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Notis

Refresh DocsBot from Agility on a schedule

Let Notis periodically review your Agility content and handle the DocsBot source upkeep that otherwise slips between publishing work.

Trigger

Recurring schedule

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

Action

Create Bot Source

Creates a source for a bot’s knowledge base.

Why this helps

A missed update can leave DocsBot answering from content that has changed in Agility CMS.

  • Catch content updates without waiting for a manual reminder.
  • Reduce repetitive source maintenance.
  • Choose a cadence that fits your publishing pace.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and DocsBot once in the Notis portal.
  • 2Create an automation and describe how to find changed public content and update the matching DocsBot sources.
  • 3Pick a recurring schedule for the review.
  • 4Choose where Notis should send run reports.
  • 5Test with one changed Agility page and review the resulting DocsBot source.

Questions about this workflow

Can Notis know which Agility content changed?

Not from a trigger event in this package. The scheduled prompt can ask Notis to inspect available Agility content, but any required change history or baseline must be available from Agility or supplied by you.

Can DocsBot refresh any source this way?

The listed Refresh Source action is limited to failed sources. This workflow uses Create Bot Source for the relevant URL, so describe how Notis should handle an already existing source.

How often should it run?

Choose a cadence that matches how often your public content changes and how quickly DocsBot should reflect those updates.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agility cms 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.

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

When this happens · Trigger

Do this · Action

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