Turn scheduled database reviews into chatbot follow-ups
Let a regular review surface follow-ups and hand suitable work to a Chatbotkit background task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a background task for automated operations, scheduled or on demand.
Why this helps
Follow-ups can disappear in a database when nobody has time to review every record and start the next step.
- Surface follow-ups during a recurring review.
- Create background tasks for work that fits your stated criteria.
- Reduce the need to remember to revisit records manually.
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 review available AnyDB records and create a Chatbotkit task for each follow-up that meets your criteria.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real record and confirm the task details are useful.
Questions about this workflow
Can the task run without a bot or contact?
Chatbotkit task creation supports configurable bot and contact associations. Include the intended associations in your instruction when required.
Does the schedule filter records for me?
No field-mapping or filter setup is provided. Describe the review criteria in the automation instruction.
How often should it run?
Choose a recurring schedule that matches how often the records need review.
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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