Review monthly bot outcomes with your support records
At month end, retrieve DocsBot's monthly report and summarize its resolution metrics alongside the support records your team tracks in AnyDB.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Bot Monthly Reports
Retrieves a bot’s monthly question resolution statistics.
Why this helps
Bot performance numbers and operational context live apart, so monthly reviews take extra digging.
- Make monthly reviews easier to prepare.
- Pair bot metrics with relevant operational records.
- Keep performance discussions grounded in reported data.
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 the monthly support review.
- 3Tell Notis to retrieve the specified bot's report for the selected month and summarize it with relevant AnyDB support records.
- 4Choose the notis_cron trigger for the review date and choose where run reports should go.
- 5Test with a real available monthly report and confirm the summary preserves the reported metrics.
Questions about this workflow
Can this report provide any custom metric?
The action returns monthly statistical reports and resolution metrics. Do not assume it provides a metric that is not included in its result.
What if the month's report is not available yet?
Schedule the review after the reporting period is complete and use run reports to notice if the report is unavailable.
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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