Step templates ​

  • Add document into collection: creates a document in a specified Lookup collection. It can be useful for content management, organizing data, or preparing documents for further processing.

  • Add property: extends the metadata of your Lookup collections by adding custom properties. It's particularly useful for categorizing, sorting, or providing additional context to the data stored in your collections.

  • Chat history: saves the history of a chat interaction in a structured format, tailored to work with the Conversation (Lookup) Step. It can help review conversations, train chatbots, or analyze customer inquiries.

  • Conversation: enables context-aware conversations by augmenting queries with relevant information from the specified Lookup collection. You can use the Step for interactive dialogues, automated customer support, and information retrieval from structured document collections.

  • Create collection: establishes a new collection in Lookup for efficient document storage and retrieval. You can define custom metadata properties for your collection to manage data in a structured way.

  • Create document from Notion: creates a new document in the specified Lookup collection using data fetched from Notion. You can use it to consolidate information from Notion into Lookup or automate the migration of documents from Notion to Lookup collections for better organization and retrieval.

  • Create passage: adds a passage to a document within a Lookup collection. It's beneficial for breaking down large documents into smaller, searchable text segments or passages, enhancing the granularity and precision of search within the collection.

  • Create batch Passages: creates multiple passages within the specified document in a single request. It's particularly useful for importing bulk data into a searchable format.

  • Delete collection: removes a collection from Lookup including all related documents, passages, and custom properties. It's great for eliminating redundant or outdated data.

  • Delete document: removes an individual document from a Lookup collection. It's useful for content management, especially when certain documents are outdated, irrelevant, or were added incorrectly.

  • Delete passage: removes an individual passage from a Lookup collection. It's useful for content management, especially when certain passages are outdated, irrelevant, or were added incorrectly.

  • Find all collection documents: fetch documents from a Lookup collection based on specific search criteria or sorting parameters. It's handy for data analysis, content management, and integrating Lookup data into other processes or workflows.

  • Get all collections: retrieves all collections associated with the OneReach.ai account. It's beneficial for administrative or analytical purposes where you need to retrieve, sort, or filter collections based on specific criteria.

  • Get all passages in collection: retrieves all passages from a specific Lookup collection. It's ideal for instances where you need to review, analyze, or manage the content within your collections, particularly when dealing with a large number of passages.

  • Get all passages in document: retrieves all passages from a specific document in a Lookup collection. It's ideal when you need to review, analyze, or manage the content on a document level.

  • Get collection: retrieves detailed information about a specific collection, including its content, structure, or associated metadata.

  • Get document: fetches detailed information about specific documents within a collection. You can use this Step for content review, metadata assessment, or integration with other data-driven processes.

  • Get passage: fetches specific information about a passage within a document. It's beneficial for content review, analysis, or integration with other data processes.

  • Get pages from Notion: retrieves a list of pages from Notion as individual pages or as part of a database. This can be useful for content synchronization, data migration, or building dynamic content repositories.

  • Search: performs advanced search within a specific Lookup collection. It's particularly useful for retrieving precise information from large volumes of text or when dealing with complex queries.

  • Update collection: updates a Lookup collection with a new description, image, and settings. You can use this Step to modify the metadata or configuration of an existing collection in the Lookup system.

  • Update document: updates a document description and status in a specified Lookup collection.

  • Update passage: updates the content of a specific passage within a document in the Lookup collection. You can also update additional properties associated with the passage if they are defined in the collection schema.

  • Wait for event: triggers certain actions in your Flow based on specific events occurring in your Lookup system. You can use it to initiate a process when a new document is added to a collection or when a passage within a document is updated or deleted.