Find guidance for invoice questions faster
Send invoice questions with their available context to Cody and get a response grounded in company 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
Invoice questions interrupt focused work when process details are scattered across internal documents.
- Find relevant process guidance in Cody's available knowledge.
- Include the invoice context supplied with the request.
- Highlight when a policy document or key detail is missing.
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 invoice question and available Agiled context to Cody and report the answer with any relevant sources it provides.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real invoice process question and verify the answer against company guidance.
Questions about this workflow
Does this create or send invoices?
No. The available Cody actions do not create or send invoices. This workflow asks Cody for guidance.
Can it answer a policy question if the policy is not in Cody?
It should identify that the knowledge is unavailable rather than inventing a policy.
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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