Keep durable database decisions available as chatbot memories
Carry important, lasting context forward so it does not have to be explained again in every conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Memory
Stores a memory entry for later retrieval.
Why this helps
Decisions and preferences are recorded, but the chatbot may not have them when they matter later.
- Make selected durable facts available for later chatbot use.
- Reduce repeated explanations of stable decisions and preferences.
- Review records on a predictable schedule.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Chatbotkit once in the Notis portal.
- 2Create an automation in Automations, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to identify durable facts in available AnyDB records and save only qualifying information as a Chatbotkit memory for the specified bot or contact.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real record and confirm the saved memory is accurate and useful.
Questions about this workflow
Should every record become a memory?
No. Define what counts as durable and useful in your instruction, and test with a representative record.
Can a memory be associated with a person?
Chatbotkit memories can be associated with a bot or contact. Specify the intended association when setting up the instruction.
Will the memory update when a record changes?
This workflow performs scheduled reviews. AnyDB trigger events are not available here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Chatbotkit. A trigger fires from one place; an action lands in another.
AnyDB triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
Connect any two apps with Notis in the middle.
AnyDB and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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