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Upload a file to your Knowledge Base from within a Workflow. Use this to automatically store trigger attachments, generated reports, exported documents, or any file output from a previous step.
1

Add the action

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

Enter the file name

Specify the name for the uploaded file. You can use # to insert variables from previous steps or the trigger to dynamically generate the file name.
File Name field with variable reference
3

Select the file to save

Choose the file source:
  • Trigger attachment — Select files attached to email triggers or form submissions. Useful for automatically saving contracts, invoices, or reports sent via email.
  • Variable from previous step — Use files generated by other Workflow actions, such as Export as PDF or Export as Microsoft Word Document.
4

Select the location

Choose where in your Knowledge Base the file should be uploaded:
  • Static Folder — Select a specific folder directly from your Knowledge Base. Best when you always upload to the same location, such as a contracts folder.
Static Folder selection from Knowledge Base
  • Knowledge Base Item Reference — Use a variable that references a Knowledge Base folder. Useful when the destination folder is selected dynamically, such as a client folder from a trigger input.
Knowledge Base Item Reference variable selector
  • Dynamic Path — Specify a folder path using variables or naming conventions. Select the Knowledge Base Collection, then enter the Folder Path separated by forward slashes. Toggle Create if Not Found to automatically create the folder if it doesn’t exist.
Dynamic Path with Collection, Folder Path, and Create if Not Found toggle