Stay on top of ActiveMerge reference documents in Cody
Set a recurring check for documents your team has already added to Cody and get a focused review of their available status details.
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
Reference documents can become hard to track when nobody knows what is already in the knowledge base or still processing.
- Get a recurring view of ActiveMerge-related documents already in Cody.
- Review available learning status and document details in one report.
- Spot missing references or processing items for manual follow-up.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Cody in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to list Cody documents matching your ActiveMerge reference terms and summarize their available status details.
- 4Choose a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real Cody document set.
Questions about this workflow
Does the schedule retrieve files directly from ActiveMerge?
No. The listed Cody action can list documents already in Cody. It does not retrieve ActiveMerge files.
What does the report use to find relevant documents?
Tell Notis the terms or naming conventions to look for. The action supports searching Cody documents by keyword, and the report can only reflect information returned by Cody.
Can it detect that a document is missing from ActiveMerge?
Not from the listed action alone. Cody can list its own documents, but no ActiveMerge inventory or comparison event is specified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Cody. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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