Skip to content
Notis

Find Past Audit Notes Before Starting a New Review

Check what your team has already documented before spending time rebuilding audit context from scratch.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Documents

Retrieves documents from an account.

Why this helps

Past audit summaries can be difficult to locate when their names do not match the wording of a new question.

  • Search the Cody document list for audit-related material.
  • Bring relevant document details into a recurring report.
  • Show when the search returns no evidence of a prior audit summary.

Setup

Build it in a few focused steps.

  • 1Connect Anthropic administrator and Cody once in the Notis portal.
  • 2Create an automation and ask Notis to search Cody documents for past Anthropic administration audit summaries.
  • 3Choose a Notis cron schedule for the retrieval check.
  • 4Choose where Notis should send run reports.
  • 5Test with one run and check that matches are supported by returned document details.

Questions about this workflow

Does the workflow provide the full audit history?

No. Cody's List Documents action returns document details. It does not establish that all audit records are present or complete.

Can it find documents by keyword?

Yes. Cody's List Documents action supports optional keyword filtering.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Anthropic administrator to Cody. A trigger fires from one place; an action lands in another.

Anthropic administrator triggers

Cody actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Conversation

Starts a new conversation with a bot.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document

Creates a text-based document in the knowledge base.

ActionInstant

Create Document From File

Creates a knowledge base document from an uploaded file.

ActionInstant

Create Document from Webpage

Creates a knowledge base document from a public webpage.

ActionInstant

Create Folder

Creates a folder to organize documents or conversations.

ActionInstant

Delete Conversation

Permanently deletes a conversation.

ActionInstant

Delete Document

Deletes a document.

ActionInstant

Get Conversation

Retrieves a conversation and its details.

ActionInstant

Connect any two apps with Notis in the middle.

Anthropic administrator and Cody, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cody.