Make past compliance decisions easier to find
Bring prior decision discussions back into view when your team revisits a compliance issue.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Conversations
Tool to get all conversations with optional filtering by bot, keyword, or includes. Use when you need to retrieve conversation history, filter by bot, search by name, or get document associations.
Why this helps
Teams can repeat old debates when past decisions are buried in conversation history.
- Find relevant historical conversations with less manual effort.
- Make prior reasoning easier to revisit.
- Support more consistent follow-up on recurring questions.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Cody once in the Notis portal.
- 2Create an automation named for compliance decision search.
- 3In one instruction, ask Notis to list Cody conversations matching the decision topics or keywords you provide and summarize returned details.
- 4Pick a recurring schedule and choose where the report should go.
- 5Test with one real run and check the matches for relevance.
Questions about this workflow
Can this identify the final approved decision?
Only if that information is available in the returned conversation details or supplied context.
Does it change old conversations?
No. It searches and reports matching Cody conversations.
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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