Keep proposal references aligned with current work
Ask Notis to review proposal-related context and Cody documents on a schedule, then surface references that may need a human check.
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
Proposal work can reuse old context without an easy way to notice when a reference no longer matches current project details.
- Find potential differences between current project context and stored references.
- Make proposal knowledge reviews easier to repeat.
- Give a person a short list of references to verify.
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 proposal-related Agiled context with Cody documents and report possible discrepancies with supporting details.
- 4Pick the notis_cron trigger and choose a schedule and report channel.
- 5Test with one real proposal reference and verify the report does not claim a discrepancy without evidence.
Questions about this workflow
Can this confirm a proposal is current?
No. It can identify possible discrepancies from available information, but a person should verify the source and current version.
Does it edit proposal documents?
No. This workflow lists Cody documents for review and reports findings; it does not edit them.
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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