Keep chatbot project knowledge current on a schedule
Let Notis review project changes on a cadence you choose and save a short, factual update for your Chatbotkit bot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Dataset Record
Adds a text record to a dataset for bot knowledge retrieval.
Why this helps
Project status changes can be easy to miss when people rely on a chatbot or shared knowledge that was last updated manually.
- Create a regular, concise record of project changes
- Make current project context easier for a bot to retrieve
- Reduce the burden of remembering a manual knowledge refresh
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Chatbotkit once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for project knowledge refresh.
- 3Tell Notis to review the AccuLynx projects you specify, summarize material changes and open work, and add a dated record to the specified Chatbotkit dataset.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run it once with a real project example and review the dataset record.
Questions about this workflow
Can the schedule identify which projects to review?
Specify the project scope in your instruction. Notis does not provide a filter builder in this setup flow.
Will the workflow know what changed since the last run?
Only if the needed history or baseline is available from AccuLynx or supplied in the instruction. Otherwise, the record should be described as a current snapshot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Chatbotkit. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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