Keep Convolo sales conversations grounded in your Box playbooks
Drop a sales playbook into Box and let Notis add the file to your Convolo AI knowledge bank.
Trigger
New File Added to Folder
Triggers when a new file is added to a folder in Box. This trigger monitors a specific Box folder and fires when new files are detected. Only files (not folders or web links) are monitored.
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
Sales guidance can sit unused in Box while the team handles lead conversations elsewhere.
- Put new sales guidance where a Convolo character can reference it.
- Avoid manually transferring each new playbook file.
- Keep the workflow tied to a specific Box folder.
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 each new sales playbook file from the chosen Box folder to the Convolo AI knowledge bank.
- 4Pick the Box New File Added to Folder trigger for that folder.
- 5Choose a report channel, then test with one real playbook file. Knowledge bank uploads require Convolo AI Enterprise.
Questions about this workflow
Which Box files start this automation?
New files added to the Box folder you select as the trigger.
Can this add files to any Convolo AI plan?
The Upload Knowledge Bank File action is for Convolo AI Enterprise.
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.
Create Character
Tool to create a new character. Use when you have name, voice type, backstory, and optional actions ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
Evaluate Character Performance
Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.
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.
Generate Starter Conversation
Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.
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.
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.
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.
List Voices
Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.
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.
Set Core AI Settings
Tool to set core AI settings for a character. Use after confirming character existence.
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.
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.
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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