Bring topic-related Cody documents into view
Choose a keyword and have Notis find matching Cody documents on a schedule, so relevant sources are easier to pick up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Retrieves documents from an account.
Why this helps
Relevant documents can be hard to relocate when the knowledge base grows and you switch between projects.
- Find documents matching a keyword you provide.
- Bring relevant source material into a recurring report.
- Spend less time searching the knowledge base manually.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Cody once in the Notis portal.
- 2Create an automation in Notis and name it for topic document search.
- 3In one instruction, tell Notis to list Cody documents matching the keyword you provide and summarize the returned sources.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real topic keyword and review the matches.
Questions about this workflow
Can it find topics without a supplied keyword?
Provide a topic keyword in the instruction or other available context for a targeted search.
Does this summarize each document's full contents?
It summarizes the details returned by the list action. Use Cody's get document action when you need details for a specific document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Cody. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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