Keep a recurring contact quality brief in Cody
Set a regular moment to review the contact data you specify and leave a short, useful record for your team.
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
Contact data reviews are easy to postpone when they depend on someone remembering to run them and document the outcome.
- Build a repeatable review habit.
- Keep a concise record of checked data and issues needing attention.
- Reduce the effort of preparing a manual review summary.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Cody once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the scheduled review.
- 3Describe which contact data to check, where that input comes from, and how to summarize results in a Cody document.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the brief labels unresolved details for review.
Questions about this workflow
Where does the contact data come from?
Specify the input source and scope in your instruction. The schedule itself does not supply a contact list.
Can this workflow recheck every contact in an account automatically?
Only if your connected setup exposes that data to Notis. The instruction should name the data source and scope available to your account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Cody. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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