Source Management

    Upload, organize, and manage your content sources to power AI-generated social media posts.

    Last updated: December 2025

    What are Sources?

    Sources are the content foundation for your AI-generated posts. Upload documents, media files, or import from URLs - the AI analyzes these to create engaging social media content tailored to each platform.

    Key Benefits:

    • • Repurpose existing content into social media posts
    • • Extract key insights from documents automatically
    • • Turn YouTube videos into written content
    • • Organize content by client, campaign, or topic
    • • Generate multiple posts from a single source

    Supported Formats

    Documents

    PDF.pdf
    Word.doc, .docx
    PowerPoint.ppt, .pptx
    Excel.xls, .xlsx, .csv
    Text.txt

    AI extracts and analyzes text content from documents

    Media

    Images

    JPG, PNG, GIF, WebP, BMP, SVG, HEIC, HEIF

    Audio

    MP3, WAV, M4A, OGG, AAC, FLAC

    Video

    MP4, MOV, WebM, AVI, MKV, M4V

    Media files display thumbnails and previews

    Web Content

    URLs

    Any web page, blog post, or article

    YouTube

    Videos, Shorts - auto-extracts transcripts

    Content is automatically fetched and extracted

    File Size Limits

    Maximum file size: 50 MB per file

    Individual files must be under 50 MB. For larger files, consider:

    • • Compressing documents before upload
    • • Splitting large documents into smaller parts
    • • Using lower resolution for media files
    • • For videos, upload to YouTube and use the URL import instead

    How to Upload Sources

    Method 1
    Drag and Drop

    1. Navigate to Sources in the sidebar
    2. Drag files directly onto the upload area (dashed border zone)
    3. The area will highlight when files are detected
    4. Release to start uploading - files are automatically processed

    Tip: You can drag multiple files at once for batch uploading!

    Method 2
    Choose Files Button

    1. Click the Choose Files button in the upload area
    2. Select one or more files from your computer
    3. Click Open to start uploading
    4. Files will be processed and appear in your library

    Method 3
    Folder Upload

    1. Click Choose Folder in the upload area
    2. Select an entire folder from your computer
    3. A dialog will appear asking you to name the folder
    4. The folder name is pre-filled but can be customized
    5. Click Upload to Folder to confirm
    6. All compatible files are uploaded into the new folder

    Great for uploading entire project folders or client content batches!

    Importing from URLs

    Import content directly from any web page:

    1. Find the URL input field below the upload area
    2. Paste the web address (or press Enter after typing)
    3. Click Add Link button
    4. The system fetches, extracts, and indexes the content automatically

    Works great with:

    • • Blog posts and articles
    • • News stories
    • • Product pages
    • • Documentation and guides
    • • Press releases
    • • Company about pages

    YouTube Integration

    Turn Videos into Posts

    Paste any YouTube URL to automatically extract the video transcript and metadata. Perfect for repurposing video content into social media posts!

    Supported YouTube URL formats:

    • • youtube.com/watch?v=VIDEO_ID
    • • youtu.be/VIDEO_ID
    • • youtube.com/shorts/VIDEO_ID
    • • youtube.com/embed/VIDEO_ID

    What gets extracted:

    • • Video title
    • • Video description
    • • Full transcript (if available)
    • • Thumbnail image

    Use cases:

    • • Create quote posts from key moments
    • • Summarize video content
    • • Promote video uploads
    • • Repurpose podcast episodes

    Note: If a transcript isn't available, the AI will use the video title and description to generate posts.

    Content Processing

    After uploading, sources go through an automated processing pipeline:

    Source Status Indicators

    Processing
    Source is being analyzed and content is being extracted
    Ready
    Source is processed and ready for AI content generation
    Failed
    Processing failed - try re-uploading or check file format

    What Happens During Processing

    Documents (PDF, Word, etc.):

    • • Text extraction using AI
    • • Content indexing
    • • Preview generation

    Web URLs:

    • • Page content fetching
    • • Title extraction
    • • Main content parsing

    YouTube Videos:

    • • Transcript extraction
    • • Metadata fetching
    • • Thumbnail retrieval

    Media Files:

    • • File storage
    • • Thumbnail generation
    • • Preview preparation

    Organizing with Folders

    Keep your sources organized with folders for easy management:

    Create Folders

    Click New Folder button, enter a name, and click Create

    Rename Folders

    Click the pencil icon on any folder to rename it

    Move Sources

    Click the Move button on any source to move it to a folder or root

    Delete Folders

    Click the trash icon on a folder. Files inside are moved to root, not deleted.

    Organization Ideas

    By Client Name
    By Content Type
    By Campaign
    By Topic/Theme
    By Date/Month
    By Project
    By Platform
    By Status
    By Priority

    Managing Sources

    Move to Folder

    Click Move on any source to relocate it to a different folder or the root directory

    Delete Sources

    Click Delete and confirm to permanently remove a source

    Content Preview

    Document sources show a content preview excerpt below the title

    Media Previews

    Images show thumbnails, videos show preview frames, audio shows a player

    View Modes

    Toggle between two display modes using the buttons in the top right:

    Grid View

    Default

    Card-based layout showing source previews, thumbnails, and status badges. Best for visual browsing and media-heavy libraries.

    List View

    Compact row layout with all information inline. Best for quickly scanning large libraries and seeing more sources at once.

    Your view preference is saved and remembered for future visits.

    Pagination

    Navigating Large Libraries

    Sources are displayed 20 per page for optimal performance. When you have more than 20 sources:

    • • A pagination bar appears at the bottom of the source list
    • • See "Showing X - Y of Z sources" to track your position
    • • Use Previous and Next buttons to navigate
    • • Current page number and total pages are displayed

    Best Practices

    Do

    • Use descriptive folder names that make sense months later
    • Upload high-quality source documents for better AI output
    • Delete sources you no longer need to keep your library clean
    • Wait for processing to complete before generating posts
    • Use folder upload for batch importing related content

    Avoid

    • Uploading files larger than 50 MB (they will fail)
    • Using vague folder names like "Stuff" or "Misc"
    • Uploading corrupted or password-protected files
    • Trying to generate posts from sources still processing

    Troubleshooting

    Source stuck on "Processing"

    Processing usually takes a few seconds to a minute. If stuck longer, try deleting and re-uploading the file. Large documents may take longer to process.

    Source shows "Failed" status

    This usually means the file couldn't be processed. Check that the file isn't corrupted, password-protected, or in an unsupported format. Try re-uploading or converting to a different format.

    YouTube transcript not available

    Not all YouTube videos have transcripts. If unavailable, the AI will use the video title and description instead. Videos with auto-generated captions usually have transcripts.

    URL content not extracting properly

    Some websites block content extraction. Try copying the text content manually into a text file and uploading that instead.

    Upload fails immediately

    Check your internet connection and ensure the file is under 50 MB. Try a different browser if the issue persists.

    Ready to Generate Content?

    Now that you have sources uploaded and organized, learn how to turn them into engaging social media posts:

    On this page

    Need more help?

    Contact Support