Keep every generated research brief in Dovetail
Your research brief is more useful when it lives beside the work it informs. Let Notis put finished briefs in Dovetail as docs.
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
Generated research summaries are easy to lose among files and project folders.
- Keep research briefs alongside related Dovetail work.
- Capture the document title and source context with the brief.
- Avoid manually recreating a summary in your research workspace.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for research brief archiving.
- 3In one instruction, tell Notis to create a Dovetail doc from each completed brief and include its source context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real brief and review the resulting Dovetail doc.
Questions about this workflow
What content can be included in the doc?
The doc can use the text and context provided in the webhook request. State in your instruction which available content should be included.
Will this publish the brief outside Dovetail?
No. The selected action creates a doc in Dovetail.
What if the target project is missing?
Name the intended project in your instruction or have Notis flag missing project details in its run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dovetail. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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