Turn prospect research into reusable chatbot context
Give your team and chatbot a concise starting point for prospect conversations, based on the website you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Dataset Record
Adds a text record to a dataset for bot knowledge retrieval.
Why this helps
Preparing for prospect conversations means repeating the same website research and leaving useful context in personal notes.
- Create a focused brief from a supplied site.
- Save the result as a dataset record for retrieval.
- Keep observations tied to the supplied source.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Chatbotkit once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to research the supplied prospect website for the details you specify and save a concise, source-labeled brief to the chosen dataset.
- 4Select the webhook trigger and run report destination.
- 5Test with a real prospect page and review the record.
Questions about this workflow
What details can the brief include?
Name the details you want, such as product focus, audience, or publicly stated priorities. Notis should mark details it cannot find as missing.
What should the webhook send?
Provide the prospect website URL and the research points to investigate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Chatbotkit. A trigger fires from one place; an action lands in another.
Agentql triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
Connect any two apps with Notis in the middle.
Agentql and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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