See which Airtable guidance documents need a status check
Recently added knowledge can take time to become useful. Create a scheduled snapshot of Cody document statuses so you can see what may need a follow-up.
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
Without a simple status view, it is easy to forget whether newly added process knowledge is ready to use.
- Surface learning status from available Cody document results.
- Create a repeatable check for recent knowledge additions.
- Make processing delays visible for follow-up.
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 document status review.
- 3Describe in one instruction that the run should list Cody documents and create a concise snapshot of returned learning statuses, calling out pending or unclear items.
- 4Pick a recurring Notis schedule trigger.
- 5Choose a report channel and test with one run against your Cody account.
Questions about this workflow
Does the workflow retry documents that are still processing?
No. It creates a status snapshot using the List Documents action. Follow up manually if a document remains pending.
Can it identify only Airtable guidance?
Use keyword filters supported by List Documents and terms that appear in titles or searchable document details.
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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