Keep important Dovetail feedback in your regular review
Bring selected customer research back into your routine, with a concise summary waiting in your chosen report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Data
Tool to list data items in dovetail. use when you need to retrieve, filter, sort, or paginate through your workspace data after authentication. supports dovetail filters, sort syntax, and cursor-based pagination.
Why this helps
When new work fills the week, feedback already captured in research can fall out of sight until a decision is already made.
- Revisit relevant Dovetail data without starting a manual search each time.
- Get a focused summary in a report channel you choose.
- Make existing research easier to bring into current decisions.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Dovetail once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve relevant Dovetail data using a stated topic or filter and summarize it.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real topic and confirm the results are useful.
Questions about this workflow
Does this workflow use WhatsApp messages as the trigger?
No. It runs on a Notis schedule because 2chat provides no trigger events for this package.
Can it compare this review with last week's results?
Only if the needed prior results are available to Notis and the comparison context is supplied. Otherwise, it summarizes the Dovetail data returned for the current run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Dovetail. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dovetail.