Make job documents easier to use in research
Send a document's accessible text and project context through a Notis webhook. Notis can extract the research-relevant points and store a brief in Dovetail.
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
Important customer and project context is scattered across job documents that take time to review and summarize.
- Reduce time spent rereading long job documents.
- Keep a concise brief in the research workspace.
- Retain document and project context supplied with the request.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and instruct Notis to summarize the research-relevant content as a Dovetail doc.
- 3Choose the Notis webhook trigger and select a report destination.
- 4Test with one real document's accessible text and review the created doc and run report.
Questions about this workflow
Can the workflow read any Acculynx attachment automatically?
No attachment trigger is listed. Send accessible document text or a usable source through the webhook, and provide context the workflow should preserve.
Where does the result go?
The workflow creates a doc in Dovetail. Specify the intended project in your instruction or provide it in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Dovetail. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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