Find existing knowledge for recurring checklist work
Bring relevant internal references into view before your team works through familiar checklist topics again.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to retrieve all documents from Cody AI account with optional filtering. Use when you need to list documents by folder, conversation, or search by keyword. Returns document details including learning status and content URL.
Why this helps
Repeated checklist work can mean repeating the same searches for internal guidance.
- Find relevant existing material for checklist topics.
- Reduce repeated searching during routine compliance work.
- Help teams start from the knowledge already captured.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Cody once in the Notis portal.
- 2Create an automation named for checklist reference search.
- 3In one instruction, ask Notis to list Cody documents matching the checklist topics you supply and briefly explain why each result matched based on returned details.
- 4Pick a recurring schedule and choose a report destination.
- 5Test with one real run and confirm the results fit the intended checklist.
Questions about this workflow
Does this know the full 21risk checklist?
Only checklist topics supplied to Notis can guide the search.
Can it certify a document as sufficient evidence?
No. It finds related references but does not determine whether they meet a compliance requirement.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Cody. A trigger fires from one place; an action lands in another.
21risk triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Tool to create a new conversation with a specified bot. Use when starting a new conversation thread with optional focus mode to limit bot's knowledge base to specific documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a new document with text or HTML content in Cody AI. Use when you need to add documents to Cody's knowledge base with up to 768 KB of content.
Create Document From File
Tool to create a document by uploading a file (up to 100 MB). Supports txt, md, rtf, pdf, ppt, pptx, pptm, doc, docx, docm formats. Use when you need to add file-based documents to Cody's knowledge base. The file is processed asynchronously.
Create Document from Webpage
Tool to create a document from a publicly accessible webpage URL. Use when you need to import content from a webpage into Cody AI. The webpage must be accessible without login. If request fails, ensure the URL is publicly accessible and not blocked by a firewall.
Create Folder
Tool to create a new folder in Cody AI for organizing content. Use when you need to create a folder to organize documents or conversations.
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
Delete Document
Tool to delete a document by id. Use when removing a document that is no longer needed.
Get Conversation
Tool to fetch a conversation by its ID from Cody AI. Use when you need to retrieve details about a specific conversation. Supports optional includes parameter to filter response to list document IDs.
Connect any two apps with Notis in the middle.
21risk and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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