Start partner reviews with the right context
Give each review a ready-to-use Cody conversation grounded in the partner details you provide.
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
Starting a partner review often means finding the relevant details again and reconstructing the questions to ask.
- Create a dedicated conversation for a partner review.
- Keep the review focused on the supplied partner information and questions.
- Reduce repeated preparation before partner discussions.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Cody once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Ask Notis to create a Cody conversation for each review using the partner details and questions you provide.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real partner review and its supplied context.
Questions about this workflow
Can Cody review every Adtraction partner automatically?
The workflow can use partner details made available to Notis. Adtraction does not provide a trigger event here, so the schedule starts the automation.
Can the conversation be focused on specific documents?
Cody supports an optional focus mode, but the workflow needs the relevant documents or focus instructions to be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Cody. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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