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Keep bot descriptions aligned with reviewed compliance guidance

Turn an approved finding follow-up into a focused bot update using the details you provide.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update Bot

Tool to update specific fields for a bot (e.g., name, description, settings). use after confirming valid team and bot ids.

Why this helps

After a compliance review, updating bot information can get delayed while teams translate findings into a concrete change.

  • Use finding context to prepare a specific bot update.
  • Keep the requested change explicit and reviewable.
  • Reduce the delay between an approved follow-up and the bot record update.

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Docsbot ai once in the Notis portal.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3In one instruction, specify the valid team and bot identifiers and the exact fields to update from approved finding guidance.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real approved change and verify the updated bot record.

Questions about this workflow

Does the workflow decide what change is compliant?

No. Supply the approved guidance and exact requested changes in the instruction or webhook data.

Can it update any bot field?

The action updates specific bot fields such as name, description, or settings. Specify supported, intended changes clearly.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Docsbot ai. A trigger fires from one place; an action lands in another.

21risk triggers

Docsbot ai actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Bot

Tool to create a new bot within a team. use when you have a valid team id and want to provision a new bot.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Bot

Tool to delete a specific bot by its id. use after confirming the bot id is correct to permanently remove a bot from the system.

ActionInstant

Generate Conversation Ticket

Tool to generate a structured support ticket from a chat agent conversation. use when you need to convert an existing conversation into a ready-to-submit helpdesk ticket.

ActionInstant

Get Bot Details

Tool to fetch details of a specific bot by id within a team. use after confirming valid team and bot ids.

ActionInstant

Get Team Details

Tool to fetch details of a specific team by its id. use when you need full team info including members and settings after confirming the team id.

ActionInstant

List Team Bots

Tool to list all bots for a given team. use after confirming the team id to retrieve all associated bots for that team.

ActionInstant

List Questions

Tool to list all questions asked of a specific bot. use after confirming the bot's identifier. example: "list questions for bot abc123 with status 'unanswered'."

ActionInstant

List Bot Sources

Tool to list all sources for a specific bot. use when you need to retrieve paginated source lists after confirming the bot's identifier.

ActionInstant

Connect any two apps with Notis in the middle.

21risk and Docsbot ai, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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