Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

ClickUp
Trigger: Watch Folders
Knowledge
Action: Select an action
1. Select a trigger
  • Triggers when a specific folder event happens.

  • Triggers when a specific goal event happens.

  • Triggers when a specific list event happens.

  • Triggers when a specific space event happens.

  • Triggers when a specific target event happen.

  • Triggers when a task or subtask is created or updated.

  • Triggers when a specific task or subtask event happens.

2. Select an action
  • Search uploaded files using semantic similarity to retrieve relevant facts and context needed to answer the user’s question. Use this tool when the answer depends on information contained in the uploaded documents.

  • Appends information to the knowledge base.

  • Deletes a file from the knowledge base.

  • Replaces file content in the knowledge base.

  • Replaces existing text content in the knowledge base.

  • Uploads a binary file to the knowledge base.

  • Add content(text) to the knowledge base

Select a trigger and an action

Create workflow (opens in a new tab)