ContextBoard

Help center

Answers to common questions.

Getting started

Create an organization, create a workspace, and invite your team from the workspace's member settings.

Uploading and parsing documents

Drag and drop or pick files to upload. Supported formats: PDF, DOCX, XLSX, PPTX, and CSV. Processing status shows on the document list; once parsed, use the document viewer to see the extracted Markdown, JSON, or HTML.

Setting up extraction

Build a schema under a workspace's extraction schemas, then trigger a run from any parsed document. Low-confidence results appear in the review queue.

Building a context pack

Select documents or sections, add task instructions, set a token budget, and export in the format your application needs.

API keys and integrations

Generate a scoped API key from a workspace's API & webhooks settings. See the API documentation and developers pages for endpoint and MCP details.

Still stuck?

Reach out through contact sales and we'll help directly.