Keep captured customer leads moving toward follow-up
See recent leads in one short review so promising conversations do not disappear into the backlog.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bot Leads
Lists a bot’s captured leads.
Why this helps
Lead details captured from support interactions can still be missed if no one has a lightweight review habit.
- Make recent captured leads easier to review.
- Help teams prioritize follow-up consistently.
- Reduce time spent gathering lead records.
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.
- 3Ask Notis to list leads for the selected bot and date window, then summarize available follow-up details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test against a real lead period and verify the digest matches the returned records.
Questions about this workflow
Can the report filter leads by date?
The listed action supports date filtering. Specify the desired start date or period in the automation instruction.
Does this contact the leads?
No. It lists and summarizes leads for review. It does not send messages.
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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