AI actions - Extract information from text
- The AI actions feature is available only when the feature is selected in the AI features for the tenant.
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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 Extract information from text action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to extract specific information from unstructured text. The output can be plain text or JSON, based on the details you provide. You can use the result later in the workflow to store values or evaluate conditions.
For example, after a customer submits a written incident report, you may need to extract details such as the claim type, incident date, and location. Use the Extract information from text action to capture these fields and route the result to the appropriate team for assessment and processing.
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Configure the Extract information from text
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Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.
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Type the text or select a variable that contains the text in the Input text field.
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In the Information to extract field, enter the fields or details to extract from the text.
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In the Output type field, choose either Text or JSON.
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Select or create a variable in the Extracted text field to store the result.
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Type the information you want to extract using plain language, a list of field names, or a JSON schema A format that defines the structure, required fields, and data types of JSON data..
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To ensure consistent JSON output, enter a JSON schema or example in the Information to extract field.
- When the output type is set to JSON, the result is returned as a JSON string, not a structured JSON object. Use the Query JSON action to extract individual values. Repeat this step for each field you want to use.
AI actions - Extract information from text action fields and settings
| Section | Field | Description |
Variable |
|---|---|---|---|
| (Unlabeled) | Input text |
A variable that contains the text to extract information from.
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File |
| Information to extract | The fields or values to extract from the text. Describe using plain language, a list of field names, or a JSON schema. | Text | |
| Output type | The format for the extracted result. Choose Text or JSON. | Text, JSON | |
| Output | Extracted information |
Stores the result as unstructured text or structured JSON string.
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Object |