Review Cody conversations for follow-up themes
Turn repeated questions into a short list of improvements for the week ahead.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Messages
Tool to retrieve a paginated list of messages from Cody, optionally filtered by conversation. Use when you need to list messages, with optional filtering by conversation_id and extra attributes (sources or usage).
Why this helps
The same questions recur because no one has time to review conversation history.
- Spot repeated friction
- Improve internal knowledge
- Create a focused weekly review
Setup
Build it in a few focused steps.
- 1Connect Cody in Notis once.
- 2Create an automation named Weekly Cody conversation review.
- 3Tell Notis to list recent Cody messages, group recurring questions, and report unresolved themes with examples.
- 4Pick a Notis cron trigger and choose where run reports should go.
- 5Test with one real scheduled run.
Questions about this workflow
Can it review one bot only?
Yes. Include the bot or conversation scope in the instruction.
Does it change messages?
No. It analyzes and reports themes from recent messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Cody. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
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.
Pipedrive and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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