Keep a Convolo AI Character's Backstory Current
Use confirmed Affinity pipeline context to refresh an existing character's backstory on a schedule, so its context stays useful as deals progress.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Character Backstory
Why this helps
Character context can become stale when deal information changes but the backstory is not revisited.
- Refresh a character using current details from selected Affinity records.
- Keep backstory updates focused on information present in the CRM.
- Reduce repeated manual edits as pipeline context changes.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Convolo AI once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review specified Affinity records and update only confirmed, relevant details in the backstory of an existing Convolo AI character.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one existing character and a real Affinity deal.
Questions about this workflow
Does this create a new character?
No. This action updates the backstory of an existing character, so identify its character ID in your instruction.
Can Notis infer missing deal details?
The instruction should limit updates to information available in Affinity. Ask Notis to leave unsupported details out.
How often does the backstory update?
You choose a recurring Notis schedule when you create the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Convolo ai. A trigger fires from one place; an action lands in another.
Affinity triggers
Convolo ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Character
Creates a new character.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Evaluate Character Performance
Evaluates a character’s conversation performance and returns ratings and feedback.
Generate Starter Conversation
Generates conversation starters or follow-up suggestions for a character.
Get Character Response
Generates a text or voice response from a character in an ongoing session.
List Voices
Lists the available voice types.
Set Core AI Settings
Updates a character’s core AI settings.
Upload Knowledge Bank File
Uploads a file to a knowledge bank.
Connect any two apps with Notis in the middle.
Affinity and Convolo ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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