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Bring processed text and Dovetail data into one review

Reduce the effort of a recurring research scan by processing the text you provide and bringing relevant Dovetail data into the same report.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Data

List data items in a workspace.

Why this helps

Recurring reviews take extra effort when supplied text and existing workspace data have to be checked in separate sessions.

  • Process text supplied to the scheduled run through Abstract's natural language capabilities.
  • Retrieve Dovetail data for the review using its list operation.
  • Keep both outputs together in a run report for follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Abstract and Dovetail once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and add a name and prompt.
  • 3Tell Notis in one instruction to process the supplied text with Abstract, list the Dovetail data relevant to the review, and summarize both results in the report.
  • 4Choose the recurring schedule and select where run reports should go.
  • 5Test with one real text sample and a specific Dovetail data review question.

Questions about this workflow

Will this automatically retrieve new text each time?

Only if the scheduled run receives the text from an available input. Otherwise, the text must be provided for the run.

Does listing Dovetail data change it?

No. The list operation retrieves data for the report; it does not create or update records.

Can the report compare against a baseline?

Yes, if you provide the baseline or it is included in the available Dovetail data. Notis cannot assume an unstated history or baseline.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Abstract to Dovetail. A trigger fires from one place; an action lands in another.

Abstract triggers

Dovetail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Channel

Create a channel to organize and collect feedback.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Create a new contact.

ActionInstant

Create Data Point

Record and classify a data point in a channel.

ActionInstant

Create Data

ActionInstant

Create Insight

Save a research insight, optionally linking it to a project.

ActionInstant

Create Topic

Create a topic in a channel to organize feedback.

ActionInstant

Create Doc

ActionInstant

Delete Channel

Move a channel to the project trash, where it can be restored for 30 days.

ActionInstant

Connect any two apps with Notis in the middle.

Abstract and Dovetail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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