Feature: Project & File Management
Overview
Clario organizes your entire workspace around Projects.
Each project is a secure, structured environment that stores your uploaded files, generated insights, visualizations, and reports — all in one place.
Projects allow you to manage multiple workflows efficiently while keeping your data, context, and agents organized.
Every agent action, from analysis to visualization, operates within a project’s context for consistency and data integrity.
What It Does
Lets you create and manage multiple projects for different tasks or teams
Supports uploads of multiple file formats including PDF, DOCX, TXT, CSV, and XLSX
Automatically indexes files so agents can access them intelligently
Stores insights, reports, and visualizations generated by agents
Keeps all actions project-scoped for privacy and contextual accuracy
Each project acts as a self-contained workspace.
Agents use only the files, context, and insights available within that project — ensuring full data separation and security.
File Management
Upload and Access Files
Upload your documents, datasets, or reports directly into your project.
Clario supports both local uploads and cloud imports from Google Drive and OneDrive, with more connectors coming soon.
Smart File Context
Agents automatically understand the content and structure of your uploaded files.
You can reference files directly in chat using @ followed by the file name, giving agents instant context for reasoning or analysis.
Example:
“@financial_report summarize the Q4 performance”
Secure File Handling
Uploaded files remain private and encrypted within your project.
Agents process only the relevant portions of each file, never using your content for retraining or external storage.
Project Organization
Create Projects
Start a new project for each topic, dataset, or workflow.
Projects help you manage multiple research or business goals without data overlap.
Manage Team Access
Invite collaborators to your project when team functionality is enabled.
Each user’s actions remain logged and context-bound, ensuring transparency and secure collaboration.
Linked Insights and Reports
All insights, charts, and reports generated during analysis are automatically stored inside the project for easy retrieval and reuse.
Example Workflows
Data Analysis Project
Create a project called “Sales Data 2025”
Upload CSV and XLSX datasets
Run analysis using the Data Analyst Agent
Visualize results with the Plotter Agent
Generate a performance report with the General Agent
Research Project
Create a project called “Sustainability Trends”
Upload PDF and DOCX research files
Use Web Search and Deep Research agents for real-time context
Compile a structured report
Why It’s Powerful
Keeps data and workflows organized and isolated by project
Enables agents to reason contextually using only relevant files
Supports both local and cloud file integration
Provides persistent storage for insights and outputs
Ensures privacy and compliance through project-level data security
Summary
Clario’s Project & File Management system is the foundation of its agentic architecture.
It keeps your files, insights, and reports organized while giving agents structured access to data.
Every project acts as a private, intelligent workspace — secure, collaborative, and built for scalable analysis.
