Search Documents
Business problem
Section titled “Business problem”Staff need a defined document lookup during a business workflow.
Result
Section titled “Result”A reviewed matching rule and a defined response for one match, no matches, or multiple matches.
Workflow diagram
Section titled “Workflow diagram”- A document lookup is needed
- Apply a confirmed lookup operation
- Validate and route the result
Actions used
Section titled “Actions used”Check the action catalog status and the field definitions supplied with your installed version.
No action names are assigned until the integration catalog is reviewed. Confirm that a suitable lookup action exists and test matching, pagination, empty results, and multiple results.
Complete administrator onboarding and obtain the approved Drive ID map. Use HighLevel user setup to prepare a test workflow.
Example values
Section titled “Example values”Planning phrase: Example Client Brief. This is not a confirmed search field, query language, or input format.
Final outcome
Section titled “Final outcome”The workflow is accepted only when its observed result matches the intended result in a non-sensitive test. Record repeated-run behavior and any values needed by a later step.
Related documentation
Section titled “Related documentation”Related actions will be linked after the action catalog is verified.