Give each new Airtable view a documented purpose
A new view can become a useful shortcut or an unexplained extra. Capture its details and make space to record who it helps and why.
Trigger
View Created
Triggers when a new view is created in an Airtable base.
Action
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.
Why this helps
People often create useful views but forget to explain what decisions or routines those views support.
- Keep a searchable inventory of new views.
- Encourage a short explanation of the view's purpose.
- Reduce repeated questions about which view to use.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Cody once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it for new view documentation.
- 3Describe in one instruction that each new view should create a Cody note containing returned details and a prompt to add its purpose and intended users.
- 4Pick the Airtable View Created trigger.
- 5Choose a report channel and test with one real view creation.
Questions about this workflow
Can the workflow infer the intended audience for a view?
Not unless Airtable returns that information. Ask the note to flag the audience as a detail for the creator to fill in.
Does this create the Airtable view?
No. Airtable's View Created event starts the workflow, and Cody receives the documentation note.
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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