Find the Cody documents behind each request
Give every submission the reference material it needs.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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 guidance exists but is too slow to locate during intake review.
- Surfaces supporting knowledge
- Improves response quality
- Saves search time
Setup
Build it in a few focused steps.
- 1Connect Typeform and Cody in Notis once.
- 2Create an automation named Find related Cody documents.
- 3Tell Notis to search Cody documents using the response contents and return the best matches with titles and relevance notes.
- 4Pick the Typeform New Form Response trigger.
- 5Choose a report channel, then test with one real submission.
Questions about this workflow
Can it search by company name?
Yes. Include the company name in the search instruction when it appears in the response.
Does it change documents?
No. This workflow only searches and reports matching documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Cody. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform 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.