Update intake assistant instructions with checked examples
Use a real intake example to ground an assistant instruction update in the contact data issues your process needs to handle.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Assistant
Update an assistant’s name, instructions, model, tools, or behavior.
Why this helps
Assistant instructions can fall behind the real issues that show up in new intake records.
- Base the requested update on an actual checked example.
- Apply the supplied instruction change to a specified assistant.
- Keep the change focused on the intake process.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and AI/ML API once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to check the supplied intake example with Addressfinder, then update the specified assistant using the new instructions supplied in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example and review the resulting assistant configuration.
Questions about this workflow
Will Notis invent new assistant policies from the check?
Provide the instruction change you want applied. Addressfinder returns contact and data quality information; it does not define your assistant policy.
Which assistant is updated?
The request or automation instructions must identify the existing assistant to update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Ai ml api. A trigger fires from one place; an action lands in another.
Addressfinder triggers
Ai ml api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel Run
Cancel a run that is currently in progress.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Text Chat Completion
Generates a text completion or chat response using an AI model.
Create Assistant
Create an AI assistant with its chosen model, instructions, and tools.
Create Message
Add a user or assistant message to an existing thread.
Create Run
Start an assistant run on a thread to process its messages and generate a response.
Create Thread
Create a conversation thread that stores messages and context.
Delete Assistant
Delete an assistant.
Delete Message
Delete a message from a thread.
Connect any two apps with Notis in the middle.
Addressfinder and Ai ml api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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