Keep campaign results easy to find in Cody
Get a clear weekly summary of what your email campaigns did, ready to use in Cody.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a text-based document in the knowledge base.
Why this helps
Campaign results are easy to forget when they are scattered across reports and follow-up tasks.
- Review campaign results without reopening multiple reports.
- Keep recurring campaign insights in Cody's knowledge base.
- Make follow-up questions easier to find and revisit.
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 campaign results and create a concise Cody document with metrics, takeaways, and open questions.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign example.
Questions about this workflow
What starts this workflow?
A recurring Notis schedule starts it. ActiveTrail does not provide a trigger event for this workflow.
What goes into the Cody document?
Ask Notis to include the campaign results available from ActiveTrail, summarize notable changes, and label any missing comparison target or context.
Can the brief compare results with a goal?
Yes, if you include the goal in your instruction or provide it to Notis. The workflow cannot infer a target that ActiveTrail does not provide.
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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