AI Extract Data
The AI Extract Data action uses AI to pull the fields you define out of text, such as an email or a ticket description, and returns them as structured data. It never returns a written answer, only the fields you ask for.
The AI Extract Data action is included with the AI Toolkit.
When to Use This Action
Use this action when:
- You want specific values from unstructured text, such as a device name, a priority, a contact name, or a date
- Later steps need those values as separate fields, for example to fill in ticket fields or choose a branch
Don't use this action for:
- Written answers or summaries: Use Prompt AI.
- Tasks where AI needs to call tools or look things up: Use Invoke Agentic Action.
How It Works
- The action sends the text and your list of fields to AI.
- AI returns a value for each field, using only information found in the text.
- Fields AI cannot find are left empty instead of being guessed.
- The action stores the fields in the variable you configure.
If AI returns data that does not match your fields, the action asks again, up to five times.
Configuration
| Field | Description |
|---|---|
| Text to Extract From | The text AI reads. Select an available property, such as email.body, or unlock the field to combine several values into one string with text expressions such as {{email.subject}} {{email.body}}. |
| Fields to Extract | The fields to return. Give each field a name and a type. Use a list of choices when the value must be one of a fixed set. Each field also has its own optional Instructions, where you tell AI what to look for in that field, for example The hostname of the affected computer. |
| Instructions | Optional guidance for the whole extraction, for example how to tell two similar values apart. Supports text expressions. |
Returned Variables
Configure Store the results in Variable to use the extracted fields in later steps.
| Variable | Type | Description |
|---|---|---|
| (root) | object | One property for each field in Fields to Extract |
<FieldName> | varies | The extracted value, or empty when it is not in the text |
Access a field with {{custom.<variableName>.<FieldName>}}.
Example Use Cases
Pull details out of an alert email
- Text to Extract From:
email.body - Fields to Extract:
DeviceName(text),Severity(choice of Low, Medium, High),OccurredAt(date and time) - Later steps use
{{custom.alert.DeviceName}}and{{custom.alert.Severity}}to set the ticket title and priority.
FAQs
What happens when a value is not in the text?
The field is left empty. AI is told not to guess, so an empty field means the value was not found.
How is this different from Prompt AI with a structured response?
Both can return structured data. AI Extract Data is focused on extraction: it only returns the fields you define and leaves out anything it cannot find in the text.