How to Add Files to Your Workflow and Troubleshoot Common Issues

Learn how to enhance your workflow by adding files, troubleshooting common issues with note selection, and ensuring your action items are properly managed in AccuFlow.

November 7, 2025 By Ryan Meinzer

In this guide, we'll learn how to troubleshoot issues when adding files from your library to a workflow, especially when the system does not recognize or display your notes. Understanding how to connect your notes to your workflow can help you organize action items and ensure nothing is missed.

We'll also look at possible reasons why files might not appear and what steps you can take to resolve this.

Let's get started

Okay. I am trying to add to my workflow.

1

Go to Otio - Your personal librarian for the internet

Step #2: Click here — Click here

I have a simple workflow: if there are action items, email them to AccuFlow so I can add them to my to-do list.

Step #3: Click here — Click here

Step #4: Click here — Click here

Very simple. Let's go check the library.

Step #5: Click here — Click here

We go to the library.

Step #6: Click on "Al agent" — Click on "Al agent"

Step #7: Click on "°" — Click on "°"

I have two notes. One is about database topics and frequently mentions "student" and "school." The other is from a consulting website.

Step #8: Click on "Note - November 7th : 12:52" — Click on "Note - November 7th : 12:52"

Step #9: Click here — Click here

Step #10: Click here — Click here

Step #11: Click on "XM Tek - Agile , JavaScript , PHP , Python Architecture Experts" — Click on "XM Tek - Agile , JavaScript , PHP , Python Architecture Experts"

Step #12: Click on "Python Architecture" — Click on "Python Architecture"

Step #13: Click here — Click here

So, two. Let's go back up to workflows.

Step #14: Click on "A" — Click on "A"

Step #15: Click here — Click here

Go to the workflow and add a file so it can read it.

Step #16: Click here — Click here

Step #17: Click here — Click here

Step #18: Click here — Click here

Step #19: Click on "+" — Click on "+"

I come in here, select "readers," then choose "read file." It prompts me to create or select from the library.

Step #20: Click on "Readers" — Click on "Readers"

Step #21: Click on "file" — Click on "file"

That makes perfect sense.

Step #22: Click on "Select from library" — Click on "Select from library"

No items found.

Step #23: Click here — Click here

Step #24: Click on "# Tags" — Click on "# Tags"

Um, okay.

Step #25: Click on "SOFTWARE DEVELOPMENT" — Click on "SOFTWARE DEVELOPMENT"

Step #26: Click on "PRODUCT MANAGEMENT" — Click on "PRODUCT MANAGEMENT"

There are no tags selected, so that cannot be the issue.

Step #27: Click on "Х" — Click on "Х"

Step #28: Click on "Х" — Click on "Х"

Step #29: Click on "Cancel" — Click on "Cancel"

Step #30: Click on "folders or ask Al" — Click on "folders or ask Al"

Maybe it doesn't understand. Maybe I need to talk to CADY? No, that does not work. Student?

Step #31: Click here — Click here

32

Type "student"

Step #33: Click here — Click here

No, that didn't work either.

Year also didn't work.

Step #34: Click here — Click here

35

Type "year"

Maybe the XM tag.

Step #36: Click here — Click here

37

Type "cady"

Maybe it just doesn't see the note.

Step #38: Click here — Click here

39

Type "XM Tek"

"" Uh, okay.

Step #40: Click on "Cancel" — Click on "Cancel"

What should we do next?