Group compliance research under a Dovetail topic
Turn a recurring research review into a clearly named topic, once the channel and theme are known.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Why this helps
Repeated compliance feedback can be hard to scan when related material has no shared research topic.
- Create a topic when submitted or available research supports a recurring theme
- Keep related Dovetail research easier to find
- Use a confirmed channel and theme rather than guesswork
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 name the topic review.
- 3In one instruction, describe the compliance research to review and ask for a topic only when a recurring theme is supported, using a confirmed channel.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real research sample and verify the topic name and channel.
Questions about this workflow
Does the workflow create a new channel?
No. It creates a topic in a channel that you confirm in the instruction.
What if there is no clear recurring theme?
Ask Notis to report that no topic is warranted instead of creating a speculative one.
Will it automatically read a 21risk checklist?
No 21risk trigger or checklist retrieval is specified. Provide the research context and confirmed channel details needed for the run.
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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