Create a useful Cody brief from an ActiveMerge merge
A merged packet can be long. Send its text through Notis and give your team a focused brief to consult in Cody.
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
Important decisions and follow-up details can get lost in long merged packets.
- Extract key decisions and dates into a short reference document.
- Make merged packet contents easier to search in Cody.
- Preserve the source text in the webhook payload for a grounded summary.
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 summarize received merged-document text into decisions, dates, and follow-ups, then create a Cody document.
- 4Choose the webhook trigger and arrange for the merge process to send the document text in an HTTP request.
- 5Choose a report channel, then test with one real merged packet.
Questions about this workflow
Does this workflow fetch merged documents from ActiveMerge?
No ActiveMerge trigger event is listed. The workflow starts only when an external process sends Notis a webhook request containing the merged text or other usable content.
What should the brief include?
You can describe the desired summary in your instruction, such as decisions, dates, and follow-up items. Notis can only use details present in the provided content.
Where is the brief saved?
The Cody Create Document action adds it as a document in Cody AI.
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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