Find campaign references from one Cody index
Create a simple monthly index so your team can quickly orient itself among campaign references.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document
Creates a text-based document in the knowledge base.
Why this helps
Campaign pages can be individually useful yet collectively hard to navigate when there is no concise index.
- Create a navigable monthly reference from supplied campaign details.
- Make missing titles or dates visible.
- Help teammates find campaign context faster 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 index from campaign details available for the month, grouping by supplied names and dates and marking missing information.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real month of campaign details and confirm the index reflects the available set.
Questions about this workflow
Will the index include every campaign in Agility CMS?
Only if the scheduled automation has access to the complete campaign details. The listed source has no trigger event or read action here.
Can it link to the original pages?
Include page URLs in the supplied details if you want the index to retain them.
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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