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

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Knowledge Base Nodes

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
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
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

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Common Patterns

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
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
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
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

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Advanced Workflows

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

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Integration Examples

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

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

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Best Practices

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

Supported Files

View all supported file formats