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Notis

Send prepared knowledge files into Convolo

Move approved reference material into the character knowledge bank as soon as it is ready.

Trigger

Webhook received

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

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

Prepared files wait in handoff queues while someone manually uploads them to the assistant.

  • Shorten document handoffs
  • Keep approved knowledge moving
  • Reduce upload administration

Setup

Build it in a few focused steps.

  • 1Connect Convolo ai in Notis and confirm the Enterprise requirement.
  • 2Create an automation describing which prepared file in the webhook should be uploaded.
  • 3Choose a Notis webhook trigger and specify the target knowledge bank context.
  • 4Select a report channel for upload results.
  • 5Test with one approved file.

Questions about this workflow

Is this available on every Convolo plan?

The knowledge bank upload action is for Enterprise plans.

Can the webhook upload any file?

It must provide a file that the connected action accepts and that you have approved for the knowledge bank.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Pipedrive triggers

Convolo ai actions

Recurring trigger

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

TriggerScheduled

Create Character

Tool to create a new character. Use when you have name, voice type, backstory, and optional actions ready.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

Evaluate Character Performance

Tool to evaluate a character's performance based on interactions. Use after fetching a conversation session and constructing your prompt.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

Generate Starter Conversation

Tool to generate starter conversation suggestions for a character. Use when you need opening or follow-up dialogue lines.

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

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.

ActionInstant

List Voices

Tool to retrieve the list of available voice types. Use when selecting voices before generating speech.

ActionInstant

Set Core AI Settings

Tool to set core AI settings for a character. Use after confirming character existence.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Pipedrive and Convolo ai, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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