Search with filters

You can add filters to search steps in your workflow to scope results from connected apps.

Filters let you target specific data, such as emails matching certain criteria or files in a particular folder. You can describe filters in natural language or edit them manually.

Before you begin

Before using this feature, complete the following steps:

  • Ensure that a Gemini Enterprise administrator has enabled the Workflow Builder feature toggle in your app's feature management settings. For more information, see Manage web app features.
  • Ensure that the app you want to search is connected as a data store in your Gemini Enterprise app. For more information, see Connect a third-party data store.

Add a search step with filters

App

  1. Open your Gemini Enterprise web app in a browser.
  2. Navigate to an existing workflow or create a workflow.
  3. In the flow builder, click Add step.
  4. In the Add step panel, go to the Apps section.

  5. Click the app name (for example, Gmail) and then click a search action (for example, Find message(s)).

    The search step is added to your workflow, and its configuration panel opens.

  6. In the Filter messages field, describe the filter you want to apply in natural language. For example: "Emails from the last 24 hours with attachments" or "Messages with the label 'urgent'."

  7. Click + or the microphone button to submit your filter description.

Edit filters manually

App

  1. In the search step configuration panel, click Edit manually for the Filter messages field.
  2. Configure the filter criteria using the manual filter fields.

What's next