How to set up and use Get Knowledge Base File action
Retrieve a specific file from your Knowledge Base. Follow these steps:
Add a Get Knowledge Base File 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 Get Knowledge Base File 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.
Select File: Choose how to reference the Knowledge Base file using one of three options:
Static file: Select a specific file directly from your Knowledge Base.
Example: This is ideal when you always need the same document, such as a company policy or standard template.
Knowledge Base Item Reference: Use a variable that references a Knowledge Base item
Example: Looping through a folder and grabbing each file's contents to process them individually.
Dynamic Path: Specify a file path based on variables or naming conventions. Example: grabbing last week's report or finding a client document in a folder of multiple clients based on the client name as an input.
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.
Use the file data in subsequent steps: Once configured, you can reference the following variables in your next Workflow steps:
File Name: The name of the retrieved file
File Contents: The actual content/text within the file
Link to File: The direct link to the file in the Knowledge Base
Knowledge Base Item Type: Will show "Document" for files
Knowledge Base Item: A comprehensive object that includes ID, Name, Item Type, and Item Contents
Variables are inputs from the trigger, or outputs from previous steps
Here's a sample of the type of output you can expect:
