See which open work may need a research follow-up
Have Notis review the open work it can access in Acculynx on a recurring schedule and prepare a Dovetail doc that highlights items needing a human research decision.
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
Potential research follow-ups get lost among project tasks and routine operational updates.
- Surface possible research follow-ups in one place.
- Keep the output reviewable before anyone acts on it.
- Reduce repeated manual checks across open work.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Dovetail once in the Notis portal.
- 2Create an automation and describe what qualifies as a possible research follow-up, asking Notis to explain each suggestion in a Dovetail doc.
- 3Choose a recurring schedule and a destination for run reports.
- 4Test with real open work and review whether the suggested follow-ups are useful.
Questions about this workflow
Will this close or assign Acculynx tasks?
No. The selected Dovetail action creates a doc. The workflow prepares suggestions for review.
Can Notis know which tasks are important without guidance?
Provide the criteria in the instruction. If priority, ownership, or status context is missing from available Acculynx data, the roundup should say so rather than guess.
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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