See how compliance knowledge is organized
Review the Cody folders tied to compliance work on a schedule that fits your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Folders
Tool to retrieve all folders with optional keyword filtering. Use when you need to list or search for folders in the account.
Why this helps
A growing knowledge base can become difficult to navigate when folder organization is rarely revisited.
- See relevant folders in one recurring report.
- Make knowledge organization easier to review.
- Spot when the current folder structure needs attention.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Cody once in the Notis portal.
- 2Create an automation named for the folder review.
- 3In one instruction, ask Notis to list Cody folders matching the compliance terms you provide and summarize the returned folder details.
- 4Pick a recurring schedule and choose the run report destination.
- 5Test with one real run and confirm the results are relevant.
Questions about this workflow
Does it create or reorganize folders?
No. This workflow lists matching folders for review.
Can it identify folders with no documents?
Only if Cody returns that information in the available folder details.
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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