Make newly discovered spreadsheets easy to find
When a spreadsheet matching your saved search appears, create a Cody entry with the context people need to recognize it.
Trigger
Spreadsheet Search Match
Triggers when a new spreadsheet appears that matches a saved search. This trigger uses snapshot-based diffing to detect when spreadsheets matching the search criteria are newly created or become visible to the user.
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
New spreadsheets can get lost when there is no consistent place to record what they contain or why they matter.
- Capture spreadsheets that match a saved search.
- Add useful context while a new file is top of mind.
- Make relevant spreadsheets easier to discover in Cody.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Cody once in the Notis portal.
- 2Create an automation and describe the catalog entry you want Cody to store.
- 3Include the purpose and context to record in one instruction.
- 4Pick the Spreadsheet Search Match trigger and choose where run reports go.
- 5Test with one real spreadsheet that matches the saved search.
Questions about this workflow
What does the trigger consider a match?
It detects new spreadsheets that match a saved search or become visible to the user.
Does the workflow infer a spreadsheet's purpose?
It can use information available from the event and your instruction. Add purpose details when they are not available elsewhere.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Cody. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
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.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Delete Document
Tool to delete a document by id. Use when removing a document that is no longer needed.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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.
Google Sheets and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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