Review Deal Changes in a Cody Thread
Give each important deal transition a place for review and next-step planning.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
It is easy to lose the reason for a deal transition when updates arrive amid other work.
- Keep review focused on the deal update that triggered it.
- Separate transition planning into a Cody conversation.
- Make it simpler to return to the review later.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Cody once in the Notis portal.
- 2Create an automation named Deal Stage Review Thread.
- 3In one instruction, ask Notis to start a Cody conversation with your chosen bot and use the available deal update details to frame a review of the transition.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal stage update.
Questions about this workflow
Can the conversation assess whether the deal is healthy?
Only if the event provides relevant information or you supply the criteria and context in your instruction.
Which Cody bot should I use?
Name the bot you want Notis to use 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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