Aligned Every Week: Automated Priority Sync
Every Monday morning, Notis syncs your top priorities from Espocrm to Cody so both you and the AI stay focused on the same goals.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Message
Tool to send a message to Cody AI and receive an AI-generated response. Use when you need to send a user message to a conversation and get the AI's reply.
Why this helps
You set priorities in Espocrm but forget to tell Cody. Questions and responses come back misaligned with your real focus. You waste energy course-correcting.
- Stay aligned with AI on focus areas
- Reduce misaligned advice and responses
- Build weekly habit of priority clarity
Setup
Build it in a few focused steps.
- 1Connect Espocrm and Cody integrations to Notis.
- 2Tell Notis: 'Every Monday at 8am, pull my top 3-5 priorities from Espocrm and send them to Cody in a message, asking Cody to acknowledge and align future responses to these priorities.'
- 3Define what counts as a priority (marked status, high deals, specific projects).
- 4Select your reporting channel.
- 5Wait for Monday morning to see priority sync and Cody's acknowledgment.
Questions about this workflow
Can I change the day or time of the weekly sync?
Absolutely. Tell Notis your preferred sync time. Some founders prefer Wednesday midweek check-ins instead of Monday starts.
What if my priorities change mid-week?
You can ask Notis to re-sync anytime by message. Or increase frequency to twice-weekly syncs if priorities shift often.
Does Cody remember these priorities for future conversations?
Yes. Cody uses the priority context for any questions you ask that week, giving you aligned guidance.
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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