Match Email Requests to a Cody Bot
Use the available Cody bots to guide a new request toward the assistant best equipped to answer it.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
List Bots
Tool to get all bots with optional keyword filtering. Use when you need to retrieve the list of available bots in a Cody account.
Why this helps
When several knowledge bots exist, choosing the right one adds friction before you can address a new request.
- See which Cody assistants are available
- Reduce hesitation when choosing a knowledge bot
- Use email context to make bot selection more relevant
Setup
Build it in a few focused steps.
- 1Connect Gmail and Cody once in the Notis portal.
- 2Create an automation in a channel or in the portal under Automations, New Automation.
- 3Tell Notis to use the incoming message context and available Cody bots to recommend the most relevant bot for the request.
- 4Choose New Gmail Message Received as the trigger and a report channel.
- 5Test with one real request and review the run report.
Questions about this workflow
Does this automatically send a message to the selected bot?
No. The listed action retrieves the Cody bot list. This workflow uses it to inform a recommendation.
What does the bot lookup return?
Cody's List Bots action retrieves the bots in the account and supports optional keyword filtering.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Cody. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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