Keep Docsbot team details easy to find
Put team context in a scheduled report so important membership and settings information is easier to check when needed.
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 details can be hard to recall when a founder needs to audit access or understand the current setup.
- Make team details easier to review at a predictable interval.
- Keep membership and settings information accessible in run reports.
- Reduce manual navigation when team context is needed.
Setup
Build it in a few focused steps.
- 1Connect Ably and Docsbot ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that the automation should retrieve and summarize the details for a specified Docsbot team.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real team identifier and inspect the report.
Questions about this workflow
Does the action update team settings?
No. Get Team Details retrieves team information. Updating requires a separate action and explicit change instructions.
Can it retrieve all teams?
This action retrieves details for a specified team. Use List Teams when you need the authenticated user's team list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Docsbot ai. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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