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Notis

Put approved lead answers within reach of Convolo AI

Save a new FAQ document in Box and let Notis add it to your Convolo AI knowledge bank.

Trigger

New Item Added to Folder

Triggers when a new item (file, folder, or web link) is added to a folder in Box. This trigger monitors a specific Box folder and fires when new items are detected.

Action

Upload Knowledge Bank File

Tool to upload a knowledge bank file. Use when you have a file ready to add to Convolo AI's knowledge bank (Enterprise plan only).

Why this helps

Approved answers and objection handling notes are easy to miss when they are stored separately from lead conversations.

  • Make newly added FAQ documents available in Convolo AI.
  • Keep approved lead answers in their existing Box folder.
  • Reduce manual file handoffs between content and conversation tools.

Setup

Build it in a few focused steps.

  • 1Connect Box and Convolo AI once in the Notis portal.
  • 2Create an automation in the portal or tell Notis what to do from any channel.
  • 3In one instruction, say to upload new FAQ documents from the chosen Box folder to the Convolo AI knowledge bank.
  • 4Pick the Box New Item Added to Folder trigger for that folder.
  • 5Choose a report channel, then test with one real FAQ document. Knowledge bank uploads require Convolo AI Enterprise.

Questions about this workflow

Can the selected folder contain other item types?

The trigger can detect a new file, folder, or web link. Ask Notis to handle only FAQ documents, and test with a real example.

Where does the FAQ content go?

The workflow uses Convolo AI's knowledge bank file upload action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Box to Convolo ai. A trigger fires from one place; an action lands in another.

Box triggers

Convolo ai actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Character

Tool to create a new character. Use when you have name, voice type, backstory, and optional actions ready.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Define or Update Character Actions

Tool to define or update the list of actions a character can perform. Use when you need to configure or adjust character capabilities before deployment.

ActionInstant

Collaboration Details Changed

Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.

TriggerPolling

Evaluate Character Performance

Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.

ActionInstant

Comment Changed

Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.

TriggerPolling

Generate Starter Conversation

Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.

ActionInstant

New File Comment Added

Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.

TriggerPolling

Get Character Response

Tool to generate a response from a ConvAI character based on text or audio input. Use when needing a text or voice reply in an ongoing session.

ActionInstant

File Metadata Changed

Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.

TriggerPolling

List Voices

Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.

ActionInstant

File Shared Link Changed

Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.

TriggerPolling

Set Core AI Settings

Tool to set core AI settings for a character. Use after confirming character existence.

ActionInstant

New File Version Uploaded

Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.

TriggerPolling

Update Character Backstory

Tool to update a character's backstory. Use when you need to modify the backstory of an existing character after confirming its ID. Only the provided fields will be updated.

ActionInstant

Connect any two apps with Notis in the middle.

Box and Convolo ai, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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