Bring bot leads into your follow-up review
On a schedule, retrieve the leads for the specified DocsBot bot and summarize them with related follow-up records in AnyDB, so the next action is easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bot Leads
Lists a bot’s captured leads.
Why this helps
Leads and follow-up notes live in separate places, leaving busy teams to reconcile them by hand.
- Bring lead context into a recurring review.
- Reduce manual cross-checking.
- Make prospect follow-up easier to pick up.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and DocsBot ai once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for lead follow-up review.
- 3Tell Notis to list leads for the specified DocsBot bot and summarize them with related AnyDB follow-up records.
- 4Choose the notis_cron trigger and set the review schedule, then choose where run reports should go.
- 5Test with one real lead list and confirm the summary uses the available records accurately.
Questions about this workflow
Can I limit leads by date?
The action description supports date filtering. Include the desired start date in the instruction if needed.
Does this send follow-up messages?
No. The action lists leads, and the workflow summarizes them with AnyDB context for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Docsbot ai. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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