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Turn completed templates into chatbot handoffs

The moment a template is complete, Chatbotkit can turn it into a concise handoff for the next person.

Trigger

Document Placeholder Filled

Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

Action

Complete Conversation

Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.

Why this helps

Completed forms often wait in an inbox because nobody summarizes them for the next step.

  • Detect completion automatically
  • Produce consistent handoff summaries
  • Keep work moving after forms are filled

Setup

Build it in a few focused steps.

  • 1Connect Google Docs and Chatbotkit once in Notis.
  • 2Create an automation named Completed template handoff.
  • 3Tell Notis to send the completed document to Chatbotkit and request owner, status, blockers, and next actions.
  • 4Pick Document Placeholder Filled as the trigger and choose where run reports go.
  • 5Test with one template and its configured placeholder.

Questions about this workflow

Which placeholder is monitored?

The trigger monitors the specific document and placeholder pattern you configure when creating the automation.

Can the handoff include sensitive text?

Only send documents you are authorized to share with your connected Chatbotkit account.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Docs to Chatbotkit. A trigger fires from one place; an action lands in another.

Google Docs triggers

Chatbotkit actions

Recurring trigger

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

TriggerScheduled

Complete Conversation

Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Integration

Tool to create a new integration. use when you need to set up a support channel integration for a bot after collecting the integration details.

ActionInstant

New Document Created

Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.

TriggerPolling

Create Skillset

Tool to create a new skillset. use when you need to group multiple skills into a single reusable unit.

ActionInstant

Document Deleted

Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

TriggerPolling

List Bots

Tool to retrieve a paginated list of all bots. use when you need to browse or manage multiple bots, and iterate pages via cursor.

ActionInstant

Document Placeholder Filled

Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

TriggerPolling

List conversation messages

Tool to list messages in a conversation with pagination. use after obtaining a conversation id to fetch messages page by page.

ActionInstant

Document Search Update

Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.

TriggerPolling

List Conversations

Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.

ActionInstant

Document Structure Changed

Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed

TriggerPolling

List Datasets

Tool to list datasets. use when you need to browse or paginate through available datasets.

ActionInstant

Document Updated

Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

TriggerPolling

List Integrations

Tool to retrieve a list of trigger integrations. use when you need to browse or manage configured trigger integrations and iterate pages via cursor.

ActionInstant

Connect any two apps with Notis in the middle.

Google Docs and Chatbotkit, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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