Lesson: How Noca AI Bots Process & Bulk Upload Files

Learn how to use Noca AI bots to parse spreadsheets, process multi-row files, and automatically execute integrations—like creating Salesforce records—all through natural language.

Prerequisites

Before starting this guide, ensure you have:

• Access to your Noca AI workspace.

• A bot configured with an automation flow (e.g., Create Leads in Salesforce).

• A data file ready for upload (e.g., an Excel or CSV file containing records to process).

What is Native File Processing?

Noca AI bots natively understand and extract structured data from attached files without needing manual schema mapping or code:

• Upload documents like spreadsheets or PDFs directly into the chat.

• Instruct the bot on what action to take using plain text.

• The bot automatically reads every record in the file and loops through the associated automation as many times as necessary.

Step 1: Open Debug/Preview Mode

1. In the Noca AI editor toolbar, click the drop-down menu next to Publish & Run.

2. Select Debug draft version.

3. A preview modal will open with a clean chat interface.

Step 2: Prepare and Attach Your Data File

1. Prepare your input file (e.g., an Excel sheet with columns for First Name, Last Name, Email, Company, and Phone).

2. In the bot chat interface, click the Attachment (paperclip) icon at the bottom of the prompt input.

3. Select your file (e.g., leads_list.xlsx) to attach it to your message.

Step 3: Prompt the Bot with Natural Language

1. In the chat box, type your instruction explaining what you want done with the file.

   • Example: "Please create Salesforce leads from my file."

2. Click Send (or press Enter).

Step 4: Monitor the Automated Execution

1. The bot will parse the contents of the attached file.

2. It will identify the required parameters and automatically trigger your configured automation once for each row or record in the file.

3. Wait for the confirmation response (e.g., “Created 3 Salesforce leads successfully.”).

Step 5: Verify the Automation via Execution Logs

1. Close the debug preview and return to your bot’s main workspace.

2. Click on the Logs tab in the top navigation bar.

3. Under Conversation Logs or Interaction Logs, observe the individual automation executions (e.g., seeing three distinct runs for a 3-row file).

4. Click into any log entry to view detailed node statistics, including:

   • Mapped input fields (First Name, Last Name, Email, etc.).

   • Output record IDs returned directly from your connected platform (e.g., Salesforce Lead ID).