Help new teammates find the right CMS guidance
Put the onboarding information you already have into a focused Cody reference for easier self-service.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document
Creates a text-based document in the knowledge base.
Why this helps
New teammates interrupt focused work when onboarding answers are spread across pages and hard to locate.
- Organize supplied onboarding guidance into one reference.
- Make steps and unanswered questions easy to scan.
- Help new teammates find context in Cody.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Cody once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to create a Cody onboarding reference from supplied CMS guidance, organizing stated steps and listing questions the source does not answer.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real onboarding excerpt and confirm the steps match the source.
Questions about this workflow
Can the workflow invent steps to make onboarding complete?
No. It should organize documented steps and call out gaps for someone to fill in.
Can it be used for recurring employee onboarding?
Yes, if each webhook request supplies the relevant guidance or context for the reference to create.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Cody. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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