Close Deals, Not Memories: Automatic Deal Documentation
Every closed deal automatically becomes a searchable document in Cody, preserving deal terms, negotiation notes, and outcomes without manual effort.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
You close deals but never document them. Months later you can't remember terms, stakeholders, or why a similar negotiation went differently. Institutional knowledge leaks away.
- Keep searchable deal history
- Spot patterns in successful closes
- Share institutional knowledge with team
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody integrations to Notis once.
- 2Tell Notis: 'When a deal status changes to closed in Espocrm, create a Cody document with deal name, amount, stakeholders, negotiation notes, and close date.'
- 3Select your notification channel (Telegram, Slack, or email) for automation run reports.
- 4Close a test deal in Espocrm and confirm the document appears in Cody within a minute.
Questions about this workflow
What fields from Espocrm go into the document?
Notis pulls deal name, amount, close date, probability, associated contacts, and any notes or custom fields you want included. You define what matters most in your plain-language prompt.
Can I add formatting or templates to these documents?
Yes. Specify in your prompt: 'Format the document with sections for Stakeholders, Negotiation Notes, Deal Terms, and Lessons Learned.'
Do I have to document every closed deal?
Not necessarily. You can refine the trigger: 'Only create documents for deals above $X or with specific deal types.'
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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