Strategic Planning Made Easier: Quarterly Planning Documents
Every quarter, Notis creates planning documents in Cody pulling year-to-date metrics, team progress, and strategic context so you plan from real data.
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
Quarterly planning requires pulling data from multiple places and remembering context. You spend energy on data gathering instead of strategic thinking.
- Plan from real data, not memory
- Reduce prep work before planning
- Build searchable plan history
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody integrations to Notis.
- 2Tell Notis: 'Every quarter (on Jan 1, Apr 1, Jul 1, Oct 1), create a Cody document titled Q[X] 20[XX] Planning with sections for Year-to-Date Performance (deals, revenue, pipeline), team feedback from Espocrm, and key strategic questions.'
- 3Select your reporting channel for document creation notifications.
- 4Wait for the next quarter and check your channel for the auto-generated planning document in Cody.
Questions about this workflow
Can I adjust the quarterly dates or planning cycle?
Yes. Tell Notis your preferred planning dates (fiscal year vs calendar, or rolling cycles).
What if I want specific metrics or sections in each quarterly plan?
Customize your prompt. Specify which metrics, KPIs, team updates, or strategic priorities go into each plan.
Can I compare quarters automatically?
Yes. Tell Notis: 'Include a section comparing this quarter's progress to last quarter and the same quarter last year.'
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.