Keep campaign knowledge easier to find
A recurring review can surface the Cody documents associated with your campaign topics, helping you spot knowledge that needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Retrieves documents from an account.
Why this helps
Campaign knowledge can become hard to trust when documents are difficult to find or their learning status is overlooked.
- Review Cody documents related to supplied campaign topics.
- See document details such as learning status when returned.
- Create a regular checkpoint for knowledge organization.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Cody once in Notis.
- 2Create an automation in Notis and name it.
- 3Describe the campaign topics to review and where the topic list should come from if it is not available in connected data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real topic and confirm the listed documents are relevant.
Questions about this workflow
Does the audit verify document accuracy?
No. It can list document details and surface them for review, but a person must assess whether the content is accurate.
Can it find topics without campaign data?
Only if you supply those topics or they are available through the connected setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Cody. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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