Talk to Cody AI bots in conversations and manage their knowledge base documents and folders.
Explore 14 workflow actions for Cody AI, including account permissions and operation limits.
9 read actions5 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create conversation
Write
Start a conversation with a bot, optionally limited to some documents.
Permissions and limits
Account permissions
A Cody API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create document
Write
Add a text or HTML document (up to 768 KB) to a folder.
Permissions and limits
Account permissions
A Cody API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create document from webpage
Write
Add a public webpage to a folder as a document.
Permissions and limits
Account permissions
A Cody API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create folder
Write
Create a knowledge base folder.
Permissions and limits
Account permissions
A Cody API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get conversation
Read
Read one conversation.
Permissions and limits
Account permissions
A Cody API key
Get document
Read
Read one document.
Permissions and limits
Account permissions
A Cody API key
Get folder
Read
Read one folder.
Permissions and limits
Account permissions
A Cody API key
Get message
Read
Read one message, optionally with sources or usage.
Permissions and limits
Account permissions
A Cody API key
List bots
Read
List your bots, optionally by keyword.
Permissions and limits
Account permissions
A Cody API key
List conversations
Read
List conversations, optionally for one bot or by keyword.
Permissions and limits
Account permissions
A Cody API key
List documents
Read
List knowledge base documents, optionally by folder, conversation or keyword.
Permissions and limits
Account permissions
A Cody API key
List folders
Read
List knowledge base folders, optionally by keyword.
Permissions and limits
Account permissions
A Cody API key
List messages
Read
List a conversation's messages, optionally with sources or usage.
Permissions and limits
Account permissions
A Cody API key
Send message
Write
Send a message to a conversation and get the bot's reply.
Permissions and limits
Account permissions
A Cody API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Cody AI. A saved workflow is not a completed provider action.