Connect Sent Updates to Cody References
Bring the documents behind an outgoing update back into view when you need to continue the work.
Trigger
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.
Action
List Documents
Tool to retrieve all documents from Cody AI account with optional filtering. Use when you need to list documents by folder, conversation, or search by keyword. Returns document details including learning status and content URL.
Why this helps
After sending an update, it can be hard to remember which reference material supports the next decision.
- Reconnect updates to useful source documents
- Make supporting context easier to retrieve
- Reduce time spent locating prior references
Setup
Build it in a few focused steps.
- 1Connect Gmail and Cody once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want in a channel or Automations, New Automation.
- 3Ask Notis to search Cody documents using each sent message's subject and summarize relevant references.
- 4Choose Email Sent as the trigger and where run reports should go.
- 5Test with one sent update linked to a project with Cody documentation.
Questions about this workflow
Can the automation search email body details?
The documented Gmail trigger metadata includes subject, sender, recipients, timestamp, and thread ID. The instruction should rely on the available subject context unless other data is available.
Can Cody search by keyword?
Yes. The List Documents action 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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