Refresh a Docsbot bot purpose monthly
Keep the bot's description aligned with how the team actually uses it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
A stale bot description creates confusion about what the bot should handle.
- Keep scope understandable
- Reduce misuse
- Create a governance checkpoint
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Docsbot ai once in the Notis portal.
- 2Create the automation and describe the approved purpose and update rule.
- 3Tell Notis to review the supplied bot details and update supported fields only when the provided operating context supports a change.
- 4Pick a recurring Notis schedule and choose a report channel.
- 5Test it with one real run.
Questions about this workflow
What context should I provide?
Include the approved current purpose or a source of truth that Notis can use for the review.
Can it change any field?
Only fields supported by the Docsbot update action and your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Docsbot ai. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Get Bot Details
Tool to fetch details of a specific bot by id within a team. use after confirming valid team and bot ids.
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.
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.
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.
Zendesk and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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