Hear Your Customers: Automated Feedback Documentation
Feedback logged in Espocrm automatically gets documented in Cody, building a searchable library of what your customers really think and need.
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
Customer feedback scattered across emails, surveys, and call notes disappears. You forget what customers said. Product decisions drift from customer needs.
- Keep customer needs front and center
- Build searchable feedback library
- Make product decisions grounded in customer voice
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody integrations to Notis.
- 2Tell Notis: 'When customer feedback is logged in Espocrm (notes, feedback records, or survey responses), create a Cody document with the customer name, feedback summary, date, and any sentiment or category tags.'
- 3Select your reporting channel for documentation confirmations.
- 4Log a test customer feedback item in Espocrm and verify it appears in Cody within one minute.
Questions about this workflow
Can Notis automatically categorize feedback by topic or sentiment?
Yes. Tell Notis: 'Tag feedback with the main topic (product, pricing, support) and sentiment (positive, negative, neutral) for easy filtering.'
What if I want to separate feedback by product or customer segment?
Notis can organize feedback into separate Cody folders by product line, customer tier, or any custom category you specify.
Can the team search and reference feedback directly in Cody?
Absolutely. Feedback is stored as documents, so anyone with Cody access can search and reference what customers are saying.
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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