CassidyAI

How to set up and use Categorize Text action

Use AI to categorize text based on a pre-defined list of categories. Follow these steps:

Add a Categorize Text action: While editing a Workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Categorize Text action to add it to your Workflow.

Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.

Enter "Text to Categorize": In the "Text to Categorize" field, enter the text you want to analyze and return a category for, based on the provided categories. You can reference variables from previous steps or the trigger to provide context.

*Variables are inputs from the trigger, or outputs from previous steps

Define "Key" and "Value" for Categories: Under the "Categories" section, add the Key/Value pair for each category you want the text to be sorted into. The "Key" will correspond to a unique identifier for the category, and the "Value" will correspond to the instructions for how to sort the given category.

1. Add a Categorize Text action: While editing a Workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Categorize Text action to add it to your Workflow.
 
 
 
2. Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.
 
 
3. Enter "Text to Categorize": In the "Text to Categorize" field, enter the text you want to analyze and return a category for, based on the provided categories. You can reference variables from previous steps or the trigger to provide context.
 
 *Variables are inputs from the trigger, or outputs from previous steps
4. Define "Key" and "Value" for Categories: Under the "Categories" section, add the Key/Value pair for each category you want the text to be sorted into. The "Key" will correspond to a unique identifier for the category, and the "Value" will correspond to the instructions for how to sort the given category.