Make Ably research session summaries easy to find
Send a session recap through Ably and have Notis create a Dovetail doc with the decisions, open questions, and follow-ups your team supplied.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Doc
Creates a document in a project; its content is stored but not returned.
Why this helps
Session notes are hard to reuse when decisions and follow-ups are scattered across chat and documents.
- Give session recaps a consistent home.
- Keep decisions and unresolved questions visible.
- Make research follow-ups easier to pick up later.
Setup
Build it in a few focused steps.
- 1Connect Ably and Dovetail once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Ask Notis to create a Dovetail doc from each Ably session recap, preserving supplied decisions, open questions, and follow-ups.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real session recap.
Questions about this workflow
Does this workflow create tasks from follow-ups?
No. It documents follow-ups in the Dovetail doc. Any task creation would require a separate supported action.
What should the webhook include?
Send the recap text and a useful title, plus any project context needed to identify the existing Dovetail project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Dovetail. A trigger fires from one place; an action lands in another.
Ably triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Create a channel to organize and collect feedback.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact.
Create Data Point
Record and classify a data point in a channel.
Create Data
Creates a research data item in a project.
Create Insight
Save a research insight, optionally linking it to a project.
Create Topic
Create a topic in a channel to organize feedback.
Create Doc
Creates a document in a project; its content is stored but not returned.
Delete Channel
Move a channel to the project trash, where it can be restored for 30 days.
Connect any two apps with Notis in the middle.
Ably and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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