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Keep a scheduled view of Docsbot teams

A recurring check can retrieve the teams associated with the authenticated Docsbot user and put the results in a run report.

Trigger

Recurring schedule

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

Action

List Teams

Tool to list all teams. use when you need to retrieve every team associated with the authenticated user.

Why this helps

Remembering to check which Docsbot teams are available can add another recurring task to a founder's list.

  • Automate a recurring team inventory check.
  • Retrieve teams associated with the authenticated user.
  • Review the result in the chosen report channel.

Setup

Build it in a few focused steps.

  • 1Connect Docsbot ai once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe in one instruction how to list the teams associated with the authenticated user.
  • 4Pick a recurring schedule trigger, then choose where run reports should go.
  • 5Test with one real run and confirm the report shows the retrieved teams.

Questions about this workflow

Which teams does the action retrieve?

It lists all teams associated with the authenticated Docsbot user.

Can this workflow use a schedule?

Yes. Select a recurring schedule trigger in Notis and choose the cadence there.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Sheets 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

Aggregate Metric Changed

Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.

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

Cell Range Values Changed

Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.

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

Conditional Format Rule Changed

Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.

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

Data Validation Rule Changed

Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

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

Developer Metadata Changed

Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

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

Filtered Range Values Changed

Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.

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

When this happens · Trigger

Do this · Action

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