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Get a short digest of credential review threads

Bring credential review conversations back into view with a scheduled summary of what Cody can find.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Conversations

Retrieves conversations from an account.

Why this helps

Review threads spread across conversations can be difficult to revisit when the day is already full.

  • Gather relevant Cody conversations into one scheduled report.
  • Make follow-up context quicker to scan.
  • Help keep review discussions from slipping out of sight.

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 find Cody conversations matching your credential review terms and summarize their available details.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one run and review the conversations returned.

Questions about this workflow

Can this tell which reviews are still open?

Only if the conversation data or search results contain that status. Otherwise, the report can summarize matching conversations but cannot infer whether a review is open.

Does it send reminders to conversation owners?

No. This workflow summarizes Cody conversation results and delivers a run report to the channel you choose.

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.

TriggerScheduled

Create Conversation

Starts a new conversation with a bot.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document

Creates a text-based document in the knowledge base.

ActionInstant

Create Document From File

Creates a knowledge base document from an uploaded file.

ActionInstant

Create Document from Webpage

Creates a knowledge base document from a public webpage.

ActionInstant

Create Folder

Creates a folder to organize documents or conversations.

ActionInstant

Delete Conversation

Permanently deletes a conversation.

ActionInstant

Delete Document

Deletes a document.

ActionInstant

Get Conversation

Retrieves a conversation and its details.

ActionInstant

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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