Catch deal-related questions Docsbot could not answer
Spot customer questions that may put an opportunity at risk. Notis can review Docsbot question history alongside the Affinity deal information available to it and call out unanswered items.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Questions
Lists the questions asked of a bot.
Why this helps
Unanswered customer questions can sit unnoticed while founders switch between pipeline reviews and support conversations.
- Bring unanswered questions into a regular review.
- Highlight questions associated with deal context available to Notis.
- Make follow-up priorities easier to see.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docsbot in the Notis portal once.
- 2Create an automation in Automations, New Automation, and name it for the review.
- 3In one instruction, tell Notis to review Docsbot questions and flag unanswered items that match the Affinity deal context it can access.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real unanswered question and verify the report uses available information only.
Questions about this workflow
Can the workflow determine deal risk automatically?
Not from data that is not available. Provide the criteria Notis should use, and ensure the relevant Affinity context is accessible to the scheduled run.
Does this create a ticket for each unanswered question?
No. This workflow lists questions through Docsbot and produces a review. A separate ticket workflow would be needed to generate structured tickets.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docsbot ai. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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