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Notis

Spot project knowledge gaps on a schedule

Have Notis periodically compare available project context with Cody's document list and report where references 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

Project context can change while reference documents remain scattered, outdated, or difficult to locate.

  • Review project context and Cody documents together on a recurring schedule.
  • Spot possible gaps for a person to investigate.
  • Reduce the need to remember when a project knowledge review is due.

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 review available Agiled project context and Cody documents, then report possible missing or mismatched references.
  • 4Pick the notis_cron trigger and choose a schedule and report channel.
  • 5Test with one real project example and review whether the report is useful.

Questions about this workflow

Does this prove a Cody document is outdated?

No. The workflow can flag possible mismatches based on available information, but a person should verify whether a document is actually stale.

Will it inspect every project automatically?

Only if Notis can access the relevant project context through Agiled. Ask the report to identify projects it could not inspect.

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.

TriggerScheduled

Create Conversation

Starts a new conversation with a bot.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document

Creates a text-based document in the knowledge base.

ActionInstant

Create Document From File

Creates a knowledge base document from an uploaded file.

ActionInstant

Create Document from Webpage

Creates a knowledge base document from a public webpage.

ActionInstant

Create Folder

Creates a folder to organize documents or conversations.

ActionInstant

Delete Conversation

Permanently deletes a conversation.

ActionInstant

Delete Document

Deletes a document.

ActionInstant

Get Conversation

Retrieves a conversation and its details.

ActionInstant

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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