Managing Through Flows

Use flows to automate knowledge base ingestion, querying, and management.

Knowledge Base Nodes

Knowledge Ingestion Node

Upload documents to knowledge bases from flows.Use Cases:

Automated document ingestion
Email attachment processing
Scheduled batch uploads
ETL pipelines

Configuration:

Knowledge base selection
Target folder
Metadata assignment
Processing options

Example Flow:

Email Trigger
  → Extract Attachments
  → Filter PDFs
  → Knowledge Ingestion Node (upload to "Customer Inquiries")
  → Send Confirmation Email

Knowledge Base Q&A

Query knowledge bases with AI-powered answers.Use Cases:

Automated question answering
Document-based decision making
Information extraction
Report generation

Configuration:

Knowledge base selection
Query input
Folder filter (optional)
Retrieval settings (top-K, threshold)
Model selection

Example Flow:

API Trigger (customer question)
  → KB Q&A (search Product Docs)
  → Format Response
  → Return Answer with Citations

Knowledge Retriever Node

Get raw chunks without AI generation.Use Cases:

Custom processing of retrieved content
Relevance search only
Building custom RAG pipelines
Advanced analysis workflows

Configuration:

Knowledge base selection
Search method (semantic, keyword, hybrid)
Number of chunks
Return metadata

Example Flow:

User Query
  → Knowledge Retriever Node (get relevant chunks)
  → Custom Analysis Node
  → Generate Custom Response
  → Return Result

Common Patterns

Automated Document Ingestion

Pattern: Email to Knowledge Base

Email Trigger
  → Extract Attachments
  → Filter Documents
  → Knowledge Ingestion Node
  → Send Confirmation

Use Case: Automatically add customer support emails to knowledge baseConfiguration:

Email integration trigger
File type filtering
Folder organization by sender/topic
Notification on completion

Document Processing Pipeline

Pattern: Process and Index

Scheduled Trigger
  → Download from Drive
  → Extract Text
  → Clean & Format
  → Knowledge Ingestion Node
  → Update Index

Use Case: Daily sync of documents from Google DriveConfiguration:

Schedule (daily, hourly, etc.)
Drive folder selection
Text cleaning rules
Knowledge base folder mapping

Intelligent Document Routing

Pattern: Route by Content

New Document
  → Analyze Content
  → Condition (Document Type?)
    → Technical: Upload to Tech KB
    → Policy: Upload to Policy KB
    → Marketing: Upload to Marketing KB

Use Case: Automatically categorize and route documents to appropriate knowledge basesConfiguration:

Content classification
Multiple knowledge base targets
Folder assignment rules
Metadata tagging

Knowledge-Driven Automation

Pattern: Query and Act

User Request
  → KB Q&A
  → Condition (Answer Found?)
    → Yes: Return Answer
    → No: Escalate to Human

Use Case: Answer questions from knowledge base, escalate if no answer foundConfiguration:

Confidence threshold
Escalation criteria
Fallback responses
Human notification

Advanced Workflows

Multi-KB Search

Search across multiple knowledge bases:

User Query
  → KB Q&A (Product Docs)
  → KB Q&A (Support Articles)
  → KB Q&A (Community Forums)
  → Synthesize Results
  → Generate Comprehensive Answer

Use Case: Comprehensive answers from multiple sources

Incremental Updates

Update knowledge base with new information:

Scheduled Trigger (daily)
  → Fetch New Documents (API)
  → Check for Duplicates
  → Knowledge Ingestion Node (new docs only)
  → Log Update Summary

Use Case: Keep knowledge base current with latest information

Integration Examples

Slack Bot with Knowledge Base

Slack Message Trigger
  → Extract Question
  → KB Q&A (Company Knowledge)
  → Format for Slack
  → Post Response
  → Track Satisfaction

Support Ticket Automation

New Ticket Trigger
  → Extract Issue Description
  → KB Q&A (Support Articles)
  → If Answer Found:
      → Post Solution to Ticket
      → Mark as Resolved
  → If No Answer:
      → Assign to Agent
      → Tag as "Needs Documentation"

Content Generation

Content Request
  → KB Q&A (gather information)
  → Generate Text (create draft)
  → KB Q&A (verify facts)
  → Human Review
  → Publish Content

Best Practices

Ingestion
Querying
Maintenance
Error Handling

Batch uploads when possible
Use appropriate folder structure
Add meaningful metadata
Validate documents before upload

Supported Files

View all supported file formats

Overview

Concepts

Flows

Agents

Genie

Knowledge Bases

Data Tables

Variables & Secrets

Tests

Analytics

Knowledge Base Nodes

Common Patterns

Advanced Workflows

Integration Examples

Best Practices

Supported Files

​Knowledge Base Nodes

​Common Patterns

​Advanced Workflows

​Integration Examples

​Best Practices

Supported Files

Knowledge Base Nodes

Common Patterns

Advanced Workflows

Integration Examples

Best Practices