Make monthly phone checks easier to review
A scheduled Abstract check and Cody summary can make periodic contact cleanup easier to finish.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Message
Sends a message and receives an AI-generated reply.
Why this helps
Phone number checks often get deferred because they require a separate round of manual review.
- Verify supplied phone numbers through Abstract.
- Get the returned results organized into a Cody summary.
- Use a recurring schedule to prompt regular review.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Cody once in the Notis portal.
- 2Create an automation named Summarize a Monthly Phone Number Check.
- 3Tell Notis to verify the supplied phone list with Abstract and ask Cody to summarize the returned results and identify records needing review.
- 4Choose a monthly schedule and select where run reports should go.
- 5Test with one real phone number and review the output.
Questions about this workflow
Does this get phone numbers from a database?
No. Provide the phone numbers to check through the workflow's available input.
Does Cody update the original contacts?
No. This workflow summarizes results for review; it does not imply access to or modification of a contact database.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Cody. A trigger fires from one place; an action lands in another.
Abstract triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Starts a new conversation with a bot.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Creates a text-based document in the knowledge base.
Create Document From File
Creates a knowledge base document from an uploaded file.
Create Document from Webpage
Creates a knowledge base document from a public webpage.
Create Folder
Creates a folder to organize documents or conversations.
Delete Conversation
Permanently deletes a conversation.
Delete Document
Deletes a document.
Get Conversation
Retrieves a conversation and its details.
Connect any two apps with Notis in the middle.
Abstract and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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