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Keep campaign folders organized in Cody

Make campaign knowledge easy to browse when you need it.

Trigger

Recurring schedule

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

Action

List Folders

Tool to retrieve all folders with optional keyword filtering. Use when you need to list or search for folders in the account.

Why this helps

Folder sprawl makes a growing campaign library harder to navigate.

  • Spot organization gaps
  • Reduce folder sprawl
  • Improve campaign discoverability

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Cody in Notis once.
  • 2Create an automation describing the folder audit rules.
  • 3Pick a recurring Notis schedule.
  • 4Choose where run reports should go.
  • 5Test it against your current Cody folders.

Questions about this workflow

Will it rename folders automatically?

This workflow finds issues; use a separate approved folder update workflow for changes.

Can it use Mailchimp campaign names?

Yes, if the names are available in the context supplied to the automation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Mailchimp 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

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

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

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

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

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

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

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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