Check Whether Cody Has the Knowledge You Need
Make it easier to see what Cody already has on a topic before adding more material.
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
It can be difficult to remember whether a useful reference is already in the knowledge base.
- Review documents Cody returns for a chosen topic.
- Avoid repeat searches when gathering reference material.
- Spot topics that may need a human review for coverage.
Setup
Build it in a few focused steps.
- 1Connect Cody once in the Notis portal.
- 2Create an automation named Cody Topic Coverage Check.
- 3In one instruction, ask Notis to list Cody documents matching a topic you specify and summarize the returned matches without claiming they are exhaustive.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example by running the automation once.
Questions about this workflow
Does a search with no results prove the knowledge is absent?
No. It means Cody returned no matching documents for that search; it is not proof that no relevant knowledge exists.
How do I choose the topic?
Include the topic or recurring subject in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Cody. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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