Project files vs task files: Files uploaded directly inside a task are disposable - they exist only for that conversation. Files uploaded at the project level are persistent - they’re available to every task in the project, automatically, without being re-uploaded or re-explained.
What to upload
Upload anything that provides lasting context for your work on this initiative. The best project files are things you’d otherwise paste or re-explain in every task.| File type | Examples |
|---|---|
| Company context | Company deck, one-pager, mission/strategy doc |
| Financial data | P&L, financial model, cap table (.xlsx, .csv) |
| Research | Market reports, competitor teardowns, user interviews (.pdf) |
| Brand assets | Brand guidelines, logo usage, design system |
| Product specs | PRD, feature specs, user stories (.pdf, .md) |
| Reference data | Pricing data, industry benchmarks, customer data exports |
You don’t need to upload everything upfront. Start with the files you’d reach for most often, and add more as the project evolves.
Upload files to a project
Open the files panel
Click the Files tab in the project sidebar. This shows all files currently shared across the project.
Upload your files
Click Upload or drag and drop files into the panel. You can upload multiple files at once.
Success check: Uploaded files appear in the project files panel and can be referenced from any task.
Supported file types
Rocket natively understands five file formats. These aren’t treated as plain text dumps - each format is parsed for its structure, relationships, and meaning.| Format | What Rocket understands |
|---|---|
PDF (.pdf) | Full text extraction, document structure, headings, tables, images, and page layout |
Excel (.xlsx, .xls) | Multi-sheet workbooks, formulas, cross-sheet dependencies, charts, merged cells, and comments |
CSV (.csv) | Column structure, data types, and row relationships |
Markdown (.md) | Headings, sections, code blocks, tables, and links |
Images (.png, .jpg, .jpeg, .webp, .gif, .svg) | Visual content, embedded text, diagrams, and UI layouts |
Word documents (
.doc, .docx) and rich text files (.rtf) are also supported. Google Sheets and Notion pages can be connected as live sources via connected services.How Rocket reads files
Most AI tools perform flat text extraction - they strip a file down to raw text and discard everything else. Structure, formulas, cross-references, and visual elements are lost in translation. Rocket performs deep structural parsing. It doesn’t just read what a file says - it understands how it’s organized, how parts relate to each other, and what the data means.Excel (.xlsx) - the most structured format
Excel (.xlsx) - the most structured format
Excel is where most business decisions live - financial models, operational dashboards, planning templates, data exports. Rocket understands the full complexity of a spreadsheet, not just the cell values.Multi-sheet workbooks: Rocket reads all sheets in a workbook together, including hidden sheets. A 15-sheet financial model is understood as one interconnected workbook, not 15 disconnected tables.Formulas: Rocket identifies every formula, extracts the expression, and knows its evaluated result. It understands that a cell showing
450,000 is actually =SUM(D2:D11) - both the logic and the output are available.Cross-sheet dependencies: When a formula references another sheet, Rocket maps that relationship. If Sheet 3’s projections are driven by assumptions on Sheet 1, Rocket knows the direction of that dependency and can trace it.Merged cells: Merged headers that span columns are read correctly as headers, not as empty adjacent cells.Charts: Embedded charts are detected with their type, title, and underlying data source ranges. A revenue trend chart isn’t a black box - Rocket knows what data it’s visualizing.Cell comments: Analyst notes, review flags, and assumption explanations embedded as comments are extracted and surfaced alongside their cell location.Hyperlinks and embedded images: Cells containing links or embedded images are recognized, with their location and content captured.Structural summary: Before using any data, Rocket can generate a structural map of the workbook - which sheet does what, how data flows between them, and where the key inputs and outputs are.PDF
Rocket extracts full text with preserved document structure: headings, sections, tables, and reading order. Embedded images within PDFs are analyzed visually, not skipped. This means a PDF financial report with tables and charts is understood as a structured document, not a wall of text.
CSV
CSV
Rocket reads column headers, infers data types per column, and understands row-level relationships. Multi-column datasets with mixed types (text, numbers, dates) are parsed correctly without needing a schema explanation.
Markdown
Markdown
Rocket respects Markdown structure: headings define sections, code blocks are treated as code, tables retain their columns, and links are recognized. A spec written in Markdown is understood as a structured document with hierarchy.
Images
Images
Rocket analyzes image content visually. This covers embedded text (screenshots, scanned documents), diagrams and flowcharts, UI mockups and wireframes, and charts. You can upload a competitor’s screenshot or a hand-drawn wireframe and reference it directly in a prompt.
File size limits
| Plan | Max file size | Max total storage per project |
|---|---|---|
| Free | 10 MB per file | 100 MB |
| Personal | 50 MB per file | 500 MB |
| Rocket | 50 MB per file | 1 GB |
| Booster | 100 MB per file | 5 GB |
These limits apply to project-level shared files. Files uploaded directly to a task have their own limits. Check Limits for the full breakdown.
How tasks use shared files
When you create or continue a task inside a project, Rocket already has access to all shared files. You don’t need to re-upload or re-describe them.Rocket reads project files automatically
Every task in the project can draw on the shared files without any action from you. Rocket is aware of them from the first message.
Reference files explicitly when it helps
For the most precise results, mention the file by name in your prompt: “Using the brand guidelines PDF, build a landing page that matches our visual identity.” Explicit references ensure Rocket applies the right file to the right part of the task.
Rocket may also draw on relevant files automatically when the context is clear, even without an explicit mention.
Organize files
As your project grows, keeping files organized helps both you and Rocket find what’s needed.Use descriptive file names
Use descriptive file names
Name files clearly:
brand-guidelines-v2.pdf is better than document.pdf. Descriptive names help Rocket match files to task context and make it easier for collaborators to find what they need.Remove outdated files
Remove outdated files
If a file has been superseded, remove the old version to avoid confusion. Rocket may reference outdated files if they’re still present in the project.
Upload early in the project lifecycle
Upload early in the project lifecycle
Add foundational files - brand guides, product specs, research data - when you first create the project. This ensures every task from the start has access to the right context.
Keep files focused
Keep files focused
Upload files that are relevant to the project’s scope. A project about “Q3 Product Launch” doesn’t need your company’s full employee handbook - just the product brief and brand assets.
Delete shared files
To remove a file from a project:- Open the Files panel in the project sidebar.
- Hover over the file you want to remove.
- Click the Delete icon.
- Confirm the deletion.
What’s next?
Connect services
Link Notion, Google Docs, and other tools for live external context.
Context flow
See how files and task outputs create shared context across your project.
Projects overview
Start a new project and upload your first files.
Build from an attachment
Use uploaded files as a starting point for a Build task.