Turn Prospect Questions into Cody Research Briefs
Write down the question and the evidence you already have before researching further.
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
Open questions about a prospect often disappear into chats without a clear record of what is known.
- Keep the question attached to available company context.
- Separate known details from what still needs an answer.
- Make research handoffs clearer.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to write each supplied prospect question, context, and unknowns into a Cody research brief.
- 3Pick the Notis webhook trigger and include the question and relevant company details in the request.
- 4Choose where run reports go, then test with one real research question.
Questions about this workflow
Will Cody answer the question automatically?
This workflow creates a document. It records the question and supplied context but does not send a message to a Cody bot.
What if the request has no company details?
The brief can note that context is missing, but it should not invent facts about the company.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cody.