Get a regular view of your CustomGPT knowledge base
A short scheduled review can surface documents that need attention before someone discovers a gap in the middle of their work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Agent Documents
Lists indexed documents in an agent’s knowledge base.
Why this helps
Knowledge base issues often stay hidden until someone asks a question the agent cannot answer.
- See indexed documents and their crawl or index status in a recurring report.
- Catch content gaps before they interrupt work.
- Keep review findings in one chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect CustomGPT in the Notis portal.
- 2Create a new automation and name the recurring document review.
- 3Tell Notis to list the agent's documents and summarize statuses or gaps relevant to your ActiveMerge document workflow.
- 4Choose a Notis cron trigger and set the review schedule.
- 5Choose a report channel and test the review against one real agent.
Questions about this workflow
Does this workflow change or reindex documents?
No. It lists agent documents for review. Reindexing or other changes require a separate action.
Can it compare against a complete ActiveMerge inventory?
Only if you provide that inventory or make it available to Notis. The listed CustomGPT action returns the agent's documents, not an ActiveMerge baseline.
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.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
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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