See which client context may be missing from Cody
Have Notis compare accessible client context with Cody's document list and report accounts that may need better reference coverage.
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
Teams can maintain many client relationships without noticing which accounts lack reusable context in the knowledge base.
- Get a periodic view of possible client knowledge gaps.
- Compare available CRM context with Cody's document list.
- Make it easier to prioritize which account references to improve.
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 Agiled client context with Cody documents and report possible accounts without relevant references.
- 4Pick the notis_cron trigger and choose a schedule and report channel.
- 5Test with one real client example and confirm the report shows uncertainty where matching is unclear.
Questions about this workflow
Does this create missing client documents?
No. This workflow reports possible coverage gaps. Creating documents is a separate Cody action and should use verified context.
What happens if names do not match exactly?
The instruction should ask Notis to mark uncertain matches for review rather than treating them as confirmed.
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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