Upload monthly policy knowledge
Keep policy answers grounded in the latest approved operating guidance.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Upload Knowledge Bank File
Tool to upload a knowledge bank file. Use when you have a file ready to add to Convolo AI's knowledge bank (Enterprise plan only).
Why this helps
Policy updates sit in folders while the assistant continues using older material.
- Keep policy guidance current
- Reduce repeated policy explanations
- Centralize approved updates
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Convolo ai in Notis once.
- 2Create a monthly policy upload automation.
- 3Tell Notis to upload the prepared policy file and include its month, locations, and scope.
- 4Pick a notis_cron schedule, select a report channel, and test with one real policy file.
Questions about this workflow
Can the file cover several locations?
Yes. Include the locations and scope in the file or instruction.
Is Enterprise required?
Yes. Convolo ai knowledge bank file uploads are an Enterprise feature.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Convolo ai. A trigger fires from one place; an action lands in another.
7shifts triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
7shifts and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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