Keep monthly affiliate performance reports in DocsBot
Make each monthly report easier to find alongside your team's other reference material.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Bot Source
Creates a source for a bot’s knowledge base.
Why this helps
Monthly transaction and commission reports can become difficult to locate when they remain scattered across reporting tools and files.
- Keep monthly affiliate reporting material searchable with other bot sources.
- Reduce the manual handoff from reporting to documentation.
- Create a recurring process for the report URL you provide.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Docsbot ai once in Notis.
- 2Create an automation and describe: on the selected monthly schedule, add the supplied Adtraction report URL as a source to the specified DocsBot bot.
- 3Pick the cron schedule and choose where run reports should go.
- 4Provide a stable report URL that is available when the automation runs, then test with one real report.
Questions about this workflow
Can this workflow generate an Adtraction report?
No. This workflow adds a supplied report URL as a DocsBot source. The report URL must already exist and be accessible when the automation runs.
What report content can it add?
Use an accessible URL containing the statistics, transactions, or commission report you want DocsBot to index. The workflow does not create or calculate report data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Docsbot ai. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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