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Get Knowledge Base Folder Contents

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

How to set up and use Get Knowledge Base Folder Contents action

Retrieve all files within a specific folder from your Knowledge Base. Follow these steps:

  1. Add a Get Knowledge Base Folder Contents 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 Folder Contents 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 Folder: Choose how to reference the Knowledge Base folder using one of three options:

    • Static folder: Select a specific folder directly from your Knowledge Base.

      Example: This is ideal when you always need the same folder, such as a client's document folder or a specific project directory.

    • Knowledge Base Item Reference: Use a variable that references a Knowledge Base folder.

      Example: Dynamically selecting folders based on client names or project IDs from previous Workflow steps.

    • Dynamic Path: Specify a folder path based on variables or naming conventions.

      Example: Finding a client folder based on client name as an input, or accessing monthly report folders based on date variables.

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

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

  4. Use the folder contents in subsequent steps: Once configured, you can reference the following variables in your next Workflow steps:

    • Folder Name: The name of the retrieved folder

    • Link to Folder: The direct link to the folder in the Knowledge Base

    • Knowledge Base Item Type: The type such as Folder, Collection, etc.

    • Folder Contents: A list of the Item Names within the folder

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

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

Common use case with Loop and Get Knowledge Base File:

Example: Tag a client folder containing multiple contracts and proposals, then loop through each document to generate individual summaries or extract key terms from each file.

A powerful combination is to use Get Knowledge Base Folder Contents with a Loop action and Get Knowledge Base File action. This allows you to process each file in a folder individually:

  1. Use Get Knowledge Base Folder Contents to retrieve all files in a folder

  2. Add a Loop action that iterates over the folder contents

  3. Within the Loop, use Get Knowledge Base File action to retrieve each individual file's content

  4. Process each file (e.g., summarize, extract information, or analyze)

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