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  • What it is
  • Choosing your perimeter
  • Reading the report
  1. Docs
  2. Deep Research
  3. Choosing your perimeter

Choosing what Deep Research reads

The perimeter is the set of files a research run is allowed to read. Choosing it well is most of the work: too narrow and it misses things, too wide and it spends time and credits on documents that were never relevant.

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DDhwanit· Max

Good afternoon

Tip: mention a meeting with @ to draft its follow-up

Talk liveRecordDeep Research
Ask anything — @ to attach, / for skills
Auto
Deep Research
Upload & indexIndex all here
Contracts
14 files
XLS
Q3-forecast.xlsx
DOC
Discovery-call-notes.md
Indexed
All selected files are indexedAdd to chat

Add to chat once everything is green

Choosing and indexing a research perimeter
  1. Tick the files or folders to research
  2. Grey means it is not indexed yet
  3. Index it here, no need to leave
  4. Add to chat once everything is green

Picking files and folders

  1. Open Deep Research from the plus menu

    The file picker opens.
  2. Tick files, or whole folders

    A folder brings everything inside it.
  3. Press Add to chat

    The blue pill appears in the composer.

The indexing dots

Every row carries a dot. Green means indexed and usable. A partial dot on a folder means only some of its files are indexed. Anything not indexed cannot be researched, because there is nothing to search inside.

Indexing files that are not ready

The picker has Upload & index for new files and Index all here for a folder. Individual rows offer Index now, or Retry index if a previous attempt failed. See adding and indexing files.

The progress step

After choosing, you see a progress screen that groups your selection into complete, in progress, waiting and failed. Add to chat only enables once everything you selected is ready. This is deliberate: a run that silently skipped half your files would be worse than waiting.

Turning it off

Tap the blue Deep Research pill in the composer. That clears the whole perimeter.

Scope by folder rather than by file when the question is broad. Metir can map a folder cheaply and then target the parts that matter.

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  • FilesWorkspace
  • What it isDeep Research
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