Keep Cody meeting context current
Stop preparing from an outdated invite.
Trigger
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Action
Update Conversation
Tool to update a conversation by its ID including name, bot_id, and document_ids. Use when you need to modify an existing conversation's properties.
Why this helps
Time, attendees, or event status changes can invalidate notes and preparation already in progress.
- Keeps preparation aligned with the latest invite
- Reduces stale notes
- Makes cancellations visible in one place
Setup
Build it in a few focused steps.
- 1Connect Outlook and Cody in Notis once.
- 2Create an automation describing how to update the related Cody conversation after a change.
- 3Pick Calendar Event Changes as the trigger.
- 4Choose a report channel and test with one updated event.
Questions about this workflow
Can it handle deleted events?
Yes. Include cancellation handling in the instruction so Cody reflects the event status.
How is the conversation identified?
Describe the event details Notis should use to find the relevant Cody conversation.
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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