Keep captured Docsbot leads moving
Gather recent captured leads into one scheduled review, so follow up does not depend on remembering to open the bot dashboard.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bot Leads
Lists a bot’s captured leads.
Why this helps
Captured leads can sit untouched when they are stored in a separate support tool and reviewed inconsistently.
- Make captured leads easier to review routinely.
- Summarize recent records for a focused follow up block.
- Reduce context switching between bot and lead records.
Setup
Build it in a few focused steps.
- 1Connect Docsbot in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe that recent leads for the selected bot should be retrieved and summarized with any available dates or details needed for follow up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real bot and confirm the report reflects the returned lead records.
Questions about this workflow
Can I set a date range?
The action supports date filtering. Include the period you want in your instruction and confirm the returned records cover it.
Does the workflow contact leads?
The listed action retrieves lead records. It does not send messages to leads.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsbot ai. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
ActiveMerge and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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