Give parsed client records an organized home
When a new client comes through intake, create a Cody folder so related knowledge has a clear place to live.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Folder
Creates a folder to organize documents or conversations.
Why this helps
New client materials are harder to maintain when each record starts without an agreed place in the knowledge base.
- Create a consistent place for client knowledge
- Reduce manual folder setup
- Use naming details supplied with the parsed record
Setup
Build it in a few focused steps.
- 1Connect Airparser and Cody once in the Notis portal.
- 2Create a Notis automation for client folder setup.
- 3Describe the outcome: create a Cody folder using the client folder name supplied in each webhook payload.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real new client payload and confirm the folder name.
Questions about this workflow
Will this also move documents into the new folder?
No. This action creates a folder. Moving or organizing documents requires a supported action and workflow.
Where does the folder name come from?
The webhook payload must supply the intended name, such as the client name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Cody. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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