Keep agent knowledge documents visible and reviewable
Make document status checks a recurring habit so knowledge base issues are easier to catch amid partner 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 documents can become stale or remain unindexed while attention is focused on partner operations.
- Review indexed content and status
- Spot documents that may need follow-up
- Reduce manual checking of agent knowledge sources
Setup
Build it in a few focused steps.
- 1Connect Adtraction 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 project, summarize crawl and indexing status, and flag items requiring review with available Adtraction context if relevant.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real project and validate the document summary.
Questions about this workflow
What does the documents list show?
It lists knowledge base documents such as webpages, PDFs, and uploaded files, and supports filtering by crawl or index status and pagination.
Will the workflow update documents?
No. This action lists documents for review; it does not change or reindex them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Customgpt. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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