Connect it to your files
You have spent four chapters teaching it to work with what you hand it. This one stops you doing the handing.
There is a specific kind of wasted afternoon that everyone in this industry recognises. A vendor sends a 40-page rate card as a PDF. You need six numbers out of it. You scroll, you copy, the formatting breaks, you retype it into a table, and by the time you have the comparison you wanted, the afternoon is gone and you have not made a single decision.
You do not have to be the courier. There are two moves, and the second one is the one people underuse.
Move one: drop the file straight in
For anything one-off, attach it to the chat and ask your question of the document itself. A vendor deck, a research report, a signed brief, a competitor's credentials PDF.
The useful framing is not "summarise this". It is to ask the question you actually have. Pull every rate in this deck into a table with the format, the placement and what is included. Tell me what this brief is asking for that the last one did not. Compare these three proposals on cost, reach and what they are quietly excluding.
That last one is the real unlock. Three vendor proposals in three different formats, reduced to one comparison table, is a task that used to eat a morning.
Move two: connect the drive
For anything you will touch more than once, connect the source instead of uploading to it. Connectors let it reach the files where they already live, so you stop maintaining a second copy of everything inside a chat window.
What is available to you varies by plan and, if you are on a work account, by what your IT team has enabled. Check what you actually have before building a habit around something you cannot switch on.
The decision rule
People overthink this. It is one line.
The failure mode worth avoiding is uploading the same file for the fifth time. That is a connector you have not set up yet.
A connector is standing access, not a one-time read. Before you connect a shared drive on a work account, be clear on what is in it and whether all of it should be reachable. This is worth two minutes of thought and a word with whoever owns the drive, rather than a discovery later.
What this actually changes
It is tempting to file this under convenience. It is not, quite. Removing the copy-paste step changes which questions get asked at all.
When pulling numbers out of four vendor decks costs a morning, you do it once, for the shortlist, after you have already decided. When it costs two minutes, you do it at the start, for everything, before you have decided anything. The analysis stops being a thing you produce to justify a decision and starts being the thing you make the decision from.
Find the most painful PDF on your desk right now, the one you have been avoiding. Attach it and ask for the specific thing you need out of it, in the exact format you need it. Then set up one connector for the folder you open most often.