Move approved workflow files into the agent knowledge bank
When ActiveMerge has prepared a knowledge file, a webhook can hand it to Notis for upload to the specified Convolo AI knowledge bank.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Knowledge Bank File
Uploads a file to a knowledge bank.
Why this helps
Useful reference files can be ready in a document process but still require a separate upload before an agent can use them.
- Hand off a ready file from document workflow to knowledge bank.
- Reduce the manual upload step for reference material.
- Keep the source file and upload request tied together.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Convolo AI once in the Notis portal.
- 2Create an automation in Notis Automations, New Automation.
- 3Tell Notis to upload the supplied ready file to the specified Convolo knowledge bank only when the account has an Enterprise plan.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real file and a confirmed eligible Convolo account.
Questions about this workflow
Is a Convolo Enterprise plan required?
Yes. The listed knowledge bank upload action is available on the Enterprise plan only.
Does this create a character?
No. It uploads a file to the knowledge bank. Identify the relevant destination and ensure the file is ready.
Can the workflow upload a file that ActiveMerge has not finished generating?
No. Send the webhook only when the file is ready and accessible to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Convolo ai. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Character
Creates a new character.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Evaluate Character Performance
Evaluates a character’s conversation performance and returns ratings and feedback.
Generate Starter Conversation
Generates conversation starters or follow-up suggestions for a character.
Get Character Response
Generates a text or voice response from a character in an ongoing session.
List Voices
Lists the available voice types.
Set Core AI Settings
Updates a character’s core AI settings.
Upload Knowledge Bank File
Uploads a file to a knowledge bank.
Connect any two apps with Notis in the middle.
ActiveMerge and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Convolo ai.