Keep important Dovetail highlights in view
Receive a regular digest of research highlights, with a brief summary that makes the main points easier to revisit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Highlights
List highlights from notes and projects in your workspace.
Why this helps
Highlights are useful in the moment, but they can be hard to remember or revisit across a busy week.
- Bring research highlights back to attention regularly.
- Get a concise summary in your selected report channel.
- Reduce the need to reopen Dovetail just to see what was captured.
Setup
Build it in a few focused steps.
- 1Connect Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the highlights digest.
- 3Tell Notis to retrieve the relevant Dovetail highlights and summarize them without adding unsupported conclusions.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test one run and make sure the digest is useful and faithful to the highlights.
Questions about this workflow
Can the digest focus on a topic?
Include the topic or available filtering criteria in your instruction. If the highlights action returns a broader list, Notis can summarize only relevant returned items.
Does it create new Dovetail highlights?
No. This workflow lists existing highlights and reports on them.
Can it show what is new since the prior digest?
Only if the run history or a suitable baseline is available. Otherwise, the digest summarizes the current returned highlights.
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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