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Refresh a reference list from a complete approved set

When an approved source defines the full list, prepare a deliberate replacement update with its implications made clear.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Bulk update list elements

Replaces all objects in a metadata list, soft-deleting existing objects not included.

Why this helps

Reference data can drift, but replacing a list without a verified complete set could remove needed entries.

  • Keep reference data aligned to a source that defines a complete set.
  • Make replacement behavior explicit before execution.
  • Reduce manual list cleanup when a full approved refresh is appropriate.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and Datascope once in the Notis portal.
  • 2Create an automation asking Notis to research the approved source and bulk update only the specified metadata type when the webhook or instruction supplies a complete, reviewed replacement set.
  • 3Pick a recurring schedule and choose where run reports should go.
  • 4Test with one real example in a safe list and verify the complete incoming set before updating.

Questions about this workflow

What does bulk update do?

It replaces objects for the specified metadata type and soft-deletes objects not present in the incoming list.

Can it run from research alone?

Only use it when the source and supplied data represent the complete approved list. Missing or partial data could cause existing objects to be soft-deleted.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Datascope. A trigger fires from one place; an action lands in another.

Agentql triggers

Datascope actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Location

Creates a location with geographic coordinates.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Change Form Answer

Changes an answer in a submitted form.

ActionInstant

Create List

Creates an empty list for organizing categorized items.

ActionInstant

Create List Element

Adds a new element to a metadata list.

ActionInstant

Get all list elements

Retrieves all items from a specified metadata list.

ActionInstant

Get All Locations

Retrieves all configured locations.

ActionInstant

Create Task Assignment

Assigns a form to a user at a location with a deadline.

ActionInstant

Get Last Tickets

Retrieves the five most recent tickets or findings.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Datascope, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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