Find relevant Dovetail research on a schedule
Set a recurring search for a research question and get a focused report of relevant Dovetail material without restarting your search from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Magic Search
Search workspace data for relevant research content.
Why this helps
Useful research is difficult to reuse when you have to remember where it was stored and search manually.
- Revisit existing research around a consistent question.
- Get a report of relevant Dovetail results in a chosen channel.
- Reduce the effort of rediscovering prior work.
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 research question.
- 3Tell Notis what question to search for and ask it to summarize relevant results with their Dovetail context.
- 4Choose a recurring schedule and the channel where run reports should go.
- 5Test with one run and confirm the returned results answer the intended question.
Questions about this workflow
Does this compare results with previous weeks?
Only if you provide a baseline or the relevant history is available to the automation. Otherwise, ask for a summary of the current search results.
What does the search cover?
The Dovetail Magic Search action searches workspace material such as highlights, notes, insights, channels, themes, or tags.
Can I change the question later?
Yes. Update the automation instruction to reflect the new research question.
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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