Keep project reference material close to support answers
Have Notis periodically review available AccuLynx project details and make useful new information available in DocsBot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Bot Source
Creates a source for a bot’s knowledge base.
Why this helps
Project details can change while support reference material remains out of date or scattered.
- Review project information without a manual reminder
- Add relevant accessible details to a DocsBot knowledge base
- Keep project context available for later questions
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and DocsBot ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review accessible AccuLynx project details and create a DocsBot source only for useful new reference material.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one project and confirm the source content is accurate.
Questions about this workflow
Will this detect every project change?
The schedule prompts Notis to review available project details. The supplied app information does not specify change history or a change-detection feature, so the automation should not assume either.
Can it add details for projects the workflow cannot access?
No. Notis can only use AccuLynx data available through the connected access and the details returned to it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Docsbot ai. A trigger fires from one place; an action lands in another.
Acculynx triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
Acculynx and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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