Keep portfolio support knowledge aligned with deal needs
A regular source review helps keep customer-facing answers grounded in current documentation. Compare Docsbot sources with the portfolio context available from Affinity and flag gaps for your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bot Sources
Lists the indexed content sources for a bot.
Why this helps
Documentation can drift while a portfolio company changes products, leaving Docsbot with incomplete or stale material for common questions.
- Make knowledge gaps visible in a repeatable review.
- Focus documentation checks on portfolio needs you provide.
- Avoid assuming Docsbot sources contain information they do not.
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 the source review.
- 3In one instruction, tell Notis to inspect available Docsbot bot sources and compare them with the Affinity portfolio context it can access, reporting only verifiable gaps.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real bot and confirm the review references actual source details.
Questions about this workflow
Does this update or refresh sources?
No. The selected action lists bot sources. This workflow reports on them; it does not edit or refresh their content.
Can it know which companies or products need documentation?
Only when that context is available through Affinity or supplied to the workflow. Missing context should be provided in the instruction or incoming material.
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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