Keep Docsbot bot context current as contacts grow
Capture important relationship context while it is fresh by updating the right Docsbot bot.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Update Bot
Tool to update specific fields for a bot (e.g., name, description, settings). use after confirming valid team and bot ids.
Why this helps
New relationship details remain trapped in contacts instead of reaching the assistant your team uses.
- Keeps assistant context aligned with new contacts
- Reduces repeated manual updates
- Makes relationship handoffs easier
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docsbot ai once in Notis.
- 2Create an automation that reviews each new contact and updates the specified Docsbot bot fields with approved context.
- 3Pick New Contact Added as the trigger.
- 4Choose a report channel and test with one non-sensitive contact.
Questions about this workflow
What bot fields can be updated?
Use the fields supported by the Update Bot action, such as name, description, or settings, and state the exact approved change in your instruction.
Can this update any bot automatically?
Provide a known bot identifier or a clear selection rule. Notis should ask for clarification when the target is ambiguous.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docsbot ai. A trigger fires from one place; an action lands in another.
Outlook triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Bot Details
Tool to fetch details of a specific bot by id within a team. use after confirming valid team and bot ids.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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'."
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.
Connect any two apps with Notis in the middle.
Outlook and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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