Prepare a Cody Folder for Prospect Reviews
Set up a clean research space before your next prospect review cycle.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Folder
Creates a folder to organize documents or conversations.
Why this helps
Research from a new review cycle can land in an existing knowledge base without a clear home.
- Prepare a dedicated folder for a planned review cycle.
- Give prospect research a consistent organization point.
- Reduce setup friction before review time.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Cody once in Notis.
- 2Create an automation instructing Notis to create a Cody folder for each scheduled prospect review cycle.
- 3Pick a recurring Notis schedule that matches your review cycle.
- 4Choose where run reports go, then test with one real upcoming review.
Questions about this workflow
Does creating a folder also move documents into it?
No. This workflow creates a folder. Organizing existing or future documents requires a separate supported action and instruction.
Can it make folders based on a cycle name?
The folder name can follow the naming instruction you provide, such as a review period, if that value is available to the automation.
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.