Capture research findings as Dovetail insights
Move from a finished synthesis to a reusable insight without another round of copying and formatting.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Insight
Save a research insight, optionally linking it to a project.
Why this helps
Important findings can remain buried in generated documents instead of becoming easy-to-reference insights.
- Store synthesized findings as Dovetail insights.
- Keep the source context available for later review.
- Reduce the steps between a completed synthesis and a shareable finding.
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 insight capture.
- 3Tell Notis to create an insight from the completed synthesis, separating supported findings from open questions and including the provided source context.
- 4Pick the webhook trigger and choose a report channel.
- 5Test with one real synthesis and verify the insight accurately reflects its source.
Questions about this workflow
Will Notis invent supporting evidence?
Your instruction should tell Notis to use only the supplied synthesis and source material, and to flag claims that lack evidence.
What if there is no clear finding?
Ask Notis to report that no well-supported insight was identified instead of creating a speculative one.
Does this create the Dovetail project?
No. Specify an existing project or other required context for the insight in your instruction.
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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