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Create a specialist bot from a finished intake doc

A completed intake can launch the right specialist bot immediately.

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

Create Bot

Tool to create a new bot within a team. use when you have a valid team id and want to provision a new bot.

Why this helps

Knowledge requests wait in forms and docs while someone manually provisions the next workspace.

  • Shortens intake to implementation
  • Uses a consistent provisioning pattern
  • Keeps request context close to setup

Setup

Build it in a few focused steps.

  • 1Connect Google Docs and Docsbot ai in Notis once.
  • 2Create an automation named Completed Intake Bot.
  • 3Tell Notis to create a specialist bot in the supplied team using the completed intake details.
  • 4Pick the Document Placeholder Filled trigger and specify the required pattern.
  • 5Choose a report channel and test with one completed intake.

Questions about this workflow

What makes the intake complete?

The trigger fires when the configured placeholder token or pattern is no longer present.

Can it choose the team?

Provide a valid team id or a clear team selection rule in the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Docs triggers

Docsbot ai actions

Recurring trigger

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

TriggerScheduled

Create Bot

Tool to create a new bot within a team. use when you have a valid team id and want to provision a new bot.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Bot

Tool to delete a specific bot by its id. use after confirming the bot id is correct to permanently remove a bot from the system.

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

Generate Conversation Ticket

Tool to generate a structured support ticket from a chat agent conversation. use when you need to convert an existing conversation into a ready-to-submit helpdesk ticket.

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

Get Bot Details

Tool to fetch details of a specific bot by id within a team. use after confirming valid team and bot ids.

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

Get Team Details

Tool to fetch details of a specific team by its id. use when you need full team info including members and settings after confirming the team id.

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 Team Bots

Tool to list all bots for a given team. use after confirming the team id to retrieve all associated bots for that team.

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 Questions

Tool to list all questions asked of a specific bot. use after confirming the bot's identifier. example: "list questions for bot abc123 with status 'unanswered'."

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 Bot Sources

Tool to list all sources for a specific bot. use when you need to retrieve paginated source lists after confirming the bot's identifier.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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