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Extract specific pieces of information from text using AI. Define the fields you want to extract and the AI pulls them from the source content. Use this to parse emails, documents, or any unstructured text into structured data.
1

Add the action

In the Workflow builder, click + between blocks and select Extract Information from the action library.
Action library with Extract Information highlighted
Extract Information action added to the Workflow
2

Enter the source text

In the Source Text field, provide the text you want to extract information from. Use # to reference variables from previous steps or the trigger.
Source Text field with variable reference
3

Add extraction fields

Under What to Extract, click + Add Field to create each field you want to extract from the source text.
What to Extract section with Add Field button
4

Configure individual fields

For each field, configure the field name, type, description, and whether it’s required. For detailed information on setting up fields, see Structured Output Fields.
Field settings showing name, type, and description
5

Configure advanced options (optional)

Under Advanced Options, you can:
  • Select the AI model — Choose which model to use for the extraction. Each model has different strengths — see Choose an AI model for guidance.
  • Add additional extraction instructions — Provide specific guidance or context to help the AI extract information more accurately.
AI model selector in Advanced Options
Additional extraction instructions field
6

Reference the output in later steps

In subsequent Workflow steps, reference the specific fields from this action’s output using the field names you defined. Each extracted field becomes its own variable.
Referencing extracted fields as variables in a later step
Extracted fields become individual variables you can reference in later steps — making this action ideal for feeding structured data into other actions like Update HubSpot Record or Send Email.