Route finished research into the right Dovetail channel
Give new research a useful home and classification as soon as ActiveMerge finishes preparing it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Data Point
Record and classify a data point in a channel.
Why this helps
Unclassified research takes extra effort to locate and interpret later.
- Record new research in a channel as a data point.
- Add a concise classification based on the content provided.
- Make incoming research easier to scan and retrieve.
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 channel classification.
- 3Tell Notis to assess each completed research item and create a Dovetail data point in the specified channel with a brief classification.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real research item and inspect the resulting data point.
Questions about this workflow
Does this create the channel too?
No. This workflow creates a data point in a specified channel. Confirm the channel exists and include its details in your instruction.
What does classification mean here?
Ask Notis to summarize the item's research type or subject using the content supplied. Do not rely on unavailable metadata.
What starts the automation?
An external tool or custom backend sends an HTTP request to the Notis webhook with the completed research content or its available reference.
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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