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Notis

Keep CustomGPT document details organized

Carry the useful context from document preparation into the agent's knowledge base, so pages are easier to recognize and manage.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update Page Metadata

Updates metadata for a page in a project.

Why this helps

An agent's knowledge base can become hard to navigate when imported pages have unclear titles or missing categories.

  • Apply supplied titles and categories to matching knowledge base pages.
  • Make documents easier to identify during later reviews.
  • Use context already available from the document workflow.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and CustomGPT once in the Notis portal.
  • 2Create a named automation from Automations, New Automation.
  • 3Tell Notis to update the matching CustomGPT page metadata using only the title, description, URL, or category supplied with the request.
  • 4Choose a Notis webhook trigger and send the page identifier and desired metadata from ActiveMerge in its HTTP request.
  • 5Choose where run reports go and test with one real page.

Questions about this workflow

Can the workflow infer a category that ActiveMerge does not provide?

Only if you instruct Notis to derive one from the supplied content. If a reliable category is required, include it in the webhook request.

Does this action change the document itself?

No. Update Page Metadata changes document metadata fields such as title, description, URL, and custom metadata.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Customgpt. A trigger fires from one place; an action lands in another.

ActiveMerge triggers

Customgpt actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete CustomGPT Project

Permanently deletes a project.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Activate Persona Version

Restores a previous persona version as active and adds a new history entry; requires Custom plan.

ActionInstant

Delete CustomGPT Project License

Deletes a license from a project.

ActionInstant

Add Source to Project

Adds a source to an agent’s knowledge base; indexing begins immediately.

ActionInstant

Get Project License

Retrieves a license for a specific project.

ActionInstant

Clone CustomGPT Project

Clones an agent, including its knowledge base, persona, and settings.

ActionInstant

Get Project Settings

Retrieves the settings for a project.

ActionInstant

Create Conversation

Creates a conversation session for an agent.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveMerge and Customgpt, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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