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Notis

Start the DocsBot File Source Flow from Agenty Discovery

Move from finding a useful document to the first step of DocsBot's file source workflow with a presigned upload URL.

Trigger

Webhook received

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

Action

Get Upload URL

Provides a temporary upload link for adding files as sources.

Why this helps

A useful file found during research can stall because the team still has to start the upload workflow manually.

  • Start the DocsBot file upload flow from a relevant discovery.
  • Reduce the handoff gap between finding a file and preparing it for indexing.
  • Make the next upload step explicit in the run report.

Setup

Build it in a few focused steps.

  • 1Connect Agenty and DocsBot ai once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
  • 3Ask Notis to request a DocsBot upload URL only when Agenty identifies a relevant file and the required file details are available.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real file discovery and verify the upload URL response before proceeding with upload and source creation.

Questions about this workflow

Does this action upload the file or create a source?

No. It gets a presigned upload URL. The described flow then uploads the file to that URL and creates the source with the file path.

Can Notis upload a file that Agenty only mentions by name?

A name alone may not be enough. The workflow should report which file details or file access are missing rather than imply an upload is complete.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agenty to Docsbot ai. A trigger fires from one place; an action lands in another.

Agenty triggers

Docsbot ai actions

Recurring trigger

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

TriggerScheduled

Create Bot

Creates a bot within a team.

ActionInstant

Webhook trigger

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

TriggerInstant

Capture Conversation Lead

Saves lead information in conversation metadata, whether or not the conversation exists.

ActionInstant

Delete Bot

Permanently deletes a bot; this action cannot be undone.

ActionInstant

Generate Conversation Ticket

Turns a Chat Agent conversation into a structured support ticket.

ActionInstant

Create Bot Source

Creates a source for a bot’s knowledge base.

ActionInstant

Get Bot Details

Retrieves details about a bot in a team.

ActionInstant

Create Webhook

Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.

ActionInstant

Get Team Details

Retrieves details about a team, including its members and settings.

ActionInstant

Connect any two apps with Notis in the middle.

Agenty and Docsbot ai, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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