The NimbleBrain Storage Tool is a versatile platform feature designed to empower users to upload, organize, and integrate their proprietary data effortlessly. With this tool, users can create folders composed of a variety of diverse data sources such as PDFs, CSVs, Web URLs, Notion, Slack, and more and seamlessly connect them to custom AI-driven Agents or Workflows. The Storage tool provides a user-friendly interface for uploading, organizing, and managing data sources, making it easy to structure and utilize information from various applications all in one central location.
The folders are the foundation for the Agents and Workflows as they are the reference material in which the tools interface with. Whether for marketing, compliance, HR, or any other vertical, the Storage Tool transforms raw data into a powerful asset, enabling users to maximize efficiency and achieve their goals with ease.
Storage Structure
The Storage page is the repository for all individual folders and sources that the agents and workflows can use. On the Storage homepage, the repository of the individual folders used by the agents and workflows will be displayed individually.
Each Folder is composed with as many individual Sources as uploaded by the user. Essentially each folder is a library of individual Sources utilized by the Agents and Workflows where an Agent or Workflow can utilize as many or few folders as desired.
Each Folder can be composed of any file type supported by NimbleBrain. File types can be Airtable, Notion, Slack, PDF, CSV, TXT, URL, and more. Some file types are available for all users while some Source types are available only for premium plans.
Getting Started with Storage in NimbleBrain
On the Homepage, on the left hand side, select Storage.
Once selected, you will be redirected to the Storage page and should see all of the Folders created thus far.
Creating a New Folder
To create a new Folder, follow these steps:
Click on the
+New button in the top left corner of the page.A form titled Add to Your Storage will appear prompting you to input data from one of three separate ways:
Drag and drop files to upload
Import URLs
Utilize Integrations
To add to your storage, start by selecting Create a new folder and type in your new folder name or select Add to existing folder. Once selected, add your data to your folder through one of the three options listed above.
1. Files
Adding your data to a new or existing file is very simple. Just drag and drop your files onto the window or click on the Select Files button and select the files you want to upload from your device. Once your files have been selected, click Upload.
2. URLs
If you would like to link websites to your data source, use the URLs tab. There are two options to upload URLs,
Upload URLs individually
Bulk Import
Both options allow for single or multiple URL uploads, all the user needs to do is copy and paste their desired URLs then select Upload when all URLs have been added.
For the Bulk Import option, paste multiple URLs by importing each URL individually, then pressing enter / return to start the next line before pasting the next URL.
3. Integrations
The third option to add your data to a Folder is through the Integrations tab.
Simply select the source you would like to input, follow the instructions for integrating the source to your folder, then select Upload.
You should get a notification saying "Successfully Created Dataset" at the top of the page.
Your Folder should now be visible on the Storage page and ready to integrate with your Agents!
Repeat for as many Folders as need.
When building an agent for a specific application, it may seem beneficial to combine all of your data sources together into one folder. Doing this will result in confusing organization as many different files are stored in a singular location. Since agents and workflows can reference multiple folders, separate your data accordingly as needed. For example, a restaurant may make a folder for menus and a separate folder for FAQs about the restaurant.
ℹ️ File Size Limitations
Individual data sources are limited to a maximum file size of 5MB per file.
If your file exceeds 5MB:
Break the data into smaller files and upload them separately.
Contact NimbleBrain Support if you encounter issues uploading files.
Managing Your Sources
After uploading, you will see all uploaded Sources listed within your selected folder. For each source, you can see the name as well as the original file name.
Deleting a Source
To delete a Source from a Folder, simply select the folder, then select the ellipses button top the right of the source. You may preview, refresh, or delete the source. Once selected, a pop-up window will appear asking:
Select OK to delete the Source or Cancel to abort the deletion of the Source.
When OK is pressed, a window will appear stating that the source is being deleted. When complete, a window will appear at the top of the screen saying "Successfully deleted source".
The source will no longer be present in the Folder and will no longer be used by Agents and Workflows.
Best Practices for Storage Management
Organize Your Folders: Only use sources relevant to your given Agent. Improper Sources can greatly reduce Agent accuracy and can give incorrect responses.
Name Sources Clearly: Use clear and descriptive file names to make data easier to manage. Include dates if applicable too.
Review Before Uploading: Ensure data quality and accuracy before uploading to avoid uploading incorrect data that can affect Agent responses.
Monitor File Sizes: Keep files within the 5MB limit to streamline uploads.
Troubleshooting
If your file upload fails:
Double-check the file size and format to ensure compatibility.
Clear your browser cache and try uploading again.
Reach out to NimbleBrain Support if the issue persists.