Turn credential activity into a useful insight
Let Notis look across available certificate activity and save a Dovetail insight when a meaningful pattern is supported by the data.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Insight
Save a research insight, optionally linking it to a project.
Why this helps
Patterns in certificate activity can remain hidden when the team sees individual issues but rarely has time to compare them.
- Bring recurring credential patterns into the team's research workflow.
- Keep findings and evidence together for later discussion.
- Call out missing data instead of treating gaps as trends.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Dovetail once in Notis.
- 2Create an automation and describe the trend review you want.
- 3Tell Notis to analyze available certificate activity and create a Dovetail insight only when a pattern is supported, including evidence and data gaps.
- 4Select a recurring Notis schedule and a destination for run reports.
- 5Test with one real review period and confirm the insight is grounded in available records.
Questions about this workflow
Will every scheduled run create an insight?
Your instruction can ask Notis to create one only when the available activity supports a meaningful pattern. The available data determines what can be concluded.
Can it compare with a prior period?
Yes, when the connected data or supplied context includes the prior period. Otherwise Notis should state that the comparison baseline is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Dovetail. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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