Review Docsbot team information on a schedule
Keep team details close to the compliance review without adding another recurring lookup to your list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Team information and compliance review notes often live apart, making routine checks slower than they need to be.
- Retrieve full information for a specified team.
- Summarize relevant details against criteria supplied in the instruction.
- Keep a recurring team review from becoming a forgotten manual task.
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.
- 3Describe which team to inspect and which supplied 21risk review criteria matter.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real team identifier and confirm the report is useful.
Questions about this workflow
Can this determine whether team settings comply with a policy?
It can summarize team information against policy context you provide, but a reviewer should make compliance decisions.
Does it update the team?
No. This workflow retrieves team details only.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
Get Bot Details
Tool to fetch details of a specific bot by id within a team. use after confirming valid team and bot ids.
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.
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.
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'."
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.
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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