Capture Useful Email Context in Cody
Keep decisions and customer details from getting lost in the inbox by turning useful message context into a Cody document.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
Useful customer context and decisions are hard to reuse when they remain buried in email threads.
- Preserve reusable details from incoming email
- Make important context searchable in Cody
- Reduce the need to revisit old email threads
Setup
Build it in a few focused steps.
- 1Connect Gmail and Cody once in the Notis portal.
- 2Create an automation from a channel or in Automations, New Automation in the portal.
- 3Tell Notis to create a Cody document containing the relevant facts, decision, and source email context from each new message.
- 4Select New Gmail Message Received as the trigger and choose a report channel.
- 5Test with one real email and check the created document in Cody.
Questions about this workflow
Will every incoming message become a document?
The automation runs for new messages. In your instruction, describe what information should be captured and how Cody should handle messages without useful lasting context.
Can it attach the original email as a file?
This workflow creates a Cody document with text content. The listed Gmail trigger provides message metadata, and no file attachment content is specified.
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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