Start a Cody Conversation for Prospect Research
Give each promising lead a dedicated thread for questions and next steps.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Conversation
Starts a new conversation with a bot.
Why this helps
Prospect questions get mixed into unrelated conversations, making context harder to recover.
- Keep questions about a prospect in one dedicated thread.
- Carry available lead context into the conversation prompt.
- Make follow-up research easier to continue.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to create a Cody conversation for each incoming lead research request and include the supplied context.
- 3Pick the Notis webhook trigger and send a request with one lead's details.
- 4Choose where run reports go, then test with one real lead example.
Questions about this workflow
Does this automatically choose a Cody bot?
The available action creates a conversation with a specified bot. Set the bot choice in your instruction or provide it when configuring the automation.
Can it focus on particular Cody documents?
The create conversation action supports an optional focus mode to limit the bot's knowledge base to specific documents, when those document details are supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Cody. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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