Keep Airtable knowledge folders easy to navigate
A folder structure can become hard to scan as projects grow. Create a recurring Cody snapshot to make an organization review easier to begin.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Folders
Tool to retrieve all folders with optional keyword filtering. Use when you need to list or search for folders in the account.
Why this helps
When folders grow without review, finding the right process guidance takes extra searching and attention.
- See available Cody folders in a recurring review snapshot.
- Prompt a focused cleanup discussion with current context.
- Reduce friction when locating project knowledge.
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 folder organization review.
- 3Describe in one instruction that the run should list Cody folders and create a concise snapshot with available names and organization questions for Airtable-related work.
- 4Pick a recurring Notis schedule trigger.
- 5Choose a report channel and test with one run against your real Cody account.
Questions about this workflow
Will the workflow rename or reorganize folders?
No. It lists folders and creates a review snapshot. Updating a folder would require a separately designed workflow and a clear rule.
Can the snapshot identify duplicate folders?
It can point out similar names in the returned list, but a person should confirm whether they are duplicates before making changes.
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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