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Review Cody conversations from a Slack DM

Recover prior Cody work when a founder asks for context in a private Slack message.

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

List Conversations

Tool to get all conversations with optional filtering by bot, keyword, or includes. Use when you need to retrieve conversation history, filter by bot, search by name, or get document associations.

Why this helps

Past research exists but is difficult to locate when an urgent DM arrives.

  • Recover prior work faster
  • Reduce repeated analysis
  • Keep private requests focused

Setup

Build it in a few focused steps.

  • 1Connect Slackbot and Cody in Notis once.
  • 2Create an automation that searches Cody conversations for the topic named in each qualifying DM and returns the most relevant matches.
  • 3Pick Direct Message Received as the trigger.
  • 4Choose where run reports go and test with one historical question.

Questions about this workflow

Can it search by bot?

Yes. Cody conversation listing supports optional bot filtering.

Will it expose all conversations?

The instruction can limit results to relevant matches for the DM topic.

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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No card. Works with personal or business Cody.