Make participant data quality easier to review
Get a clear scheduled review of the participant records available to Notis, including what was checked and what still needs attention.
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
Incomplete participant records and unresolved contact checks can accumulate without a clear review point.
- Bring available checks and unresolved gaps into one review doc.
- Make follow-up needs easier to scan.
- Keep the review limited to evidence available from connected records.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Dovetail once in Notis.
- 2Create an automation for a participant data quality review.
- 3Tell Notis to review available participant records and checks and document verified outcomes, unresolved gaps, and evidence in Dovetail.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test one run and confirm the doc distinguishes verified information from missing information.
Questions about this workflow
Will the workflow find every participant record?
It can only review records available through the connected tools and access permissions. The doc should state the scope reviewed.
Will the doc include recommendations?
You can ask for suggested follow-up based on observed gaps, but the workflow should distinguish recommendations from verified facts.
Can I use this for one-time reviews?
Yes. Choose a suitable schedule or run the automation manually if that option is available in your Notis setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Dovetail. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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