Scale Partner Onboarding: Automated Guidance Conversations
Add a partner to Espocrm and Cody instantly starts a guided conversation with onboarding checklists, resources, and key processes tailored to their role.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Each new partner onboarding involves sending the same resources, repeating the same processes, and answering the same questions. It's repetitive and exhausting.
- Reduce manual onboarding work
- Ensure consistent partner experience
- Scale partnerships without burnout
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody integrations to Notis.
- 2Ask Notis: 'When a new partner record is created in Espocrm, start a Cody conversation titled [Partner Name] Onboarding that walks through our standard partner checklist, resources, and key contacts. Include focus mode to limit to partner-related documents.'
- 3Set up your reporting channel for onboarding confirmations.
- 4Add a test partner to Espocrm and verify the Cody conversation appears with the onboarding guide.
Questions about this workflow
Can I customize the onboarding conversation for different partner types?
Yes. Tell Notis: 'If partner type is reseller, use the reseller onboarding checklist. If technology partner, use the integration checklist.'
What happens if a partner completes onboarding but wants to reference it later?
The Cody conversation stays accessible, so partners can always reference the onboarding materials and resources.
Can partners continue asking questions in the Cody conversation?
Yes. The conversation stays live, so partners can ask follow-ups and Cody can answer questions based on your knowledge base.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cody.