Find prior Cody context for every new email
Reconnect new requests with the work you have already done.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
List Conversations
Tool to get all conversations with optional filtering by bot, keyword, or includes. Use when you need to retrieve conversation history, filter by bot, search by name, or get document associations.
Why this helps
You know a topic was discussed before, but locating the right conversation takes too long.
- Recovers prior decisions
- Reduces duplicate work
- Speeds up response preparation
Setup
Build it in a few focused steps.
- 1Connect Outlook and Cody in Notis once.
- 2Create an automation describing the matching terms and context to return.
- 3Pick New Outlook Message as the trigger.
- 4Choose where reports go and test with one message tied to an existing topic.
Questions about this workflow
What does Cody search?
Cody searches available conversations using the criteria in your instruction.
Can it return several matches?
Yes. Ask for a ranked list with short reasons for each match.
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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