Give parsed leads a regular follow-up checkpoint
Let a recurring Notis automation review available parsed records and save qualifying leads in DocsBot, then check a concise run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Why this helps
Lead details can be scattered across processed files, leaving follow-up dependent on someone remembering to revisit them.
- Create a consistent routine for reviewing parsed lead information.
- Reduce the chance that useful inquiries disappear into processed files.
- See what the automation handled in its report channel.
Setup
Build it in a few focused steps.
- 1Connect Airparser and DocsBot ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe which available Airparser records qualify as leads and how to save their details in DocsBot.
- 4Choose the notis_cron trigger and set the review schedule.
- 5Choose a report channel and test with one real parsed lead.
Questions about this workflow
Will this check every Airparser record automatically?
It can only review Airparser data available to Notis when the run occurs. Specify which records to consider and how to avoid repeated lead capture.
How can it avoid duplicates?
The prompt needs a reliable identifier or a way to compare existing captured leads. If the available data lacks that, provide a deduplication key or handle uncertain matches for review.
What if the parsed record has no conversation id?
Lead capture can work even if a conversation has not been created yet. Include any available lead details and let the automation report missing identifiers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Docsbot ai. A trigger fires from one place; an action lands in another.
Airparser triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
Airparser and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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