Automating knowledge base documents

[brenttiesflies]

I have a simple scenario in Make. The webhook is pulling in the correct info, and a file is being created in our pickaxe knowledge base. Here are my questions:

1. The document being created is not assigning to any tool. We have 2 but only use one. Is there a way to automatically assign it to a tool? Or if we get rid of 1 tool that we don’t use, will it automatically assign to the 1 remaining tool?
2. The documents in the knowledge base are .txt files. Can they be automatically generated as pdf files? Does it matter?
3. The information being pulled through includes urls for images on our website. Is there a way for those images to be displayed/rendered?
   I don’t know why I can’t figure this out, I feel like this should be easy and/or already being done by others… frustrated…

[Ned.Malki]

Hey @brenttiesflies

1) Document is created but not assigned to any tool

Cause:
Pickaxe → Create Document only creates the file in the Studio Knowledge Base. It does not attach it to a specific Pickaxe.

Fix in Make:
Add a second module after Create Document.

• Module: Pickaxe → Connect or Attach Document to Pickaxe
• Inputs:
  • document_id → map from the output of Create Document
  • pickaxe_id (or list) → hardcode or map from your webhook payload

Tip: Confirm the document and the Pickaxe are in the same Studio selected in the module.

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2) Website URL to process vs Raw content of document

Use only one input per run.

• If you already have the text, leave Website URL empty and fill Raw content only.
• If you want Pickaxe to fetch a page, fill Website URL and leave Raw content empty.

Using both at once can cause conflicts.

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3) Passing uploaded images from Pickaxe to Make

You must use a Connected Action. Without a Connected Action you will not get the upload URLs.
Add the following excerpt to your ConnectedAction.js action code and replace the webhook URL.

// ConnectedAction.js (excerpt)
// Purpose: forward uploaded image URLs from Pickaxe to your Make webhook

export default async function action({ inputs, http }) {
  // Pickaxe provides image URLs as a JSON string
  const imageUrls = JSON.parse(process.env.PICKAXE_END_USER_IMAGE_URLS || "[]");

  // Send to your Make webhook
  await http.post("https://hook.integromat.com/XXXXXXXX", {
    json: {
      ...inputs,           // any other fields you collected in the form
      image_urls: imageUrls
    }
  });

  return { ok: true, forwarded_images: imageUrls.length };
}

Notes:

• PICKAXE_END_USER_IMAGE_URLS is a JSON string. Parse it first.
• In Make you will receive image_urls as an array. Use that array to render images in your Markdown before Create Document or store them as needed.

-Ned