Keep workspace guidance in DocsBot reviewed
A recurring check helps catch changes that otherwise surface only when someone asks for help.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Bot
Updates a bot’s configuration.
Why this helps
Small workspace updates can leave bot descriptions stale until someone notices a mismatch.
- Create a regular checkpoint for workspace guidance.
- Update bot details when the review finds an approved change.
- Make review outcomes visible through run reports.
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 workspace details and update the relevant bot description only when approved guidance has changed.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real workspace review and confirm the bot description reflects approved information.
Questions about this workflow
What schedule should I use?
Choose a cadence that fits how often your workspace guidance changes. Notis runs the automation on the schedule you select.
Will it update the bot every time?
Instruct Notis to update bot details only when the review finds a meaningful approved change.
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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