Keep knowledge base questions in view
Bring knowledge base questions into a recurring review so potential gaps in compliance answers are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Knowledge Base Questions
Retrieves questions stored in the knowledge base.
Why this helps
Knowledge questions may accumulate while the people who can clarify them are busy handling other work.
- Gather knowledge base questions in one recurring report.
- Use supplied criteria to highlight topics for review.
- Make it easier to assign a next step after the report arrives.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve Conveyor knowledge base questions and summarize topics that match the review criteria you provide.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real run and confirm the questions and summary are useful.
Questions about this workflow
Can Notis answer these questions automatically?
This workflow retrieves knowledge base questions. Conveyor has a separate action for submitting a single question for an AI-generated answer.
Can it find knowledge gaps?
Notis can identify patterns in the returned questions using criteria you provide. Any expected knowledge coverage or historical baseline must be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Conveyor. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Conveyor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete a Conveyor document
Deletes a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete folder
Permanently deletes a folder; this cannot be undone.
Get all access groups
Retrieves all access groups for a program.
Get Authorization Request
Retrieves details about an authorization request.
Get authorizations
Retrieves Trust Center authorizations; a valid API token is required.
Get Authorization Requests
Retrieves authorization requests.
Get all Conveyor connections
Retrieves all connections.
Get all Conveyor documents
Retrieves all documents from the trust center.
Connect any two apps with Notis in the middle.
ActiveMerge and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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