Review notes for staffing decisions
Find the evidence you already collected before making another staffing call.
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
Staffing decisions are made without revisiting relevant interview and feedback notes.
- Reduces repeated interviews
- Improves staffing decisions
- Makes existing research useful again
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dovetail in the Notis portal.
- 2Create an automation describing the staffing questions and evidence to find.
- 3Choose the notis_cron trigger and set a quarterly cadence.
- 4Select a report channel for the evidence summary.
- 5Test with one live staffing question.
Questions about this workflow
Does the workflow edit notes?
No. It retrieves relevant notes and summarizes evidence for review.
Can the review focus on one role?
Yes. Include the role, location, and question 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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