Files & Formats

Uploads, exports, and what Threader does with your data.

File Uploads

Most Threader tools accept document uploads to improve analysis quality. Uploading briefs, research reports, or competitor analysis helps the AI ground its outputs in your specific context.

Supported Upload Formats

File Size Limits

• Per file: 10MB maximum
• Total uploads per project: 50MB combined
• Number of files: Up to 5 files per tool session

What Threader Extracts

Different tools look for different information in your uploads:

The Diagnosis

• Client and brand names
• Stated objectives and goals
• Business context and challenges
• Budget and timeline constraints
• Research findings and data points
• Competitor mentions

The Listener

• Audience descriptions and demographics
• Employee research insights
• Behavioural patterns
• Purchase drivers and barriers
• Segment definitions

The Promise

• Competitive landscape information
• Employer promiseing statements
• Market share data
• Category insights
• Differentiators and USPs

The Radar

• Competitor names and brands
• Market positioning
• Messaging themes
• Product/service features
• Campaign examples

Export Formats

Every Threader tool lets you export your work in multiple formats for presentations, reports, and client deliverables.

Available Export Formats

Visual Exports

Tools with visual components (The Listener, The Promise) offer additional export options:

• PNG Images: High-resolution exports of lens maps, positioning charts, and visualisations
• SVG Files: Vector graphics for editing in design tools (selected visualisations)

Selective Export

Most export modals let you choose exactly what to include. Toggle sections on or off:

• Workspace logo (if uploaded)
• Talent challenge reframe and strategic outputs
• Client brief and original inputs
• Project constraints and context
• Tool-specific sections (audience insights, EVP statements, employer brand platforms)

Export Best Practices

For Client Presentations

Use PowerPoint exports for pitch decks (especially from The Signal). Use PDF exports for polished, professional deliverables that preserve formatting across all devices.

For Internal Collaboration

Use Word documents when you need teammates to comment, edit, or iterate on outputs.

For Slide Decks

Export visualisations as PNG images and paste them into PowerPoint, Keynote, or Google Slides. Export text as plain text for easy copying into speaker notes.

For Archiving

Save PDF versions for long-term storage and human readability. PDFs ensure you can reference projects years from now without compatibility issues.

Free Roam Mode Features

Send to Existing Pitch

When working in Free Roam mode, you can send your outputs to an existing pitch project. Look for the "Send to Pitch" button in the tool interface.

How it works:

• Complete your work in Free Roam mode (any tool)
• Click "Send to Pitch" instead of just saving to your library
• Select which existing pitch project should receive this data
• The content integrates with that pitch's cascade

Use case: You want to explore alternative talent segment definitions without disrupting your main pitch. Work in Free Roam on The Listener, then send the best option to your active pitch project.

File Privacy & Security

Your uploaded files and exported data are private:

• Workspace isolation: Only users in your workspace can access your files
• Encrypted storage: Files are encrypted at rest and in transit
• No AI training: Your documents are never used to train AI models
• Deletion: Deleting a project removes all associated files permanently

See our Privacy & Security page for detailed information.

Troubleshooting

Upload Fails or Times Out

• Check file size (max 10MB per file)
• Ensure file isn't corrupted or password-protected
• Try converting PDF to .docx if extraction fails
• Check your internet connection

Text Not Extracting Properly

• Scanned PDFs need OCR before upload (use Adobe Acrobat or similar)
• Image-heavy documents may extract poorly-use text-based formats where possible
• Complex tables in Word docs might need simplification

Export Formatting Issues

• Word exports use standard styles-adjust formatting in Word after download
• PNG images are 1920px wide by default-request higher resolution if needed
• Special characters may render differently across systems-test on target platform

How to Export

From Any Tool

1. Complete the tool (generate outputs)
2. Click the Export button in the action bar
3. Choose your format (PowerPoint, Word, or Copy)
4. For PowerPoint/Word: the file downloads automatically
5. For Copy: paste into your destination

PowerPoint Export (PPTX)

The Playbook and The Signal export directly to PowerPoint:

1. Complete the tool (generate concepts or territories)
2. Click Export in the action bar
3. Click Export PPTX
4. The PowerPoint file downloads automatically
5. Open in PowerPoint, Keynote, or Google Slides

What's in the PPTX Export

The Playbook:

• Title slide with brand, territory, and brief summary
• One slide per concept (3 total)
• Hook, Spark, Synopsis prominently displayed
• Visual Treatment, Audio Direction, Format Fit, Production Notes
• Scene breakdown and Midjourney prompts in speaker notes
• Clean white design with professional typography

The Signal:

• Title slide with brand and category
• Context slide (tension and insight, if included)
• One slide per territory (up to 5 total)
• Territory name, definition, why it works
• Cultural tension and rationale in speaker notes
• Professional, pitch-ready layout

Exporting the Golden Thread

After completing the Pitch Flow, you can export your full Golden Thread:

1. Go to The Brief or The Signal
2. Click Export
3. Select Full Pitch Brief or Golden Thread Summary
4. The export includes outputs from all upstream tools

Exporting to PDF

Use your browser's print function:

1. Press Ctrl+P (Windows) or Cmd+P (Mac)
2. Select "Save as PDF" as the destination
3. Adjust settings as needed
4. Click Save

What's Included in Exports

PowerPoint Export (PPTX)

• Professional slide layouts with brand name and date
• All concept/territory details formatted for presentation
• Speaker notes with additional context and details
• Clean design optimized for readability and editing
• Employer Threader footer on all slides

Word Export (DOCX)

• All outputs from the tool (forced outputs and optional fields)
• Employer Threader header with tool name
• Professional formatting with sections and headers
• Timestamp and date
• Clean formatting suitable for editing and client delivery

Copy to Clipboard

• Plain text of the selected outputs
• No formatting (paste and style as needed)
• Quick way to get content into other tools

Sharing with Clients

Threader outputs are genuinely pitch-ready:

• PowerPoint exports can be used directly in client presentations
• Word exports provide detailed documentation
• Forced outputs work as slide headlines
• Professional formatting throughout all export types
• Edit and refine before presenting (these are strategic starting points, not final copy)

Sharing with Team Members

Within a Pro workspace, all team members can see all projects. No need to export to share internally.

For external collaborators:

• Export to Word and share via email or your usual file sharing
• Add them to your workspace (Pro only) for live access

Export Limitations

• No public sharing links: Exports are files, not live links
• Images not included: AI-generated image prompts export as text; generate images separately

Saving Your Library

Each tool has a project library. To back up your library:

1. Open the Library panel (📁 icon)
2. Click Export Library
3. Save the JSON file as a backup

You can import this file later to restore projects.