Turn a batch of WhatsApp feedback into a research insight
Give Notis a focused set of customer messages and get a synthesized finding stored where your team does research.
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
Pulling a clear finding from scattered customer messages takes concentration and can leave the research conclusion undocumented.
- Synthesize several submitted messages into a focused finding.
- Store the takeaway as a Dovetail insight.
- Keep the source content available to support later review.
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 synthesize the submitted WhatsApp feedback into an insight and specify the Dovetail project.
- 4Choose a webhook trigger and choose where run reports go.
- 5Test with one real batch of feedback and review the resulting insight.
Questions about this workflow
Will it automatically collect a batch from 2chat?
No. 2chat has no trigger events listed. Submit the message text or batch in the webhook request.
What if I do not specify a project?
The instruction needs a project destination to store the insight. Supply the project context in your request or automation 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dovetail.