Turn merged interview notes into searchable Dovetail data
When an interview document is ready, have Notis save its contents to the right Dovetail project so your research stays easy to find.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Data
Creates a research data item in a project.
Why this helps
Interview notes can disappear into generated files, leaving you to find and re-enter them before analysis.
- Keep completed interview notes searchable in Dovetail.
- Reduce manual copying between document workflows and research tools.
- Include a short source and context summary with each saved item.
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 give it a clear name.
- 3Tell Notis to save the completed interview document contents and source context as data in the specified Dovetail project.
- 4Choose the webhook trigger and the channel where run reports should go.
- 5Test with one real interview document and check the saved Dovetail data.
Questions about this workflow
What starts this workflow?
A webhook starts it when your external tool or custom backend sends Notis an HTTP request with the completed document content or an accessible document reference.
Does Notis choose the Dovetail project automatically?
The instruction should identify the project or explain how to select it. If the project is unclear, Notis should ask rather than guess.
Can this save a document URL without its contents?
Yes, if the webhook includes a usable reference and your instruction asks Notis to save the available source details. Include the document content when you want the full notes stored as data.
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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