Find the right Cody reading before meetings
Open the background material that makes meetings productive.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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
You receive a meeting invite but do not know which documents deserve attention first.
- Prioritizes useful preparation
- Reduces document hunting
- Improves meeting readiness
Setup
Build it in a few focused steps.
- 1Connect Outlook and Cody in Notis once.
- 2Create an automation describing how to search and summarize relevant documents.
- 3Pick New Calendar Event as the trigger.
- 4Choose where run reports go and test with one meeting.
Questions about this workflow
Can it limit results to a folder?
Yes. Include the Cody folder scope in the instruction.
Will it summarize every document?
Ask for short summaries and a relevance reason for each result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Cody. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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