Turn campaign reviews into focused decisions
Bring recent campaign results into a Cody conversation and work through what to do next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Conversation
Starts a new conversation with a bot.
Why this helps
A report full of numbers does not automatically make the next campaign decision clear.
- Start a dedicated thread for each scheduled review.
- Use Cody to organize questions raised by campaign results.
- Keep review work separate from general knowledge documents.
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 review recent ActiveTrail results and start a Cody conversation with a concise summary and decision questions; specify the Cody bot to use.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review period and confirm the requested bot is available.
Questions about this workflow
Does this workflow send a message into the new conversation?
The selected action creates a Cody conversation. Ask Notis to include the review context in the conversation setup where supported; this action does not itself send a message.
Can Cody recommend a campaign target?
It can help reason from the available results, but any business goal or benchmark that ActiveTrail does not provide must be included in your instruction.
What if the specified Cody bot is unavailable?
Choose a bot available in your Cody account and update the instruction to name it before relying on the workflow.
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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