File Search

File Search Configuration

Overview

The File Search node queries your knowledge folders to retrieve relevant information and context. Connect your workflow to your organization’s knowledge base - search through documents, files, and data stored in knowledge folders to enrich AI responses, validate information, or provide context for decisions.

Best for: Knowledge retrieval, document search, context enrichment, RAG (Retrieval Augmented Generation), and accessing organizational knowledge.

Perfect for:

  • Searching company documentation and knowledge bases

  • Retrieving relevant context for AI agent responses

  • Finding specific information across multiple documents

  • Implementing RAG (Retrieval Augmented Generation) patterns

  • Validating information against internal knowledge

  • Enriching workflows with organizational data

Not ideal for:

  • Real-time web search (use Web Search node)

  • Fetching data from external APIs (use HTTP Request node)

  • Processing individual files (use direct file attachments)

Configuration

File Search Configuration

Knowledge Folder

Select the knowledge folder to search from your workspace’s available folders.

Options:

  • Choose from connected knowledge folders

  • Each folder contains your uploaded documents and files

  • Folders can include PDFs, Word docs, spreadsheets, and more

Search Query

The search query to find relevant information. Supports Manual, Auto, and Prompt AI modes.

Manual mode examples:

Prompt mode example:

Max Results

The maximum number of relevant results to return (default: 5)

Recommendations:

  • 1-3 results: Focused, specific queries

  • 5-10 results: Broader context needed

  • 10+ results: Comprehensive searches (may impact performance)

How It Works

1

Query Processing

Query is processed against the selected knowledge folder.

2

Semantic search finds the most relevant document chunks.

3

Ranking

Results are ranked by relevance score.

4

Return Top Results

Top N results are returned based on max results setting.

5

Use Results

Retrieved information is available to subsequent nodes.

Example Use Cases

Customer Support with Knowledge Base

Product Information Lookup

Document Validation

Accessing Search Results

Access the retrieved information in subsequent nodes:

Result Structure

Each result contains:

  • content: The relevant text chunk from the document

  • score: Relevance score (0-1, higher is more relevant)

  • source: Source file name and location

  • metadata: Additional file metadata

Using in Agent prompts:

Limitations

  • Knowledge Folder Scope: Only searches within the selected knowledge folder

  • Result Quality: Depends on quality and completeness of uploaded documents

  • Chunk Size: Large documents are split into chunks; relevant information might span multiple results

  • Real-time Updates: Document changes require reprocessing before they appear in search results

Important: Ensure your knowledge folders are regularly updated with current information for accurate search results.

Best Practices

  • Write Specific Search Queries More specific queries return more relevant results. Include key terms, product names, or topics rather than generic searches.

  • Adjust Max Results Based on Use Case Start with 5 results and adjust based on response quality. Too few might miss important context, too many can dilute relevance.

  • Keep Knowledge Folders Organized Organize knowledge folders by topic or domain for more targeted searches. Separate technical docs from marketing content.

  • Combine with Agent Nodes File Search is most powerful when combined with Agent nodes. The agent can synthesize and interpret the retrieved information.

  • Test with Real Queries Test your file search with actual questions users might ask to ensure knowledge folder content is sufficient and queries return relevant results.

  • Handle No Results Add a condition after file search to handle cases where no relevant results are found. Provide fallback responses or escalation paths.

Next Steps