Help customers find clear invoice answers
Make routine invoice questions easier to answer with a searchable, approved FAQ source.
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
Customer invoice questions can repeatedly pull founders and support teams away from higher-priority work.
- Make approved invoice answers easier to find.
- Reduce repeated manual replies to common questions.
- Reuse document content in customer support.
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 invoice FAQs to extract from Affinda results and add to the intended Docsbot bot.
- 4Select the webhook trigger and choose where run reports go.
- 5Test using one real approved FAQ source and verify the published content.
Questions about this workflow
Can the workflow publish sensitive invoice details?
The prompt should restrict source creation to approved, customer-safe guidance and exclude personal or account-specific invoice data.
Does the workflow send answers to customers?
No. The listed action creates a Docsbot source. It does not send a customer reply.
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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