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Give every new Jira project a Cody context brief

A project is easier to support when its purpose and scope are written down. Create a Cody brief at project creation and fill in what is known.

Trigger

New Project

Triggered when a new project is added in Jira

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 projects can start without a shared explanation of why they exist or what background the team should know.

  • Create a consistent home for project context.
  • Prompt the owner to capture purpose and scope early.
  • Keep important project information searchable in Cody.

Setup

Build it in a few focused steps.

  • 1Connect Jira and Cody once in the Notis portal.
  • 2Create an automation named New Jira project Cody brief.
  • 3Tell Notis to create a Cody document for each new project using available project details, and clearly mark details that still need an owner to supply them.
  • 4Choose Jira New Project as the trigger and select where run reports should go.
  • 5Test with one real project creation and review the brief for missing context.

Questions about this workflow

Does the New Project event include project goals and scope?

The event description only says it triggers when a project is added. Ask Notis to use available details and mark goals or scope as missing when they are not provided.

Can this fill in unknown project details automatically?

It can ask for details or flag gaps, but it should not invent goals, owners, or project history.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Jira to Cody. A trigger fires from one place; an action lands in another.

Jira triggers

Cody actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

TriggerInstant

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.

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

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.

ActionInstant

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

TriggerInstant

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.

ActionInstant

Delete Conversation

Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.

ActionInstant

Delete Document

Tool to delete a document by id. Use when removing a document that is no longer needed.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Jira and Cody, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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