Create Cody client folders automatically
Give each new client request an organized starting point.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Folder setup is easy to postpone, leaving new work scattered across Cody.
- Creates structure immediately
- Improves handoff readiness
- Reduces naming inconsistency
Setup
Build it in a few focused steps.
- 1Connect Cody in Notis once.
- 2Create an automation named Create Cody client folder.
- 3Tell Notis to create a folder using the client or project name in each webhook payload.
- 4Pick the Notis webhook trigger and provide its endpoint to the sender.
- 5Choose a report channel, then send one test payload.
Questions about this workflow
Can it avoid duplicate folders?
Ask Notis to search existing Cody folders before creating a new one.
What if the payload is missing a name?
Tell Notis to flag the request for review instead of creating an unclear folder.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cody.