Make processed policy documents searchable in Docsbot
Move approved policy content into the knowledge bot your team already uses for answers.
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
Policy files can be processed successfully yet remain difficult for the team to find when a question comes up.
- Make selected policy content easier to search.
- Reduce manual copying between document processing and knowledge tools.
- Keep a clear report of each source creation run.
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.
- 3Describe which processed policy documents should become sources and which Docsbot bot should receive them.
- 4Choose the webhook trigger and a report destination.
- 5Test with one approved policy document and inspect the new source.
Questions about this workflow
Can this upload any source file directly?
For file-based sources, Docsbot's listed workflow requires a cloud upload first. Ensure the automation can obtain the required file path and complete upload before creating the source.
Can I use this for confidential policies?
Use it only with documents appropriate for the connected Docsbot bot and ensure the request and automation access are scoped accordingly.
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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