Keep character details current as workflow needs change
A recurring review can connect ActiveMerge workflow changes to the matching Convolo character details, with Notis applying only supplied updates.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Character
Why this helps
Character detail changes can be buried in process updates, creating extra review work and stale agent profiles.
- Review character detail changes on a regular schedule.
- Apply supplied updates to a confirmed existing character.
- Reduce manual transfers between workflow documents and agent configuration.
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 identify supplied detail changes, confirm the character ID, and update only the approved attributes.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real detail change and review the character update.
Questions about this workflow
What does this update action require?
It requires an existing character and its ID, plus the attributes to change. It updates character details rather than creating a new character.
Can it detect changes that are not available to Notis?
No. Provide the change information or make it available in connected workflow context.
Will it replace every character attribute?
The instruction should identify only the approved attributes to update and preserve all others.
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
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