Respond Faster and Smarter: Instant Email Context
Important emails trigger an instant Cody search for related background, past deals, and company history so you have context before typing a reply.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
An email from a key contact or prospect arrives. You need to remember their history, their last deal, and what you promised them. Searching multiple tools takes energy you need for the actual response.
- Respond in minutes instead of hours
- Never miss context on important emails
- Reduce email-related cognitive load
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody to Notis (integrations enabled once).
- 2Tell Notis: 'When an email arrives from a key contact or with certain keywords, search Cody for related company history, past deals, and background. Report findings.'
- 3Select which emails trigger the search (flagged, specific senders, keywords) in your prompt.
- 4Pick your reporting channel for results.
- 5Test by having a colleague send you a relevant email and verify Cody context arrives before you need to reply.
Questions about this workflow
How does Notis know which emails are important enough to trigger the search?
You tell it in your prompt. Examples: emails from accounts over $50k, emails with 'urgent' in the subject, emails from your VIP contact list.
Can I get the Cody search results in my email or Slack?
Yes. Choose your reporting channel. Notis sends you the relevant Cody findings before the original email sits unread.
What if Cody finds nothing relevant?
Notis tells you that too, so you know whether the contact is genuinely new or whether your knowledge base needs updating.
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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