Make credential guidance easier to find
Send policy notes into Cody as a document your team can search when credential questions come up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a text-based document in the knowledge base.
Why this helps
Credential guidance buried in handoffs or one-off notes is hard to retrieve when a decision is needed.
- Keep supplied credential guidance in a searchable Cody document.
- Reduce repeated searches through old messages and notes.
- Make new policy context available for future Cody questions.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Cody once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3In one instruction, tell Notis to create a Cody document from the policy text provided with the webhook.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one approved policy note.
Questions about this workflow
Does this retrieve policies from Accredible automatically?
Only if the webhook sender includes the policy text. The workflow creates a Cody document from supplied content.
Can I send a policy as a file?
This workflow uses the Create Document action for text or HTML content. File uploads require a different Cody action and a supported file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Cody. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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