Contracts Searchable, Never Buried: Auto-Upload to Cody
Attach a contract to an Espocrm deal and Notis automatically uploads it to Cody, making contract terms and obligations instantly searchable across your deals.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Contracts sit in Espocrm attachments, buried in email, or scattered across systems. When you need to check a term or obligation, hunting through files wastes time and energy.
- Find contract terms in seconds
- Never miss renewal dates or obligations
- Quickly compare terms across deals
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody integrations to Notis.
- 2Ask Notis: 'When a file is attached to an Espocrm deal or contact and the filename contains contract, agreement, or NDA, upload it to Cody as a document.'
- 3Select your reporting channel for upload confirmations.
- 4Attach a test contract file to an Espocrm deal and verify it appears in Cody within minutes.
Questions about this workflow
What file formats does this support?
Cody accepts PDF, DOC, DOCX, RTF, TXT, and more. Notis uploads whatever Espocrm can store.
Can Notis extract key terms (dates, amounts, obligations) and tag them?
Yes. Tell Notis to 'extract renewal dates, payment terms, and key obligations and add them as metadata tags' for easier searching.
What if I have very large contracts?
Cody handles files up to 100 MB. Most contracts are much smaller and upload in seconds.
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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