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Upload files to your project

Record calls and import files, surveys, support tickets and more to your project

To build your repository, you need to add files to each project.

You can add files to your project in three ways.

  1. Record calls with Marvin and store them in the project folder.

  2. Upload files that you’ve already have.

  3. Import data by integrating with other apps.

1. Record calls

Learn how to record meetings and webinars with the Marvin bot in our help center article.

2. Upload files

Navigate to a project from Projects or Home.

Within your project, go to Files in the left navigation bar and select Add new files. You’ll see a range of options to upload as well as record new data.

Marvin supports multiple file types. You can upload audio, video, Word and Google documents, Excel files and Google Sheets, PPTs, PDFs and Txt files.

Upload manager

While a file uploads, you continue using the app. As you navigate to a different project or run a task, you can see the status of each file in the upload manager in the bottom right corner. If you upload multiple files together, you can track the progress of each upload. If you upload multiple files together, you can track the progress of each upload.

Closing the upload manager doesn't stop or pause the upload. It continues in the background, and you can come back to the Files tab of your project to access the new files. Once the upload is complete, you can also click the folder icon in the upload manager to open it in the project.

However if you close the tab, the upload will be interrupted and you will have to start over. Marvin will show you an alert if you try to close the browser/tab.

Failed uploads

In case an upload fails, you’ll see it in the upload manager, so you may retry at another time.

The retry will resume from the last successful point, not from the beginning

You’ll also see details of the failed uploads in the Files tab of the project, not just the upload manager.

3. Import data

You can also integrate your Marvin account with other apps where your data is stored. To connect to other tools, head to the Integrations page from Settings.

Go ahead and import surveys from Pendo, Qualtrics, Google Forms, DScout and Survey Monkey, or directly upload a CSV file.

Marvin also integrates with Zendesk and Intercom so you can import support tickets. Or upload a CSV file with your support ticket data.

Access the files you added to your project from Files in the left navigation menu.

File dates

Marvin attributes a creation date to each file. By default, it considers the date on which you upload, import, or record a file.

You can revise the date of any file to which you have edit access. This means you must have edit access to the project where it is stored.

Go to the file and click the date at the top of the toolbar. Select the revised date and confirm the change.

Making sure your files have the right dates on them helps keep your data organized. You can also use them as effective filters while surfacing or analyzing your research.

Project updates

To help you easily keep track of all new files and progress, Marvin will post daily updates in each project. You'll see it above all the files.

We've designed the product updates to help you catch up at a glance. Every day, Marvin scans the project for any new files, survey responses, support tickets, research notes, etc. You can learn more about the new data without opening each file.

Marvin will also create monthly project updates and add them in a timeline view. You can use this to learn of how the project has evolved. Click Read full summary to read in more detail and access the timeline view.

In this view, you can also copy the text, copy a link to share with others, or regenerate the summary.

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