Keep invoice policy answers aligned with approved updates
Make policy changes easier for the support bot to reflect as your business processes evolve.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Bot Source
Creates a source for a bot’s knowledge base.
Why this helps
Teams can keep answering invoice questions from an old policy when the latest update is hard to distribute.
- Make approved policy changes available in the bot.
- Reduce reliance on old invoice instructions.
- Create a traceable report of source updates.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Docsbot ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, identify the approved invoice policy update from Affinda results and create a Docsbot source for the correct bot.
- 4Choose the webhook trigger and where run reports go.
- 5Test with one approved update and confirm the resulting source is accurate.
Questions about this workflow
Will this replace or remove the prior policy source?
No. The listed action creates a source. Replacing or deleting previous sources requires a separate review and action.
Can this distinguish draft and approved policies?
Only when the document or processing result exposes that status. Include a clear approval signal in the request or prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Docsbot ai. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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