Knowledge Base Stays Fresh: Auto-Archive Stale Conversations
When deals close or contacts become inactive in Espocrm, Notis removes the clutter by archiving related Cody conversations so you focus on active opportunities.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
Why this helps
Your Cody conversations pile up. You search for current intel but wade through conversations about dead deals and inactive leads. Your knowledge base becomes noise instead of signal.
- Faster, more relevant searches in Cody
- Reduce mental clutter
- Keep knowledge base aligned with active work
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody integrations to Notis.
- 2Tell Notis: 'When a deal or contact status changes to closed, lost, or inactive in Espocrm, delete or archive the associated Cody conversation.'
- 3Select your reporting channel for cleanup confirmations.
- 4Move a test deal to closed in Espocrm and verify the related Cody conversation is archived within one minute.
Questions about this workflow
What if I need to refer back to an archived conversation later?
Notis can archive instead of delete, keeping conversations retrievable. Or archive to a separate 'archive' folder in Cody for reference.
How does Notis know which Cody conversation belongs to which Espocrm record?
Notis matches by name, related contact, or metadata tags you set up. You define the matching rules in your plain-language prompt.
Can I selectively keep conversations for certain deal types or contacts?
Yes. Refine your prompt: 'Archive conversations for closed deals under $10k, but keep conversations for major accounts even if closed.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Espocrm to Cody. A trigger fires from one place; an action lands in another.
Espocrm 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.
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.
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.
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.
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.
Espocrm and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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