Find Dovetail research tied to your compliance focus
Set a focus once, then let a scheduled Notis run surface relevant Dovetail material for your review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Magic Search
Tool to perform a magic search across workspace data. use when you need to retrieve relevant highlights, notes, insights, channels, themes, or tags by query.
Why this helps
Busy teams can lose time looking across research when they need evidence for a current compliance checklist or audit.
- Bring related notes, highlights, insights, channels, themes, or tags into one search result
- Reduce repeated manual searching
- Keep the query tied to an explicitly supplied compliance focus
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 research review.
- 3In one instruction, provide the compliance focus and ask Notis to search Dovetail for relevant supporting material.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real compliance topic and review whether the results are relevant.
Questions about this workflow
Does this run from a 21risk event?
No. 21risk has no trigger events in this package, so this workflow starts on a Notis schedule.
Will it read the 21risk checklist automatically?
No automatic checklist trigger or retrieval is specified here. Provide the compliance focus in the instruction or request.
What does Magic Search return?
It searches across Dovetail workspace data, including highlights, notes, insights, channels, themes, and tags.
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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