Keep source refresh rules tied to team decisions
Record the source policy once, then apply it to the specified agent source.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Source Settings
Updates how a data source is indexed, refreshed, and synced.
Why this helps
Source refresh decisions are easy to lose between the database record and the agent's knowledge configuration.
- Apply source changes using the source identifier in the request.
- Adjust supported indexing and refresh behavior.
- Reduce repeated manual source configuration.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and CustomGPT once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it.
- 3In one instruction, say to update only the approved source settings included in the request, such as auto-sync frequency, crawl depth, file filters, or refresh behavior.
- 4Choose the notis_webhook trigger and arrange for it to receive requests with the project and source identifiers.
- 5Choose a run report channel, then test with one real source policy change.
Questions about this workflow
Can this update settings for any source type?
The listed action updates source settings. The request must identify a source and include supported settings; the available options can depend on the source.
Will it add a new source?
No. This workflow updates settings for an existing source. Adding a source is a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Customgpt. A trigger fires from one place; an action lands in another.
AnyDB triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Permanently deletes a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Persona Version
Restores a previous persona version as active and adds a new history entry; requires Custom plan.
Delete CustomGPT Project License
Deletes a license from a project.
Add Source to Project
Adds a source to an agent’s knowledge base; indexing begins immediately.
Get Project License
Retrieves a license for a specific project.
Clone CustomGPT Project
Clones an agent, including its knowledge base, persona, and settings.
Get Project Settings
Retrieves the settings for a project.
Create Conversation
Creates a conversation session for an agent.
Connect any two apps with Notis in the middle.
AnyDB and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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