What is the Upload File action?

The Upload File action lets you automatically add files to your agent using a Zapier workflow. When triggered, your agent receives the file and can use its content to answer questions.

This is useful for:

• Adding email attachments to your agent automatically
• Syncing new documents from Google Drive, Dropbox, or OneDrive
• Processing files when specific events happen in connected apps

You can configure:

• Which agent receives the file
• Whether the original file is kept or deleted after processing
• The filename used for storage
• The file content to process

This allows your agent's knowledge base to grow automatically based on incoming data from connected apps.

How to configure this action in Zapier

1. Log in to your Zapier account and click Create Zap.

2. In the Trigger section, select the app that will start the workflow (e.g., Slack, Google Drive, orany supported Zapier app trigger. ).

3. Choose a trigger event such as New Email, New File in Folder, or New Attachment and test the trigger to make sure it's working correctly.

4. In the Action step, search for CustomGPT.

5. Select the Upload File action

6. When prompted, sign in to CustomGPT by clicking Sign In and entering your API key. To get your API key, see the API Key Guide .

7. In the Set up action section, configure the fields you want to update:

• Agent Name (required): Choose the agent where the file will be uploaded.
• Data Retention (required): Select how to handle the file after processing.
• Filename For Storing File (required): Specify the name for the uploaded file.
• File For Processing (required): Select the file content from your trigger step.

8. Click Continue, then use Test to confirm that the action runs as expected.

9. Once confirmed, click Publish to activate your Zap.

Input parameters