Extract Information
Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

How to set up and use action

Extracts specific information from text. Follow these steps:

  1. 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.

  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 "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

  4. Enter "What to Extract": Describe the specific piece of information you want to extract from the source text. For example, if the source text is a scraped blog post, you might enter "Blog Author" to extract the author's name.

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

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