Help customers understand document processing outcomes
Give customers clear, searchable explanations for common document processing questions.
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
Customers may need repeated explanations about document extraction and processing results, creating avoidable support work.
- Make common processing explanations easier to retrieve.
- Reduce repeated support responses.
- Keep approved customer guidance together.
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 approved customer-facing explanations from Affinda processing documents should be added to the intended Docsbot bot.
- 4Select the webhook trigger and choose where run reports go.
- 5Test with one real approved document and review the source for clarity and sensitive details.
Questions about this workflow
Can this explain a specific customer's processing result?
Use only customer-specific information in an appropriately restricted bot and workflow. A general help center source should contain reusable guidance, not personal document data.
Does the source update an existing Docsbot source?
The listed action creates a new source. It does not update or replace an existing source.
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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