Start the week with project changes in one note
Set a recurring review of the Acculynx project updates available to Notis, then save a focused summary of research-relevant changes in Dovetail.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Creates a note in a project; its content is stored but not returned.
Why this helps
Keeping up with project changes takes repeated context switching and makes it easy to overlook what changed since the last review.
- Bring available project changes into one reviewable note.
- Spend less time checking records one by one.
- Keep a recurring record of research-relevant updates.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Dovetail once in the Notis portal.
- 2Create an automation and instruct Notis to summarize available project updates as a Dovetail note.
- 3Choose a recurring schedule and select where run reports should go.
- 4Run a test with one real review period and check the note and report.
Questions about this workflow
Can the weekly note compare with the previous week?
Only if the prior period's updates or a usable baseline are available to Notis. Otherwise, ask for a summary of the current review period only.
What does the scheduled run review?
It reviews the Acculynx information available to the connected assistant at run time. Be specific about the relevant projects and date range in the instruction.
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
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.