Make knowledge base reviews easier to start
When Airtable processes evolve, finding the right Cody documents to revisit can take time. Create a scheduled inventory snapshot to support a focused review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Tool to retrieve all documents from Cody AI account with optional filtering. Use when you need to list documents by folder, conversation, or search by keyword. Returns document details including learning status and content URL.
Why this helps
A large knowledge base makes it difficult to remember which documents deserve a periodic check.
- Get a recurring view of Cody documents for review.
- Use a consistent starting point for knowledge maintenance.
- Reduce the work required to remember review tasks.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Cody once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the document inventory review.
- 3Describe in one instruction that the run should list Cody documents and create a concise Cody snapshot with available titles and review prompts for Airtable-related material.
- 4Pick a recurring Notis schedule as the trigger.
- 5Choose a report channel and test with one run against your real Cody account.
Questions about this workflow
Can it identify which documents are about Airtable?
The List Documents action supports keyword filtering. State the terms to look for in your instruction, and remember this depends on document titles or indexed searchable details.
Does this review documents for accuracy?
It creates an inventory snapshot from available results. A person should verify whether the content still matches current Airtable processes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Cody. A trigger fires from one place; an action lands in another.
Airtable triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Tool to create a new conversation with a specified bot. Use when starting a new conversation thread with optional focus mode to limit bot's knowledge base to specific documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a new document with text or HTML content in Cody AI. Use when you need to add documents to Cody's knowledge base with up to 768 KB of content.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Create Document From File
Tool to create a document by uploading a file (up to 100 MB). Supports txt, md, rtf, pdf, ppt, pptx, pptm, doc, docx, docm formats. Use when you need to add file-based documents to Cody's knowledge base. The file is processed asynchronously.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Create Document from Webpage
Tool to create a document from a publicly accessible webpage URL. Use when you need to import content from a webpage into Cody AI. The webpage must be accessible without login. If request fails, ensure the URL is publicly accessible and not blocked by a firewall.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Create Folder
Tool to create a new folder in Cody AI for organizing content. Use when you need to create a folder to organize documents or conversations.
View Created
Triggers when a new view is created in an Airtable base.
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
View Deleted
Triggers when a previously known Airtable view is deleted.
Delete Document
Tool to delete a document by id. Use when removing a document that is no longer needed.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Get Conversation
Tool to fetch a conversation by its ID from Cody AI. Use when you need to retrieve details about a specific conversation. Supports optional includes parameter to filter response to list document IDs.
Connect any two apps with Notis in the middle.
Airtable and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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