---
title: "Knowledge sources - give Floral what your company already knows | Floral"
description: "Upload PDF, DOCX and XLSX files up to 25 MB, add a web page or crawl a whole website, or paste text up to 2 MB. Sources become searchable by the assistant and are used in briefings - visible to the whole organisation or a single workspace."
canonical: https://floral.so/features/knowledge-sources
---

# Knowledge sources - give Floral what your company already knows | Floral

> Upload PDF, DOCX and XLSX files up to 25 MB, add a web page or crawl a whole website, or paste text up to 2 MB. Sources become searchable by the assistant and are used in briefings - visible to the whole organisation or a single workspace.

Source: https://floral.so/features/knowledge-sources

Core feature · Capture everything

# Give Floral what your company already knows

Meetings are half the story. The other half is already written down somewhere.

Price lists, product sheets, case descriptions, the help centre, the internal notes everyone forwards. Add them as sources and they become part of the same living knowledge as your meetings - searchable by the assistant and used in the briefings before your next meeting.

[Try free for 30 days](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo)

How it works

## Three ways in, one place to find it

### Files, websites or plain text

Upload PDF, DOCX and XLSX files up to 25 MB. Point Floral at a single web page, or let it crawl a whole website. Or paste up to 2 MB of text straight in. Each source is visible to the whole organisation or just one workspace - you decide when you add it.

[See where files are stored and processed ](https://floral.so/features/security-and-data)

File

PDF, DOCX, XLSX · up to 25 MB

Price list 2026.xlsx

Website

One page, or crawl the whole site

help.yourcompany.com

Text

Paste up to 2 MB

Objection handling - internal notes

### Searchable by the assistant, used in briefings

Once added, a source is part of the knowledge engine. Ask the assistant what the price list says about volume discounts and it answers with the document behind it. Before a meeting, the briefing draws on the same material - so what your company knows is in the room, not in a folder.

[See the AI assistant ](https://floral.so/features/ai-assistant)

![The assistant answering a question with the sources it used](https://floral.so/img/features/site/assistant-sources.en.png)

In detail

## What a source can be, and what it does

### Documents up to 25 MB

PDF, DOCX and XLSX. Upload the file once and every teammate with access can ask about it.

### Web pages and whole websites

Add a single page, or let Floral crawl an entire site - your own help centre, a partner's documentation, a public price list.

### Pasted text up to 2 MB

The notes that only live in someone's inbox. Paste them in and they stop being private knowledge.

### Searchable by the assistant

Sources are searched by keyword and by meaning alongside meetings, summaries and records. Answers show which source they came from.

### Used in briefings

Before a meeting, the briefing pulls in what your sources say - so the preparation reflects your own material, not only public data.

### Organisation- or workspace-visible

Choose whether a source is shared across the whole organisation or stays within one workspace. Shared where it should be, private where it must be.

Related features

## Pairs well with

[AI assistantAsk across meetings and sources in one question, and see which source the answer used.Learn more ](https://floral.so/features/ai-assistant)[AI meeting briefingsBriefings draw on your sources alongside registry data, financials and news.Learn more ](https://floral.so/features/ai-meeting-briefings)[Workspace AI contextSources are what Floral knows; context is how it should talk about it.Learn more ](https://floral.so/features/workspace-ai-context)

[All core features](https://floral.so/features)[All CRM add-on features](https://floral.so/features/crm)

## Frequently asked

What can I add as a source?

Three things: files, web pages and text. Upload PDF, DOCX and XLSX files of up to 25 MB each; add a single web page or let Floral crawl a whole website; or paste text of up to 2 MB straight in.

What happens to a source once it is added?

It becomes part of the knowledge engine. The assistant can search it - by keyword and by meaning - and briefings draw on it when they are written for your next meeting.

Who can see a source?

You choose when you add it. A source can be visible to the whole organisation or only to one workspace, so a shared price list can be company-wide while a team’s own material stays with the team.

Does the assistant tell me which source it used?

Yes. Answers show the meeting, summary or source they are built on, so you can open the document and check the evidence yourself.

Where are uploaded files stored and processed?

In the EU. Files are parsed in the EU, stored in the EU, and never used to train models. See the security and EU data page for the full picture.

Insights

## Read more

[Insights →](https://floral.so/insights)

- September 4, 2026 · 9 min read  
### [What the Danish company registry tells you before a meeting, and how to read it in five minutes](https://floral.so/insights/company-registry-data-meeting-preparation)  
Every Danish company files its ownership, management, industry and accounts in the public CVR register. Most sellers and advisors never open it. Here is what is in there, the seven questions it answers before you walk in, and where it stops.
- April 2, 2026 · 10 min read  
### [Sales knowledge base best practices: the four components of one your team will actually use](https://floral.so/insights/sales-knowledge-base-best-practices)  
Most sales knowledge bases die within a year. Here are the four components that make a sales knowledge base self-sustaining, and the honest criteria for evaluating tools.
- December 16, 2025 · 7 min read  
### [How to cut new sales hire ramp time in half](https://floral.so/insights/how-to-cut-new-hire-ramp-time-in-half)  
The average B2B sales rep takes 8 to 12 months to reach full productivity. That is too long. Here is how leading sales teams are using meeting intelligence to give new hires instant access to institutional knowledge, cutting ramp time dramatically.

## Put what you already know to work

Upload a price list or your help centre, then ask the assistant about it. Free for 30 days, no card.

[Try free for 30 days](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo)
