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Sources are the raw material in your Knowledge Hub. They can be files you upload, documents from Notion, files from Google Drive, or files from OneDrive and SharePoint. Once a source is in the hub, the platform extracts its text, indexes it for search, and makes it available to the AI agent and to AI roleplays.

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Adding a source

Inside any hub, open the + Add menu and choose New File. The Add File dialog offers several ways to bring in content.
Add File dialog with options for Upload File, Notion, Google Drive, and Guru
External sources need to be connected under Settings → Integrations before you can pick content from them. See Notion integration and Microsoft 365 integration for setup. Granola notes sync into their own Granola folder automatically once connected.

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What happens after upload

When you add a source, the platform kicks off a processing pipeline:
1

Extract

The raw file is converted into plain text. PDFs and documents go through a parser that preserves headings, tables, and images. Notion pages are imported in their native structure.
2

Index

Extracted text is indexed for hybrid search (keyword plus semantic). This is what lets the AI agent find the right passage of the right source in milliseconds.
3

Summarise

A short summary and a handful of AI insights (key points, tags) are generated so you can scan a source list without opening every file.
A source’s Status moves through Pending -> Processing -> Ready while this happens. Large files can take a minute or two. The page refreshes automatically once the source is ready. If a file can’t be processed (for example, an video file with no audible track or a video over 2GB), the status becomes Failed and the source shows a short explanation you can act on.

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Video and audio sources

Video and audio sources (including .mp3 recordings) are transcribed automatically as part of processing. Once the source is Ready:
  • The full transcript text is indexed alongside every other source, so the AI agent, search, and roleplays can pull quotes from a call recording or training video the same way they pull from a PDF.
  • Opening the source shows the player next to a Transcript panel. The active line highlights as the media plays, and clicking any line seeks the player to that timestamp.
  • Closed captions are available on the player. Toggle CC to show them, and they follow the media into fullscreen.
Transcripts are English-only today, and long files (60+ minutes) are handled in one pass. If you upload an unsupported file or a video without an audio track, the source fails with a friendly error rather than retrying silently.

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Image sources

Images are described automatically by a vision model. The generated description is stored as the source’s extracted text, which means images become searchable and usable by the AI agent the same way documents are — the agent can answer “which slide showed the pricing chart?” because the chart’s contents are now text it can search.

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Using sources

Once a source is Ready, it is available in three places:
  • The hub itself - open the source to read the extracted text and insights
  • The AI agent - when you chat with the agent inside a page, it can search across every source you can see and pull the relevant passages into its answers
  • Roleplays and Programs - attach sources to a scenario or program so the AI persona speaks to the material your team actually sells against

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Cover images and metadata

For Notion, Google Drive, OneDrive, and SharePoint sources, the cover image, title, and metadata come directly from the original file — Exec mirrors what lives at the source. To change them, edit the file at the source and the Knowledge Hub picks up the update on the next sync. (Cover images and metadata are editable on Knowledge Hub pages, which are authored inside Exec.)

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Keeping content fresh

Sources from Notion, Google Drive, OneDrive, and SharePoint are refreshed automatically every 15 minutes. If you want the latest content immediately, open the source and click Resync to pull it right away. Because the source of truth lives in the connected system, the Knowledge Hub always mirrors the current state of the original file rather than keeping a version history.

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Getting Help

Questions about sources? Contact us at [email protected].