Surface research themes relevant to your WhatsApp conversations
Get a recurring, focused search of your Dovetail research so you spend less time retracing old findings.
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
Research insights can be hard to find when a customer conversation prompts a question and you need to revisit past evidence.
- Bring relevant research back into view on a schedule.
- Reduce time spent searching notes and highlights by hand.
- Review evidence before responding to recurring customer questions.
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 search Dovetail for specified themes related to your WhatsApp conversations and summarize matching results.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real search topic that matters to your customer conversations.
Questions about this workflow
Does the schedule read my WhatsApp history?
No. The available 2chat setup has no trigger events. This workflow searches Dovetail on a schedule using the topic you provide.
Can it identify trends over time?
It can summarize results returned by Dovetail search. Historical comparisons require that the relevant data and time context are available in Dovetail and specified in the instruction.
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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