Give your Cody knowledge base a regular review
A recurring document review can help keep durable company knowledge useful as processes and plans change.
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
Knowledge documents can age quietly when nobody has a routine to review them.
- Make knowledge maintenance part of a recurring routine.
- Retrieve documents based on a review topic or search term.
- Notice material that may need human verification.
Setup
Build it in a few focused steps.
- 1Connect Cody to Notis once through the portal.
- 2Create an automation in Automations or ask Notis to make it in plain language.
- 3Instruct Notis to list Cody documents relevant to your monthly review topic and summarize what may warrant checking.
- 4Choose a monthly recurring trigger and a channel for run reports.
- 5Test with an existing Cody document search topic.
Questions about this workflow
Will this edit or delete documents?
No. The selected action lists documents for review; it does not change them.
How do I define cleanup criteria?
Describe the topic, folder, or search terms that should guide the document list request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Cody. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Delete Document
Tool to delete a document by id. Use when removing a document that is no longer needed.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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