Review Cody Knowledge on a Schedule
Set aside a predictable moment to review the state of your Cody knowledge without remembering to start the check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Knowledge maintenance gets deferred when it relies on remembering to inspect documents between other work.
- Create a predictable knowledge review rhythm
- Surface document status for attention
- Reduce ad hoc maintenance checks
Setup
Build it in a few focused steps.
- 1Connect Cody once in the Notis portal.
- 2Create an automation in a channel or the portal's Automations, New Automation flow.
- 3Tell Notis to list Cody documents and summarize their available status and items that may need review.
- 4Choose a recurring schedule trigger and select a report channel.
- 5Test with one run and review the report.
Questions about this workflow
What status information can this review use?
Cody's List Documents action returns document details including learning status and content URL.
Can it delete documents that need review?
This workflow reports document information for review. Deleting documents is a separate action and should be instructed only when removal is intended.
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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