2 Workspace

2.4 Resources and Files

2.4.1 What resources are

Resources are reusable assets in Marcto. They can store images, documents, links, text drafts, generated files, brand materials, product photos, project assets, reports, and final deliverables.

The value of resources is reuse and memory. They keep agents from asking for or reading the same material repeatedly, and they help teams know which files are approved, which are drafts, and which are no longer useful.

2.4.2 Files, attachments, and resources

Type	Best for	Long-term reuse
Chat attachment	One-time reference in the current conversation	Not always
Project asset	Material repeatedly used in one project	Usually
Resource library item	Cross-project or team-wide reusable material	Yes
Final deliverable	Approved or launch-ready output	Yes

If the agent only needs to inspect one screenshot for the current answer, attach it. If the team will use it later, save it as a resource.

2.4.3 Where resources come from

Resources can come from several places:

• Brand detail pages: logos, brand books, visual references.
• Product detail pages: product photos, manuals, review screenshots.
• Project detail pages: briefs, campaign assets, competitor references, final drafts.
• Chat attachments used as references.
• Agent outputs saved as resources.
• External connector data organized into reusable material.

2.4.4 Upload steps

1. Open chat, brand, product, project, or Resources.
2. Click upload, add asset, or add reference file.
3. Select a local image, document, spreadsheet, audio/video file, or other supported file.
4. Rename the title after upload so teammates understand the purpose.
5. If notes are supported, add source, use case, and cautions.
6. Link the file to the relevant brand, product, or project.
7. Tell the agent how to use the file in chat.

Suggested naming pattern:

Project/brand + channel/use + content type + version

Examples:

• Summer Launch TikTok Script v2
• Pawstro Brand Voice Guide
• Travel Bottle Competitor Review Screenshots 2026-06
• Meta Ads First Frame References

2.4.5 What the Resources page does

Use Resources to:

• View saved materials.
• Search by type, brand, project, or keyword.
• Upload new images, documents, or references.
• Delete failed drafts or outdated files.
• Open resource details, copy, download, edit, or reuse them in chat.
• Use historical outputs as references for new projects.

The resource library should not become a dumping ground. The more important a resource is, the clearer its title and notes should be.

2.4.6 Helping agents use resources correctly

After adding resources, explain their purpose in the prompt.

Vague:

Reference these files and write ads.

Better:

Use the product images to identify visual selling points.
Use the review screenshots to extract customer pains.
Use the brand book to keep the voice consistent.
Then output 5 Meta Ads creative angles, each with visual, headline, body copy, CTA, and risk notes.

If there are many resources, ask the agent to list visible files and their intended use before generating.

2.4.7 Where results should be saved

Different results belong in different places:

Result	Save to
Final ad copy, scripts, reports	Project resources
Brand voice, banned words, durable insights	Brand record
Product benefits, FAQ, specs	Product record
Product photos, logos, brand images	Resources linked to brand or product
Campaign brief, asset list, retrospective	Project
Temporary drafts and failed directions	Optional; often skip

Before saving, ask: will this be reused, has it been reviewed, and should it be linked to a specific project?

2.4.8 Maintenance advice

After every project, spend a few minutes cleaning resources:

1. Delete obvious failed drafts.
2. Keep final versions and useful test results.
3. Add titles and notes to important resources.
4. Save durable brand or product insights back to the relevant records.
5. Save the project retrospective as a resource for future work.

2.4.9 Common issues

If the agent does not use a resource correctly, check whether the resource is attached to the current chat or project. Then ask the agent to list visible resources.

If resources are hard to find, clean up unclear titles, duplicates, outdated files, and unapproved drafts.

If one file belongs to both a brand and a project, save it as a resource linked to the project and explain its long-term use in the title or notes.

If files contain customer data, order data, or internal reports, confirm team permissions and compliance requirements before uploading.