Keep AgencyZoom guidance sources visible
Get a regular look at the knowledge sources your DocsBot answers rely on, with attention on AgencyZoom guidance.
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
Source problems can make customer-facing answers less useful, yet checking source status can fall off a busy team's list.
- Make source status part of a predictable review.
- Bring AgencyZoom-related guidance sources to the team's attention.
- Help direct manual checks toward sources needing attention.
Setup
Build it in a few focused steps.
- 1Connect DocsBot and AgencyZoom in Notis once.
- 2Create an automation and instruct Notis to list bot sources and summarize status for sources related to AgencyZoom guidance.
- 3Choose a recurring Notis cron schedule.
- 4Choose where run reports should go and test with one real source-list example.
- 5Provide the DocsBot team and bot identifiers; review source details manually before changing anything.
Questions about this workflow
Can this refresh a source automatically?
This workflow uses List Bot Sources. Refresh Source is a separate action and only works for failed sources; this package does not refresh sources.
Can it tell whether a source is outdated?
The listed action returns source information. A source's actual freshness may not be available, so verify its origin and update history before deciding it is outdated.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsbot ai.