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Update Knowledge Base Document

Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a month ago

How to set up and use Update Knowledge Base Document action

Update a document in your knowledge base using workflow outputs. Follow these steps:

  1. Add an Update Knowledge Base Document 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 Update Knowledge Base Document 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. Select Document to Update type: Choose how you want to reference the document to update:

    • Static Document: Select a specific document from your Knowledge Base.
      ​Example: Keeping a running list of feedback.

    • Knowledge Base Item Reference: Reference a document using a variable containing a Knowledge Base item. For example, if a Knowledge Base item was a trigger input, you could point it to that same file to update it.
      ​Example: Augmenting existing documents with a summary, FAQ, etc.

    • Dynamic Path: Use a dynamic path with variables to reference the document.
      ​Example: After client meetings, update a single document with a summary of all the meeting minutes over time, saved to the correct folder and document based on the client name.

      • Select Knowledge Base Collection: Choose the collection where the document is located.

      • Document Path: Enter the path separated by forward slashes to specify the exact location of the document.

      • Create if Not Found: Toggle this option on if you want to create the document and any missing folders if they don't exist.

  4. Select Update Method: Choose how you want to update the document:

    • Replace entire document: Completely replaces the existing document content with new content.

    • Append to end: Adds new content to the end of the existing document.

    • Prepend to beginning: Adds new content to the beginning of the existing document.

  5. Enter Document Content: In this field, specify the text that should be used to update the Knowledge Base document. You can reference variables from previous steps or the trigger to dynamically generate the content.

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

Here's a sample of the type of output you can expect:

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