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AI assistants can add finished files to a deal

When Claude or another assistant connected to Nucleo produces a finished file — a PDF quote, a slide deck, a Word document, a spreadsheet or an image, up to 25 MB — it can now upload it straight to the deal. The file becomes a draft document with its own number, ready for you to review, approve and send from Brain. It can also be saved as a new version of an earlier file, or become the official PDF of a document written in Brain.

Every file is checked when it arrives, and documents made of a file show it on their public page: PDFs right in the page, other formats with a download button.

Questions about this release? Talk to the team.
AI assistants can add finished files to a deal · Changelog · Nucleo