Learn From Every Conversation: Weekly Reflection Routine
Every Friday, Notis delivers a list of your Cody conversations from the week so you can review patterns, insights, and gaps in your knowledge.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Conversations
Tool to get all conversations with optional filtering by bot, keyword, or includes. Use when you need to retrieve conversation history, filter by bot, search by name, or get document associations.
Why this helps
You have conversations in Cody but never reflect on what you learned. The same questions keep coming up. You miss patterns that could shape strategy because you're too busy reacting.
- Spot repeating questions and problems
- Build institutional knowledge from conversations
- Strengthen future decision-making
Setup
Build it in a few focused steps.
- 1Connect Cody integration to Notis.
- 2Ask Notis: 'Every Friday at 5pm, list all my Cody conversations from this week. Include conversation names, bot used, and a one-line summary of each.'
- 3Select your notification channel (Slack, email, Telegram).
- 4At the end of this week, check your channel for the weekly conversation list and review with fresh eyes.
Questions about this workflow
Can I change the day or time of the weekly review?
Absolutely. Tell Notis your preferred day and time. Some founders prefer Monday morning reviews instead of Friday end-of-week.
What if I want to skip certain conversations from the list?
You can filter by bot, by keyword, or by conversation age. Refine your prompt to focus on what matters.
Can Notis highlight conversations that might need follow-up?
Yes. Expand your prompt: 'Flag conversations that mention deadlines, customer issues, or decisions that might need action.'
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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