Keep campaign launch context with your knowledge
Capture the audience, purpose, and messaging behind each campaign while the details are fresh.
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
Weeks later, it can be hard to remember why a campaign was sent or what it was meant to achieve.
- Preserve launch context alongside campaign knowledge.
- Make campaign details searchable in Cody.
- Reduce repeated effort when reviewing or reusing past messaging.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Cody once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create a Cody document from the campaign name, audience, purpose, and message context included in the incoming request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real example request to test the workflow.
Questions about this workflow
Does ActiveTrail directly trigger this workflow?
No. A Notis webhook starts it when an external tool or custom backend sends an HTTP request. Configure that system to send the launch details.
What if the request lacks campaign context?
Notis can only document details supplied in the request or available through the connected ActiveTrail account. Missing audience or purpose should be marked as unavailable.
Does this publish anything publicly?
No. The selected Cody action creates a document in Cody AI.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Cody. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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