Files: documents your workflows use

Files is where Loopfour keeps documents: the ones you upload and the ones your workflows save. A workflow can read a file, such as a price list or a vendor contract, and save a file, such as an exported report, for you to download later.

Files live under Files in the Studio sidebar, under Data & context. Everyone in your company sees the same files, whether a person uploaded them or a workflow saved them.

Before you start

Sign in to Studio and choose a document your company is allowed to store. Check the file types and size limits below.

Upload a file

File types and size

You can upload these types, up to 25 MB each:

• PDF
• JPG images
• CSV
• Excel workbooks (.xlsx)
• JSON
• Plain text (.txt)

Loopfour checks that a file's contents match its type. A file renamed to look like a PDF, for example, is refused.

Find and open a file

• Search. Type in Search files... at the top of the list.
• Sort. Sort the list by name, date or size.
• Open. Click a file to see it. PDFs and images show a preview. A CSV opens as a table, with a raw view you can switch to. Text files open as plain text.
• Download. Use the download button on the file's row, or Download when the file is open.
• Delete. Use the delete button on the row, or Delete when the file is open. A folder must be empty before you can delete it.

Use files in a workflow

Add the Workspace Files step to a workflow to work with files while it runs. In the step, pick what to do:

• Save file stores a file the workflow made or downloaded, such as a statement pulled from a portal.
• Get file reads a file so a later step can use it, such as a contract an AI Agent step reviews.
• List files or List folder finds the files in a folder.
• Create folder, Move or rename file and Delete file keep the folders tidy, such as one folder per month.
• Extract archive takes one file out of a ZIP file, such as the statement inside a download, and saves it.

To pull figures out of a PDF, such as the lines on a vendor invoice, see Read documents.

Files or a table?

• Use Files for a document you need to keep as it is: a contract, an invoice PDF, a bank statement, an exported report.
• Use a table for rows of data you will add to, change, filter or chart, such as a list of open invoices.

Check it worked

Open the uploaded document under Files. Check its name, folder and contents. If a workflow saved it, compare it with the result shown under Runs.

If something goes wrong

• Upload is refused. Check the file type and the 25 MB limit. Do not change the extension to bypass the check.
• A workflow cannot read the file. Check that it uses the right file. See Error messages explained.
• You still cannot upload or open it. See Get help.

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