Keep survey review notes with your Dovetail research
Capture a short review of survey feedback in Dovetail as soon as the generated review is ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Creates a note in a project; its content is stored but not returned.
Why this helps
Survey reviews often sit in separate documents, making it harder to compare feedback with other research.
- Keep feedback reviews in the research workspace.
- Summarize recurring themes and open questions in one note.
- Avoid reformatting generated survey analysis by hand.
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 survey review capture.
- 3In one instruction, ask Notis to create a note with supported themes, representative source context, and unresolved questions from each completed survey review.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real survey review and check that the note preserves the source meaning.
Questions about this workflow
Can this analyze raw survey responses?
It can use only the response content or analysis supplied with the webhook. Include the relevant content and ask Notis to distinguish evidence from interpretation.
Will every response become a separate note?
The instruction can ask for one note per completed review. Specify a different grouping only if the webhook provides enough information to support it.
What if a review contains sensitive feedback?
Use your organization's handling rules in the instruction and send only the content that should be stored in Dovetail.
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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