Upload a screenshot, invoice PDF or handwritten note directly in your CallMerlin chat. Merlin analyzes the content and can forward the data to your connected tools.
Until now, CallMerlin answered questions from your connected tools via voice or chat. From today, you can also upload files. Drop a screenshot, an invoice PDF, a business card photo or a spreadsheet into the chat, and Merlin analyzes the content, extracts the relevant data and offers to send it to your CRM, accounting or project management tool.
What can you upload?
- Images (JPG, PNG): screenshots, photos of business cards, handwritten notes, product photos.
- Documents (PDF, TXT, CSV, DOCX, MD, JSON): invoices, contracts, reports, spreadsheets, data exports.
Maximum file size: 10 MB per file. You can upload up to 5 files per session.
Use cases
- Screenshot of an error message: Merlin diagnoses the problem and suggests a solution.
- Invoice PDF: Merlin summarizes the amount, due date and line items, and offers to log them in Moneybird or Xero.
- Business card photo: Merlin reads name, company, phone and email, and creates a contact in HubSpot.
- Contract PDF: Merlin extracts key clauses and creates a CRM note with the summary.
- CSV spreadsheet: Merlin analyzes the data and generates a summary you can share via Slack.
- Handwritten note: Merlin digitizes the text and creates a task with the content.
How it works
- Click the paperclip icon next to the chat input, or drag a file onto the chat window.
- Merlin shows a processing indicator while the file is being analyzed.
- Within seconds you receive a summary or analysis.
- Merlin asks what you want to do: save to CRM, create an invoice, send via email, or just keep the summary.
Available on three channels
- Webcall widget: paperclip button + drag & drop on your intranet.
- Desktop app (Windows): same paperclip + drag & drop in the chat window.
- Android app: paperclip button opens your device file picker.
File upload is not available via phone (PSTN), because voice calls have no file transfer capability.
Privacy: nothing is stored
Files are processed temporarily. Images are analyzed in memory and never saved. Documents are temporarily uploaded to the AI provider for analysis and automatically deleted when the session ends. No files are stored in our database, on our servers or in cloud storage. This means full GDPR compliance with zero retention.
Combining uploads with connected tools
The real power is the combination. Upload an invoice, Merlin extracts the data, and with one confirmation the invoice is logged in your accounting package. Take a photo of a business card, and Merlin creates the contact in your CRM. This eliminates manual data entry entirely.
Getting started
File upload is available on all plans. No configuration needed. Open your webcall widget, desktop app or Android app, click the paperclip, and drop your first file.
