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Notis

Generate a monthly Docsbot team directory

A current team directory makes routing and ownership easier to understand.

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

Team structures change, but internal references stay outdated.

  • Keep team references current
  • Spot naming drift
  • Improve routing decisions

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Docsbot ai in Notis once if team requests originate from Typeform.
  • 2Create an automation that lists teams and summarizes changes against a baseline you provide.
  • 3Choose a recurring Notis schedule trigger.
  • 4Choose where reports go and test with one scheduled run.

Questions about this workflow

Can it detect changes automatically?

Provide a prior directory or baseline for Notis to compare with the latest team list.

Does it edit teams?

No. This workflow only retrieves and summarizes team details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Typeform 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 Form Response

Triggers when a respondent completes and submits the form.

TriggerInstant

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

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

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

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

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

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.

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

When this happens · Trigger

Do this · Action

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