Remember Why: Automated Decision Logging
When you finalize a decision in Espocrm, Notis automatically documents it in Cody with your reasoning and context so you can remember why you chose.
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 make decisions but never document the reasoning. Months later you second-guess yourself or forget why you chose a certain path, leading to rework and frustration.
- Reduce decision reversal and rework
- Preserve reasoning for future reference
- Build institutional decision patterns
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody integrations to Notis.
- 2Ask Notis: 'When a decision is marked as finalized in Espocrm, create a Cody document with the decision title, options considered, rationale for the choice, and key context. Include date and stakeholders involved.'
- 3Select your reporting channel for logging confirmations.
- 4Create a test decision record in Espocrm and verify the decision log appears in Cody.
Questions about this workflow
How do I mark something as a decision in Espocrm for Notis to catch?
You define the trigger in your setup. Examples: create a decision record type, add a decision status field, or tag records with a keyword.
What if a decision later needs to be revisited?
The decision log stays in Cody, but Notis can create an amendment log if you reverse the decision, maintaining full history.
Can decisions be organized by category or impact level?
Yes. Tell Notis: 'Organize decisions by category (product, strategy, team, finance) and mark impact level (high/medium/low).'
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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