Keep source upkeep on your radar
Put source maintenance on a predictable schedule so it does not depend on someone remembering to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Agent Sources
Lists the data sources connected to an agent.
Why this helps
Source refresh needs can be overlooked when knowledge inputs are managed reactively.
- Create a repeatable source maintenance checkpoint.
- Review the agent's connected source inventory.
- Prompt a human to investigate sources needing attention.
Setup
Build it in a few focused steps.
- 1Connect CustomGPT once in the Notis portal.
- 2Create an automation asking for the connected source list and a concise maintenance review.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go and test with one real agent.
Questions about this workflow
Does this change auto-sync settings?
No. It lists the sources. Updating source settings is a separate CustomGPT action.
Can it identify sources that need attention?
Not from the source list alone. Describe the review criteria in the prompt and supply any needed baseline or expectations.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Customgpt. A trigger fires from one place; an action lands in another.
Agenty triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
Agenty and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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