Start the week with a clear credential activity review
Have Notis gather available certificate activity on a schedule and write a focused Dovetail review for your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Creates a document in a project; its content is stored but not returned.
Why this helps
Manually checking credential activity takes attention away from deciding what the activity means and what needs follow-up.
- Get a recurring summary in the research workspace.
- Highlight notable activity and questions for human review.
- Avoid repeatedly checking multiple systems for changes.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Dovetail once in Notis.
- 2Create a scheduled automation in Notis Automations or describe the review in plain language.
- 3Tell Notis to review the available certificate activity for the period and create a Dovetail doc with notable changes and unanswered questions.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run one real example to check the summary and its source context.
Questions about this workflow
Can Notis summarize a historical baseline?
Only if Accredible makes the relevant history available to the connected API or you provide it. The instruction should identify the period and any baseline needed.
Does this create a new Dovetail doc each time?
The action creates a doc. Tell Notis how to title each scheduled review so the resulting documents are easy to distinguish.
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
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.