CassidyAI

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

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.

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 "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

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.

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.

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.

How to set up and use action