Get a regular view of Cody documents
See what is in a chosen part of your knowledge library without manually paging through documents.
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
A growing knowledge base becomes harder to scan when no one has time to review its contents.
- Make document reviews a recurring habit.
- Summarize matching documents in one report.
- Help spot content that may need a closer look.
Setup
Build it in a few focused steps.
- 1Connect Cody once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the inventory.
- 3Describe in one instruction which Cody documents to list and how to summarize them.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real folder or keyword review.
Questions about this workflow
Can the workflow identify stale documents?
Not reliably unless document timestamps are available in the returned details and you specify what counts as stale.
Does it modify the listed documents?
No. This workflow lists and summarizes documents; it does not update or delete them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Cody. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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