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Notis

Convert campaign results into a research insight

When an external system signals that campaign results are ready, let Notis pull the available context, synthesize the finding, and save it in Dovetail.

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

A campaign report may arrive without a clear next step, leaving founders to interpret performance and capture the takeaway later.

  • Turn a campaign result review into a concise stored insight.
  • Keep campaign learnings alongside other Dovetail research.
  • Use a webhook from an external tool or backend to start the review.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Dovetail once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3In one instruction, tell Notis what campaign results to examine, what context to include, and to create a Dovetail insight with the synthesized finding.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Send one real example request, then review the insight in Dovetail.

Questions about this workflow

What starts the automation?

An external tool or custom backend sends an HTTP request to the Notis webhook trigger. ActiveTrail does not provide a trigger event in this workflow package.

Will Notis decide what a successful campaign means?

You should state the outcome or comparison criteria in the instruction. If required context or a baseline is unavailable, provide it or have Notis identify it as missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Dovetail. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Dovetail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Channel

Create a channel to organize and collect feedback.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Create a new contact.

ActionInstant

Create Data Point

Record and classify a data point in a channel.

ActionInstant

Create Data

Creates a research data item in a project.

ActionInstant

Create Insight

Save a research insight, optionally linking it to a project.

ActionInstant

Create Topic

Create a topic in a channel to organize feedback.

ActionInstant

Create Doc

Creates a document in a project; its content is stored but not returned.

ActionInstant

Delete Channel

Move a channel to the project trash, where it can be restored for 30 days.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveTrail and Dovetail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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