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Meeting Context vs. Attachments

A meeting can carry two very different kinds of material, exposed through two separate API surfaces. Choosing the right one matters: context is read by the AI agent, attachments are not. This guide explains the distinction so you can pick the correct endpoints.

At a Glance

Meeting Context Meeting Attachments
Purpose Text-biased material the AI agent should read Raw files/links kept for reference or download
Accepted content Structured/text formats (JSON, CSV, TSV, XML, HTML, YAML, Markdown, plain text) Any MIME type (PDFs, images, recordings, arbitrary files)
Processing Converted to clean Markdown, PII-scrubbed, secret-redacted None — stored byte-for-byte as uploaded
Injected into AI prompt? Yes — visible to the agent No — never reaches an agent prompt
Storage Sanitized/converted copy Verbatim original bytes
Max upload size 4.5 MB 50 MB
Typical use CRM records, spreadsheets, research briefs, text exports Slide decks, scanned documents, images, call recordings
First-party API /v1/meetings/{id}/context /v1/meetings/{id}/attachments
Partner user API /v1/partner/user/meetings/{id}/context /v1/partner/user/meetings/{id}/attachments

Meeting Context

Meeting context is the material you want the AI agent to read and reason over. When you upload a context document it is:

  1. Converted to canonical Markdown from its source format.
  2. Sanitized — PII (credit card numbers, SSNs, emails), secrets (API keys, tokens, passwords) and spreadsheet formula-injection patterns are redacted or escaped.
  3. Injected into the agent's prompt for any chat session scoped to the meeting.

Because context is fed to the agent, it is intentionally text-biased: only structured and text formats are accepted, and binary content is rejected. Use context for anything the agent should actually understand — CRM records, exported spreadsheets, research briefs, prior meeting notes.

Conversion and sanitization run asynchronously after upload. Downloading a context document returns the converted, sanitized copy once preprocessing has produced one; until then it returns the original uploaded bytes. Do not assume a freshly uploaded document has already been scrubbed.

See the AI-Enabled Meeting Prep guide for a full walkthrough of uploading context and conversing with the agent.

Meeting Attachments

Meeting attachments are raw artifacts a meeting carries. Any MIME type is accepted and the bytes are stored exactly as uploaded — nothing is normalized, nothing is PII-scrubbed, and the content is never injected into an AI prompt. Attachments are for material humans (or downstream systems) will download and open directly: slide decks, scanned PDFs, images, call recordings, or links to external resources.

Attachments never influence what the AI agent knows about a meeting. If you want the agent to read something, upload it as context instead.

Choosing the Right API

  • Should the AI agent read it? Upload it as context (uploadMeetingContext). It must be a text/structured format.
  • Is it a raw file/link kept for humans to download (or a binary format like a PDF, image, or recording)? Upload it as an attachment (createMeetingAttachment).
  • Not sure? Ask whether the agent needs to understand the contents. If yes, it's context; if it's just being stored or shared, it's an attachment.

Attachments are not visible to the AI

Uploading a PDF or image as an attachment will not make its contents available to the agent. Convert it to a supported text format and upload it as context if you need the agent to read it.