Keep payout follow-up in one searchable record
Capture payout details and the questions still needing attention in a Cody document.
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
Payout follow-up can stall when payment details and reconciliation questions are spread across reports and notes.
- Record payout details alongside the context you supply.
- Keep unresolved reconciliation questions visible for follow-up.
- Create searchable records in Cody.
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 document from each payout update, including supplied reconciliation notes and open questions.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real payout update and its available details.
Questions about this workflow
Can the workflow determine why a payout is missing or late?
It can summarize the details and evidence you provide, but it cannot determine a cause that is not present in the supplied information.
Does Adtraction provide a payout trigger here?
No. This workflow starts when a request reaches the Notis webhook, with payout information included or otherwise made available to the automation.
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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