Know what lives in Cody every month
Get a simple inventory before your knowledge base becomes opaque.
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Without a regular inventory, outdated and unfinished documents remain invisible.
- Makes maintenance visible
- Highlights processing issues
- Supports deliberate cleanup
Setup
Build it in a few focused steps.
- 1Connect Cody once in Notis.
- 2Create a monthly inventory automation.
- 3Tell Notis to list Cody documents and group them by status, folder, and maintenance concern.
- 4Choose a monthly schedule and report channel.
- 5Run one test inventory and confirm the categories.
Questions about this workflow
Can the inventory include learning status?
Yes. The Cody list documents action returns document details including learning status.
Can I limit it to a folder?
Ask Notis to apply the available folder filter in the inventory prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Cody. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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.
New Coda Document Trigger
Triggers when a new Coda document is created.
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.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
Delete Document
Tool to delete a document by id. Use when removing a document that is no longer needed.
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.
Coda and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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