Close Sprints With Clarity: Automated Sprint Summaries
At the end of each sprint, Notis automatically creates a Cody document capturing what you shipped, obstacles faced, and improvements to test next sprint.
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
Sprints end and you move on to the next one without reflection. You repeat the same mistakes. You forget lessons learned. Momentum gets lost.
- Capture sprint progress and blockers
- Build institutional memory
- Spot repeating improvement opportunities
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody integrations to Notis.
- 2Tell Notis: 'Every other Friday at 5pm, pull deals moved to closed or progressed in Espocrm during this sprint. Create a Cody document titled Sprint [Number] Summary with what was accomplished, blockers faced, and recommendations for next sprint.'
- 3Choose your reporting channel for sprint close notifications.
- 4At the end of your next sprint, check your channel and review the auto-generated summary in Cody.
Questions about this workflow
How do I adjust the sprint schedule if I use different cadences?
Tell Notis your sprint dates or frequency. It adapts to weekly, biweekly, monthly, or custom sprint schedules.
Can Notis pull team feedback or standup notes into the sprint summary?
If you store standup notes or feedback in Espocrm or Cody, yes. Notis includes them if you mention them in your prompt.
What if some deals span multiple sprints?
Notis tracks progress during each sprint, not just completions. It captures deals that advanced even if not fully closed.
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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