Make task handoffs easier to pick up
Send task details once and keep the handoff summary in Cody for the next person.
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
A task can stall when the next person has to reconstruct its status and context from scratch.
- Clarify the current owner and next step from supplied details
- Capture blockers and unresolved questions
- Reduce back-and-forth during handoffs
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Cody once in the Notis portal.
- 2Create an automation that converts each received task handoff into a concise Cody note.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Send one real task handoff and review the generated note.
Questions about this workflow
Will this assign or update a task in AccuLynx?
No. The selected action creates a Cody document from the supplied handoff details.
What if the handoff does not include an owner?
Instruct Notis to mark ownership as unspecified instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Cody. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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