Prepared for Every Meeting: Auto-Agenda Import
Schedule a meeting in Espocrm and Cody instantly gets a document with the agenda, attendees, and all relevant company background in one searchable place.
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 schedule a call but scramble for context minutes before. Meeting agendas live in Espocrm, notes in email, and background info in other tools. You waste cognitive energy piecing it together.
- Walk into every meeting fully briefed
- Reduce pre-call stress and context-switching
- Have backup notes during the call
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody integrations to Notis.
- 2Ask Notis: 'When a meeting is scheduled in Espocrm, create a Cody document with the meeting title, date, time, attendees, and any agenda notes, plus pull relevant company background.'
- 3Select your reporting channel (Telegram, Slack, email) for notifications.
- 4Schedule a test meeting in Espocrm and confirm the Cody document is created with full details.
Questions about this workflow
Does this pull meeting details from the Espocrm calendar or from deal/contact records?
Both. Notis grabs the meeting event details from Espocrm and enriches it with contact and company info for context.
Can I add pre-meeting homework or talking points to the document?
Yes. Tell Notis: 'Include sections for Key Questions, Customer Background, and Competitor Context.' It'll structure the doc for you.
What if the meeting is with someone I've talked to before?
Notis can pull past interaction notes from Espocrm and add them to the agenda document so you remember prior conversations.
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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