Keep Cody's email references reviewable
Set a recurring reminder to review documents your team has added from inbox workflows.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to retrieve all documents from Cody AI account with optional filtering. Use when you need to list documents by folder, conversation, or search by keyword. Returns document details including learning status and content URL.
Why this helps
Reference material grows over time, and without a regular review it can become harder to find the useful context.
- Create a recurring opportunity to inspect Cody documents
- Make accumulated email knowledge easier to maintain
- Reduce the chance of useful references becoming overlooked
Setup
Build it in a few focused steps.
- 1Connect Cody once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, say to list Cody documents relevant to your email knowledge base and summarize the items for review.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real example by reviewing the returned document list.
Questions about this workflow
Does this workflow modify Cody documents?
No. It lists documents for review. The provided action does not update document content.
Can it filter documents?
List Documents supports filtering such as folder, conversation, or keyword. State the useful scope in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Cody. A trigger fires from one place; an action lands in another.
Agent mail triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Tool to create a new conversation with a specified bot. Use when starting a new conversation thread with optional focus mode to limit bot's knowledge base to specific documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a new document with text or HTML content in Cody AI. Use when you need to add documents to Cody's knowledge base with up to 768 KB of content.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Document From File
Tool to create a document by uploading a file (up to 100 MB). Supports txt, md, rtf, pdf, ppt, pptx, pptm, doc, docx, docm formats. Use when you need to add file-based documents to Cody's knowledge base. The file is processed asynchronously.
Create Document from Webpage
Tool to create a document from a publicly accessible webpage URL. Use when you need to import content from a webpage into Cody AI. The webpage must be accessible without login. If request fails, ensure the URL is publicly accessible and not blocked by a firewall.
Create Folder
Tool to create a new folder in Cody AI for organizing content. Use when you need to create a folder to organize documents or conversations.
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
Delete Document
Tool to delete a document by id. Use when removing a document that is no longer needed.
Get Conversation
Tool to fetch a conversation by its ID from Cody AI. Use when you need to retrieve details about a specific conversation. Supports optional includes parameter to filter response to list document IDs.
Connect any two apps with Notis in the middle.
Agent mail and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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