Turn monthly affiliate evidence into a useful takeaway
Keep the decision-relevant learning from each month easy to find and discuss.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Insight
Save a research insight, optionally linking it to a project.
Why this helps
Monthly reports can generate plenty of numbers without leaving the team with a concise, evidence-based takeaway.
- Preserve a monthly takeaway for future decisions.
- Make the supporting evidence easier to revisit.
- Keep unsupported conclusions out of the insight.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to synthesize available monthly Adtraction evidence into a Dovetail insight with supporting observations and any important evidence gaps.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real month of evidence and verify the insight is supported by the data.
Questions about this workflow
Does this compare the current month with the previous month?
Only when both periods are available and comparable. If not, the instruction should ask Notis to say that the comparison is unavailable.
Can the insight recommend a program change?
It can present a recommendation when the evidence supports it. Ask it to state the reasoning and uncertainties so the team can assess the decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dovetail. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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