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Documentation Index

Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt

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Create a new document in your Knowledge Base from within a Workflow. Use this to automatically generate and store documentation, meeting notes, reports, or any content your team needs to reference later.
1

Add the action

In the Workflow builder, click + between blocks and select Create Knowledge Base Document from the action library.
Action library with Create Knowledge Base Document selected
Create Knowledge Base Document action added to the Workflow
2

Enter the document name

Specify the name for the new document. Use # to insert variables from previous steps or the trigger to dynamically generate the name.
Document Name field with variable reference
3

Enter the document content

In the Document Content field, specify the text for the document body. Reference output variables from previous steps — such as a Generate Text action — to populate the document with dynamically generated content.
Document Content field with variable reference
4

Select the location

Choose the folder or collection within your Knowledge Base where the new document should be saved.
Location selector showing Knowledge Base folders