Keep list operating guides current
Turn structural edits into clear working guidance.
Trigger
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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
A list can change meaning while its documentation quietly becomes outdated.
- Reduce stale process docs
- Clarify changing scope
- Make onboarding easier
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Cody in Notis once.
- 2Create an automation that creates or refreshes a Cody operating guide from the list update.
- 3Pick the ClickUp List Updated trigger.
- 4Choose where run reports should go.
- 5Test with one list change.
Questions about this workflow
Can it edit an existing Cody document?
This package uses Create Document, so ask Notis to create a refreshed guide or use a separate supported update workflow.
What if the list change lacks process detail?
The guide should state what is known and identify missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Cody. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
List Deleted
Triggers when a List is deleted.
Delete Document
Tool to delete a document by id. Use when removing a document that is no longer needed.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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