Understand how credential activity differs across cohorts
Have Notis compare recipient groups when the available Accredible data supports it, then store the observations and caveats in Dovetail.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Data
Creates a research data item in a project.
Why this helps
It is difficult to spot differences between recipient groups when activity is spread across records and reviewed one certificate at a time.
- Compare recipient groups using available activity.
- Keep the evidence and caveats in a Dovetail data item.
- Flag missing cohort definitions or history for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Dovetail once in Notis.
- 2Create an automation and define the recipient cohorts and review period in its instruction.
- 3Tell Notis to compare available activity, note missing inputs, and save supported observations as Dovetail data.
- 4Pick a recurring Notis schedule and set a run report destination.
- 5Test with one real period and verify the cohort definitions and evidence.
Questions about this workflow
Does Accredible define the cohorts automatically?
Only use cohort definitions available in the connected data or supplied in your instruction. If they are missing, Notis should identify that gap.
What if the data does not support a comparison?
The automation should record that the comparison could not be supported and identify the missing information rather than infer a result.
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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