What it is
Upload a roster or an export. It joins memory. It is not a one-off.
Upload the file. It joins memory. It is not a one-off import.
What it can do
Upload the file.
CSV or Excel in Data, up to 50MB. Documents and PDFs can also go in chat.
Ask what is in it.
The rows stay with the workspace. The next session still has them.
Put the result where you already work.
Export the list. Results can land in Microsoft 365, Google, HubSpot, or the sheet. Nothing writes to the EHR.
What you can ask
- What is in this roster?
- Which rows are missing a phone number?