Review highlights for service improvements
Bring the most useful customer and team evidence into weekly operations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Highlights
Tool to list all highlights in dovetail. use after authenticating with a valid workspace token when you need to retrieve the complete highlight list.
Why this helps
Strong research highlights are missed when weekly decisions happen elsewhere.
- Connects evidence to current priorities
- Makes weekly meetings sharper
- Reduces repeated research searches
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Dovetail in the Notis portal.
- 2Create an automation describing service priorities and relevance criteria.
- 3Choose the notis_cron trigger and set a weekly cadence.
- 4Select a report channel for the highlight digest.
- 5Test with one week's priorities.
Questions about this workflow
Does it create new highlights?
No. It lists existing highlights relevant to the supplied priorities.
Can the digest be limited to one service issue?
Yes. State the issue and scope in the automation 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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