Audit subscriber knowledge in Cody
Keep the information behind your audience decisions trustworthy.
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
Subscriber research goes stale without a simple maintenance loop.
- Find stale audience knowledge
- Prioritize documentation updates
- Reduce decisions based on old context
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Cody in Notis once.
- 2Create an automation describing the audit criteria.
- 3Pick a recurring Notis schedule.
- 4Choose a report channel.
- 5Test it against your current Cody documents.
Questions about this workflow
Can the audit focus on a folder?
Yes. Tell Notis which Cody folder or topic to search.
Will it update documents automatically?
This workflow lists gaps; you can request a separate document creation or update action.
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.
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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
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.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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