Summarize Dovetail notes after 0CodeKit processing
Keep note review moving while your processing runs in the background.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Notes
Tool to list all notes in dovetail. use after confirming you have a valid workspace token and need to retrieve the full note list.
Why this helps
Large note collections make it hard to know which material needs synthesis next.
- Prioritize notes for analysis
- Reduce backlog uncertainty
- Give the team a repeatable review queue
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dovetail once in Notis.
- 2Create an automation that lists Dovetail notes and identifies those requiring 0CodeKit processing or synthesis.
- 3Choose a recurring cron trigger.
- 4Select a report channel and test with one review period.
Questions about this workflow
Can it focus on recent notes?
Yes. State the date window or project context in the automation instruction.
Does it create new notes?
No. This workflow lists notes and reports priorities using action 6294.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Dovetail. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
0CodeKit and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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