Finds a specified element within a given text using AI-powered text analysis.
Overview
This procedure searches for and extracts specific information from text strings. It can handle both singular and plural forms, work with multiple choice options, and answer questions about the content. The search is powered by AI to understand context and meaning beyond simple text matching.
Make sure to add the Document Processing Book to your agent before using this automation procedure.
Syntax
Below is a line-by-line overview of the automation syntax. Expand each line to learn more.
find {the item} in the text
What does it do?
Begins the search for the specified thing within the target string.
Where does it go?
This phrase should be written on a new line.
Is it required?
✅ Yes — This phrase is required.
Does it require data?
✅ Yes — Replace the item with the item(s) to locate within the text, which can be singular or plural. This should be descriptive of the item(s) to find. Replace the text with the text to search in, which can be a sentence, a paragraph, or a reference to a previously defined value in the automation.
the options are "option1", "option2", "option3"...
What does it do?
Provides a list of possible options to choose from.
Where does it go?
Indented under find {the item} in the text where.
Is it required?
❌ No — This phrase is optional.
Does it require data?
✅ Yes — Replace option1, option2, option3, etc. with the available choices.
Example
the options are "Apple", "Banana", "Cherry"
the question is "your-question"
What does it do?
Specifies a question to answer based on the text content.
Where does it go?
Indented under find {the item} in the text where.
Is it required?
❌ No — This phrase is optional.
Does it require data?
✅ Yes — Replace your-question with the question you want answered.
Example
the question is "What is the sender's email address?"
the response format is "response-format"
What does it do?
Specifies the desired format of the response.
Where does it go?
Indented under find {the item} in the text where.
Is it required?
❌ No — This phrase is optional.
Does it require data?
✅ Yes — Replace response-format with one of the following: string, text, date, table, list of texts, list of numbers, list of dates, list of records, structured data, json. The default is string.
Example
the response format is "json"
Examples
1. Simple Find
In this example, we are finding the word "fox" in the sentence.
the animal: "fox"
2. Find People in a Sentence
Here, the people John, Sarah, and Tim are looked for in the sentence.
the people: "John", "Sarah", "Tim"
3. Find with Options
In this example, a color is looked for in the sentence using the available options.
the color: "red"
4. Find Multiple Things
In this example, the sweet spots (Java House and Café Mocha) are looked for in the memo.
