Keep track of sources connected to your CustomGPT agent
Have Notis summarize the source connections for your agent on a schedule you can keep up with.
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
It is easy to forget what feeds an agent when source connections have accumulated over time.
- See connected sources in a recurring report
- Make source maintenance easier to remember
- Spot connections that may need a closer look
Setup
Build it in a few focused steps.
- 1Connect CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to list the selected agent's sources and summarize the returned source details.
- 4Pick a recurring schedule, choose where run reports go, then test with one real example.
Questions about this workflow
Does a source list show whether every page is indexed?
No. It lists connected sources. Use the document list to inspect returned document and indexing details.
Can this remove a source that looks unused?
This workflow only reviews sources. Removal is a separate action and should be based on a confirmed decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Customgpt. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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