Get company knowledge answers to Slack DM questions
Have Cody look for an answer in the company's knowledge base when a Slack DM asks about how the business works.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Send Message
Tool to send a message to Cody AI and receive an AI-generated response. Use when you need to send a user message to a conversation and get the AI's reply.
Why this helps
Answering repeat questions one by one takes focus away from deeper founder work.
- Get a knowledge-grounded first response to common questions.
- Reduce repeated manual searching through company information.
- Keep the original question connected to the Cody response.
Setup
Build it in a few focused steps.
- 1Connect Slack and Cody to Notis once through the portal.
- 2Create an automation in Automations or ask Notis to set it up in plain language.
- 3Instruct Notis to send the incoming DM question to Cody and request a concise answer with relevant knowledge.
- 4Choose the Slack direct message trigger and the channel for run reports.
- 5Test with a real question that has an answer in Cody documents.
Questions about this workflow
Can Cody answer questions it cannot find in documents?
Ask Cody to say when the available knowledge does not support an answer, rather than guessing.
Will this catch channel messages?
No. This workflow uses the direct message trigger.
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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