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If your material already lives in Google Drive, Notion, Confluence, SharePoint, or Slack, connect the source from Settings instead of uploading by hand. The connector indexes it and keeps the knowledge base in sync as the source changes. Point a connector at the folders that hold clean sales material rather than a whole drive: you control exactly what the copilot can quote, and indexing stays fast. A connected source is tied to the account of the person who connects it, and the content it indexes is used on that person’s calls. For material the whole team should answer from, upload it as a document or capture it as a battle card.
Start with uploads, add connectors once you want content to stay current on its own.