Keep your Dovetail research tags visible
A recurring tag inventory can help you see the labels available across your research without manually opening the tag list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tags
List tags in the authenticated workspace.
Why this helps
Research labels can become difficult to recall when you return to a project after time away.
- Review available Dovetail tags on a regular schedule.
- Receive a short inventory in your chosen report channel.
- Make existing research terminology easier to recall.
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 tag inventory.
- 3Tell Notis to list the available Dovetail tags and summarize them clearly without inventing missing descriptions.
- 4Choose a recurring schedule and a report channel.
- 5Test one run and confirm the inventory is readable and accurate.
Questions about this workflow
Will this add or rename tags?
No. The selected action lists tags; it does not change them.
Can it explain what each tag means?
Only when descriptions or context are returned or supplied. Ask Notis to identify tags whose meanings are unclear.
Can I make the inventory less frequent?
Yes. Pick the recurring schedule that fits how often you need the tag list refreshed.
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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