Build a continuing record of affiliate program observations
Let each monthly review add useful observations to the same research channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Data Point
Record and classify a data point in a channel.
Why this helps
Research becomes fragmented when monthly findings are recorded in separate documents without a shared stream.
- Keep monthly observations in one channel.
- Make findings easier to review together.
- Add a repeatable structure to program research.
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 create a classified Dovetail channel data point for each supported monthly Adtraction observation, including period and evidence when available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Confirm the channel details and test with one real monthly observation.
Questions about this workflow
What must be ready in Dovetail first?
A suitable channel must already exist, and its details must be confirmed. This action creates data points within a channel.
Can this create the monthly observations itself?
Notis can summarize information available during the run. Supply any reporting or historical data it cannot access.
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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