Keep a current inventory of your Docsbot bots
Get a concise view of the team's bots on a schedule that fits your compliance review rhythm.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Without a regular inventory, teams can lose track of which bots should be included in compliance reviews.
- Retrieve the bots associated with a specified team.
- Use supplied review criteria to organize the inventory report.
- Make recurring inventory checks easier to complete.
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 Docsbot team to inventory and what 21risk review context to apply.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real team and verify the listed bots are the intended set.
Questions about this workflow
Does this inspect each bot's sources or settings?
No. This action lists team bots. Use a separate workflow with the relevant details action when you need to inspect a specific bot.
Does it create a compliance record in 21risk?
No. The workflow can report the inventory for your team to use in 21risk.
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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