Start Your Day Focused: Automated Daily Standup
Every morning, Notis pulls your Espocrm tasks and sends them to Cody to help you identify what matters most, without manually checking your CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Message
Tool to send a message to Cody AI and receive an AI-generated response. Use when you need to send a user message to a conversation and get the AI's reply.
Why this helps
You wake up and face 20+ tasks across Espocrm. Deciding what to do first feels overwhelming. You context-switch between tools looking for priority signals and lose focus before 9am.
- Start focused instead of scattered
- Reduce decision fatigue in the morning
- See what's actually due today
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody integrations to Notis.
- 2Ask Notis: 'Every weekday at 7am, pull my open tasks from Espocrm and send them to Cody asking for a priority breakdown and time estimate for each.'
- 3Notis creates the automation; select your reporting channel for completion notifications.
- 4Wait for tomorrow morning, check your reporting channel for confirmation, and review Cody for your prioritized task list.
Questions about this workflow
Can I change the time to match my actual wake-up time?
Of course. Tell Notis your preferred time (8am, 9am, etc.) and it adjusts the daily trigger to fit your schedule.
What if I want this on weekends too, or only on certain days?
You control the frequency. Say 'every day' for daily, or specify 'weekdays only' or 'Mondays and Fridays only.'
Will Cody give me real prioritization or just list the tasks?
Notis tells Cody to rank tasks by deadline and impact. You get back a structured priority list, not just a dump of open items.
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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