Get business answers without rebuilding the context
Send the question with its Agiled context and let Cody return an answer grounded in its available knowledge.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Message
Sends a message and receives an AI-generated reply.
Why this helps
Answering a business question often means switching between CRM records, project notes, and a separate knowledge source.
- Bring a question and its available context into one Cody conversation.
- Receive a response that can reference Cody's knowledge base.
- Surface missing context instead of quietly filling gaps.
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 send the incoming business question and available Agiled context to Cody and report its answer.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real business question and check whether the answer addresses the request.
Questions about this workflow
Does Cody answer from every Agiled record?
Not necessarily. Notis can use only context available through the connected account and the request. The instruction should specify what context to retrieve.
What if Cody lacks information to answer?
Ask Notis to say what information is missing rather than making up an answer.
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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