Keep email sequence learnings in one Dovetail doc
Turn scattered sequence observations into a structured document your team can revisit when improving onboarding or follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Creates a document in a project; its content is stored but not returned.
Why this helps
Sequence performance and audience reactions can be hard to compare when observations stay inside campaign tools or personal notes.
- Create a readable record of sequence observations.
- Capture takeaways and unanswered questions together.
- Make campaign learning easier to revisit during planning.
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.
- 3Tell Notis to review the specified available email sequence information and create a Dovetail doc with findings, open questions, and suggested follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real sequence example and review the created doc.
Questions about this workflow
Can the workflow compare results over time?
Yes, if the relevant history is available from ActiveTrail or you provide the comparison period and baseline in the instruction.
Can I choose the sequence to review?
Specify the sequence or selection criteria in your instruction. Notis uses a prompt rather than field mapping.
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.
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.
ActiveTrail and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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