Move compliance interview findings into Dovetail
Send research material into a Notis webhook and get clear, reusable compliance insights in Dovetail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Interview findings can stay buried in notes while compliance work moves ahead without a clear view of user concerns.
- Summarize relevant interview evidence into an insight
- Keep compliance research findings accessible in Dovetail
- Reduce manual copying between research and compliance work
Setup
Build it in a few focused steps.
- 1Connect 21risk and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, describe how to analyze the submitted interview material and save supported compliance findings as Dovetail insights.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real interview example and confirm the saved insight is useful.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts it. 21risk has no listed trigger events.
Does it create an insight for every interview?
The instruction can ask Notis to create an insight when the submitted material supports a useful finding. It should not invent evidence.
What information must the request include?
Include the interview content and enough project context for the finding to be useful. Supply any required project details that are not present in the content.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Dovetail. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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