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 "What to Extract": Under the "What to Extract" section, click "+ Add Field" to manually create each field you want to extract from the source text.

Add individual fields: After clicking "+ Add Field", you'll configure the field settings. For detailed information on setting up field names, types, descriptions, and requirements, see Using Structured Output Fields.

Configure Advanced Options: Under the "Advanced Options" section, you can:

Reference the output: In subsequent Workflow steps, you can reference the specific variables from the output of this action using the field names you defined.