AI actions - Detect PII

Important: 
  • The AI actions feature is available only when the feature is selected in the AI features for the tenant.

  • AI Actions have input limits to ensure safe and predictable results. Each action that analyzes or extracts information from text can process up to 100,000 characters and up to 1,000 repetitive pattern occurrences. Any input that exceeds these limits will not be processed. Some actions that only convert documents or images to text without analyzing the content, do not enforce these limits.

Use the Detect PII action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to identify personally identifiable information (PII) in unstructured text. PII includes sensitive data such as names, email addresses, phone numbers, identification numbers, and financial details. You can use the result later in the workflow to flag sensitive content, enforce compliance, or prevent unauthorized sharing.

For example, an HR team may need to review employee records before sharing them externally. Use the Detect PII action to scan the text for names, ID numbers, and contact details, then route records containing PII for additional review.

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Configure the Detect PII action

  1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

  2. Select a variable that contains the text you want to scan for PII in the Text to analyze field.

  3. Type the instructions to detect the types of PII and specify any standards the model should follow in the PII detection instructions field.

  4. Select or create a variable in the PII detected field to store the result.

AI actions - Detect PII action fields and settings

Section Field Description

Variable
(Unlabeled) Text to analyze A variable that contains the text to scan for PII.
Supports long-form text, messages, and documents converted to text.

Text
  PII detection instructions Defines the type of PII the action should identify and any standards to apply. Text
Output PII detected

Stores the detected result as an object with the following variables:

  • PII detected: Boolean data of PII detection.

  • Detected PII: A list of PII values stored in a collection.

Object