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Start a Cody research thread from a Slack DM

Turn private requests into an organized Cody conversation with the right context.

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

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.

Why this helps

DM requests become scattered one-off tasks with no durable research thread.

  • Create a durable research thread
  • Reduce lost DM requests
  • Give each request a focused Cody workspace

Setup

Build it in a few focused steps.

  • 1Connect Slackbot and Cody in Notis once.
  • 2Create an automation that starts a Cody conversation for each DM requesting research and includes the message context.
  • 3Pick Direct Message Received as the trigger.
  • 4Choose where Notis should send run reports and test with one real DM.

Questions about this workflow

Will every DM create a conversation?

The instruction can tell Notis to create a conversation only when the DM is a research or knowledge request.

Can I choose a specific Cody bot?

Yes. Include the bot preference in the instruction if your Cody account has multiple bots.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Slackbot to Cody. A trigger fires from one place; an action lands in another.

Slackbot triggers

Cody actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

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.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Delete Conversation

Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Delete Document

Tool to delete a document by id. Use when removing a document that is no longer needed.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Slackbot and Cody, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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