Make onboarding context easier to find
Have Notis check account onboarding context against Cody's documents and report where a helpful reference may be missing.
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
Onboarding slows down when account-specific context and reusable guidance are difficult to find together.
- Review available onboarding context alongside Cody documents.
- Spot possible gaps in reusable onboarding references.
- Make missing information clear for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Cody once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to compare accessible account onboarding context with Cody documents and report likely missing references, noting uncertain matches.
- 4Pick the notis_cron trigger and choose a schedule and report channel.
- 5Test with one real account and confirm the report distinguishes a missing reference from an uncertain match.
Questions about this workflow
Does this create onboarding documents?
No. This workflow reviews available documents and reports possible gaps. Document creation would require a separate action.
What if account onboarding details are incomplete?
The report should state which details are missing and avoid drawing conclusions from absent information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Cody. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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