Keep client references organized around current accounts
Have Notis review the folder structure against accessible client context and report where a clearer home may be needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Folders
Retrieves folders from an account.
Why this helps
Client references become difficult to reuse when folders no longer reflect the way account work is organized.
- See possible client folder gaps in one report.
- Identify overlapping folder names for review.
- Keep organization tied to available account context.
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 list Cody folders and compare their names with accessible Agiled client context, reporting possible gaps and uncertain matches.
- 4Pick the notis_cron trigger and choose a schedule and report channel.
- 5Test with one real set of accounts and confirm suggestions are grounded in the available names.
Questions about this workflow
Will it create or rename the folders?
No. The available action lists folders but does not create or update them in this workflow.
Does a missing name prove a missing folder?
No. It may reflect different naming. The report should show uncertain matches for human review.
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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