Project Context Tab
Estimated time: 5 minutes
The Project Context tab is one of FlowEdge’s most powerful features. By storing background information at the project level, you give the AI richer context for every document it generates — without having to re-upload files each time.
What Is Project Context?
Project context is any background information that helps the AI understand your project better. This includes:
- Client briefs and RFPs
- Meeting notes from discovery calls
- Project outlines and scope documents
- Previous proposals or SOWs for this client
- Industry research or competitor analysis
- Technical requirements or specifications
When you add these files to the Context tab, FlowEdge uses them as reference material every time you generate a document for that project.
Context Tab vs. Upload During Generation
FlowEdge gives you two ways to provide reference material:
| Feature | Project Context Tab | Upload During Generation |
|---|---|---|
| Stored with | The project | The specific document |
| Used for | All documents in this project | One document only |
| Best for | Ongoing project reference material | One-time supporting documents |
💡 Tip
Use the Context tab for files you want the AI to reference across multiple documents. Use uploads during generation for one-off reference material specific to a single document.
How to Add Context
- Open your project from the Projects list or a client’s detail page.
- Click the Context tab.
- Click Upload to add files.
- Select your files — PDFs, Word documents, text files, or images.
- Your files appear in the context list, ready for the AI to reference.
You can add multiple files and remove them at any time.
How Context Improves Your Documents
When you generate a document for a project that has context files, the AI:
- Reads the context alongside your project description
- Extracts key details like requirements, goals, constraints, and terminology
- Mirrors the client’s language for a more personalized feel
- Includes specific details that a generic description might miss
✅ Best Practice
After a client discovery call, save your notes as a text file and upload them to the Project Context tab. This ensures every document you generate captures the details from that conversation.
What to Upload
The most useful context files include:
- Client’s own documents — Briefs, RFPs, and emails in their own words
- Meeting notes — Capture requirements and decisions from conversations
- Previous work — Past proposals or SOWs that set expectations
- Project plans — Outlines, task breakdowns, or timelines you have drafted
- Industry context — Market research or competitor information relevant to the project
⚠️ Important
Keep context files focused on the project. Uploading unrelated documents can confuse the AI and reduce the quality of your generated documents.
Related Pages
- Upload Supporting Documents — Attach one-time reference files during generation.
- Generate Form Fields — Learn how to write effective project descriptions.
- Project Overview — See all three tabs in every project.