Put credential reviews on a schedule
Set a recurring review and get a concise credential update in the Chatbotkit conversation you use for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create conversation message
Adds a message to an existing conversation.
Why this helps
Periodic credential reviews are easy to postpone when checking several records and sharing the result requires another manual step.
- Make credential reviews part of a recurring routine.
- Share a concise update in an existing conversation.
- Keep follow-up context together for the team.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Chatbotkit once in Notis.
- 2Create an automation and describe what available credential information to review and summarize.
- 3Choose a recurring schedule as the trigger and identify the intended existing conversation.
- 4Choose where run reports should go, then test with one real example.
Questions about this workflow
Can the review include every certificate status?
It can summarize information available through connected app access. If a field or historical comparison is unavailable, supply it or leave it out of the requested review.
Does the schedule create a conversation?
No. This workflow posts a message to an existing conversation, so identify the intended conversation in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Chatbotkit. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
Connect any two apps with Notis in the middle.
Accredible certificates and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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