Make member access guidance easier to find
Keep your team’s access guidance close to the support answers they need, with a scheduled review of member information.
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
Access guidance can fall behind membership changes and become hard for teammates to find when questions come up.
- Review available member details on a recurring schedule.
- Add approved access guidance to a DocsBot knowledge base.
- Reduce repeated questions about team access procedures.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and DocsBot ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis to review available member details and create a DocsBot source only from approved access guidance, without exposing personal or sensitive details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real review and confirm the source contains only information approved for your team.
Questions about this workflow
Does this publish member details?
The instruction should limit the source to approved access guidance and exclude personal or sensitive details.
What can the scheduled review access?
It can only use information available through your connected Anthropic administrator account and the context you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Docsbot ai. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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