare a photo or scan
- Put the page flat, in daylight or good light, with no shadow.
- Hold the phone straight above it and get the whole page in the picture.
- Check that you can read every word yourself. If you cannot, the AI probably cannot either. Retake it.
Step 4: Keep it small and focused
Tools can only keep a limited amount of material in view at once. You can think of it like a desk: if you cover it with a 300-page book, things fall off the edge and the tool starts to miss or forget parts. Give it only the pages you need, such as the two pages of a contract that you have a question about, not the whole file.
Step 5: Remove private details
Before you upload, black out or delete ID numbers, bank and card details, passwords, home addresses and other people’s private information. For a photo, cover those parts before you take it.
Step 6: Ask a test question and check it
Read the attached file. Tell me what kind of document it is and list the names, numbers and dates you can see in it. If any part is unclear or missing, say so instead of guessing.
Compare the list with the original, item by item. If the AI missed something or invented something, fix the file or type that part in as text, then ask again.
Troubleshooting
- The tool says it cannot read the file: try another type (photo instead of PDF, CSV instead of spreadsheet), or paste the text.
- Answers ignore part of the file: send fewer pages, and ask about one section at a time.
- Slow connection or costly data: prepare and check the file first, then upload on Wi-Fi, or paste only the key text.
Value check
Try this on three real files. Note how long it takes you to prepare and check each one, and whether the answer was correct. Keep using files only for the jobs where it saved you time without mistakes.
What good looks like
- The AI quotes your file correctly when you ask it to
- Names, numbers and dates match the original
- You know which parts it could not read
- No private details were uploaded
Common mistakes
- Uploading a blurry, dark or cropped photo
- Uploading a scanned PDF and expecting it to be searchable text
- Uploading a huge file when only two pages matter
- Uploading files that contain ID numbers, bank details or passwords
- Trusting the answer without checking it against the original
Privacy and human review
Do not upload anything with ID numbers, bank or card details, passwords, medical details or other people's private information. Read the tool's data settings before you upload. Files can be kept by the service, so only upload what you are comfortable sharing.
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