Find Cody documents relevant to new tasks
Get the source material you need before the task becomes urgent.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Relevant documents exist, but locating them interrupts execution.
- Cuts document hunting
- Uses existing company knowledge
- Improves task kickoff quality
Setup
Build it in a few focused steps.
- 1Connect Todoist and Cody once in Notis.
- 2Create an automation named Task knowledge finder.
- 3Tell Notis to search Cody documents for the new Todoist task and report the top relevant sources with short summaries.
- 4Pick Todoist New Task Created as the trigger and choose where run reports go.
- 5Test with one task that depends on internal knowledge.
Questions about this workflow
Can it search only a folder?
Yes, include the folder or topic constraint in your instruction when supported by the Cody search.
Does it change the Todoist task?
No, it returns a report unless you ask for another connected action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Cody. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
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.
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.
Todoist and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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