Create a monthly retention insight
Spot retention signals before they become urgent staffing gaps.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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'."
Why this helps
Retention concerns are discussed informally and disappear before leaders can act.
- Makes retention signals visible
- Supports focused manager action
- Creates a historical record of hypotheses
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dovetail in the Notis portal.
- 2Create an automation describing the retention questions and evidence required.
- 3Choose the notis_cron trigger and set the monthly cadence.
- 4Choose where run reports should be delivered.
- 5Test with one month of staffing observations.
Questions about this workflow
Does this predict turnover?
It summarizes patterns in the supplied data and should be treated as an insight for review, not a certainty.
Can I limit it to one role?
Yes. Include the role and location scope in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Dovetail. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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