Keep track of the DocsBot bots supporting your agency
See which bots are available to your AgencyZoom team without checking each one manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Team Bots
Lists all bots belonging to a team.
Why this helps
As teams create more assistants, it becomes harder to remember which bots exist and which one supports each workflow.
- Keep a recurring view of bots in the relevant team.
- Help identify which assistant supports which agency workflow when descriptions provide that context.
- Reduce time spent searching for the right bot.
Setup
Build it in a few focused steps.
- 1Connect DocsBot and AgencyZoom in Notis once.
- 2Create an automation and instruct Notis to list the team's bots and summarize their available details for agency operations.
- 3Choose a recurring Notis cron schedule.
- 4Choose where run reports should go and test with one real team bot list.
- 5Provide the DocsBot team identifier and any agency workflow context for the summary.
Questions about this workflow
Does this show every team or bot in the account?
The action lists bots for a given team. Provide the team identifier you want to review.
Can it verify current bot performance?
No. This action lists bots. Use a statistics action for performance data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docsbot ai. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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