Check the documents your CustomGPT agent can reference
Get a recurring inventory of indexed content and its crawl or index status, so knowledge source maintenance is easier to keep on top of.
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
When campaign information changes, it can be difficult to remember which documents an agent has indexed or which need review.
- Review the agent's indexed webpages, PDFs, and uploaded files.
- Check crawl or index status with a recurring inventory.
- Make source maintenance visible in a run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list documents for the selected CustomGPT agent and summarize the returned crawl or index status.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real agent and verify the listed documents match its knowledge base.
Questions about this workflow
Does this update documents automatically?
No. It lists documents and their crawl or index status. Updating or removing content would require a separate workflow using an appropriate action.
Which document types can appear?
The action description includes indexed webpages, PDFs, and uploaded files.
Can this verify ActiveTrail campaign content?
It can show the CustomGPT agent's documents. Whether a document reflects the latest campaign content must be checked against that content separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Customgpt. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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