Add an Extract Information 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 Extract Information 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 "Source Text": Input the text from which you want to extract information. You can reference variables from previous steps or the trigger that contain the source text.

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

Configure extraction fields: You can extract multiple fields, each of which you need to specify the "Field Label" (variable name to be referenced later), "Description of data to extract" (specific instructions for how to extract that field), and "List?" (can return multiple items for that field). You can add multiple fields by clicking "Add Field".