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Process documents and search knowledge bases with Docutray services

Actions3

Overview

This node integrates with Docutray services to perform searches within knowledge bases. Specifically, the "Knowledge Base - Search" operation allows users to query a selected knowledge base for relevant documents or information based on a search string. This is useful in scenarios where you want to quickly retrieve contextual data or answers from a curated set of documents, such as company manuals, FAQs, or technical documentation.

Practical examples include:

  • Searching a product knowledge base to find troubleshooting steps.
  • Querying an internal policy repository to extract relevant guidelines.
  • Retrieving customer support articles matching a user's question.

Properties

Name Meaning
Knowledge Base Name or ID Select a knowledge base from a dropdown list or enter its ID manually. This identifies which knowledge base to search.
Query The search query string (up to 1000 characters) used to find relevant content within the knowledge base.
Limit Maximum number of search results to return. Defaults to 50.
Similarity Threshold Minimum similarity score (between 0 and 1) that a result must meet to be included. Default is 0.7.
Include Metadata Boolean flag indicating whether to include metadata along with search results. Defaults to true.

Output

The output is a JSON array where each item corresponds to the search results returned by the Docutray API for the given query. The structure includes:

  • The main search results data as returned by the API, which typically contains matched documents or entries.
  • If enabled, metadata associated with each search result is included, providing additional context or attributes about the matched items.

No binary data is output by this operation.

Dependencies

  • Requires an active Docutray API key credential configured in n8n for authentication.
  • The node makes HTTP POST requests to the Docutray API endpoint: https://app.docutray.com/api/knowledge-bases/{knowledgeBaseId}/search.
  • The node expects the API to respond with JSON-formatted search results.

Troubleshooting

  • Empty or no results: Ensure the knowledge base ID is correct and the query string is meaningful. Also, check if the similarity threshold is not set too high, which might filter out valid results.
  • Invalid API credentials: Authentication errors indicate issues with the configured API key. Verify the API key is valid and has necessary permissions.
  • Malformed query or parameters: The query string should not exceed 1000 characters. Invalid parameter types or missing required fields will cause errors.
  • API request failures: Network issues or API downtime can cause request failures. Check connectivity and Docutray service status.
  • JSON parsing errors: If the API returns unexpected data formats, the node may fail to parse the response. This is rare but could happen if the API changes.

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