Save to Knowledge Base
Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

How to set up and use action

Create a new document in your knowledge base using workflow outputs. Follow these steps:

  1. Add a Save to Knowledge 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 Save to Knowledge 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 "Document Name": Specify the name for the new knowledge base document. You can reference variables from previous steps or the trigger to dynamically generate the document name.

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

  4. Specify the "Location": Choose the folder or collection within your knowledge base where the new document should be saved. You can select an existing location or create a new folder directly from this dropdown menu.

  5. Enter "Document Content": In this field, specify the text that should be used as the body content of the knowledge base document. Reference the output variable from a previous step, such as a "Generate Text" action, to automatically populate the document with dynamically generated content.

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

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