Track Growth Over Time: Automated Monthly Metrics
The first of each month, Notis pulls your Espocrm metrics (deals, revenue, pipeline size) and creates a Cody document so you have a permanent, searchable record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 close deals but never track how many. Revenue targets blur together. You can't easily compare month-to-month performance or spot improvement trends.
- Spot month-over-month growth trends
- Keep searchable records for reflection
- Make data-informed decisions
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody integrations to Notis.
- 2Tell Notis: 'On the first of each month at 9am, pull deals closed this month, total revenue, average deal size, and pipeline value from Espocrm. Create a Cody document titled [Month] Business Metrics with these numbers.'
- 3Select your reporting channel for completion notifications.
- 4Wait for the first of next month and check your channel for confirmation, then view the new document in Cody.
Questions about this workflow
Can I track custom metrics specific to my business?
Absolutely. Specify any Espocrm field in your prompt, and Notis will pull it into the monthly report.
What if a month ends on a weekend when I'm not working?
Tell Notis to create the report on the last business day of the month instead. It adjusts the schedule for you.
Can Notis add context like comparisons to last month or year-over-year growth?
Yes. Expand your prompt: 'Include comparison to last month and same month last year, with percent change highlighted.'
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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