Walk into partner reviews with better questions
Give your next conversation a useful starting point based on the partner information you already have.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Creates a note in a project; its content is stored but not returned.
Why this helps
Partner discussions lose momentum when teams arrive without clear questions based on the latest program information.
- Prepare specific questions from available partner information.
- Keep preparation notes in the research workspace.
- Reduce last minute review work.
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 Dovetail note with partner review questions grounded in available Adtraction information and the evidence behind each question.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real partner review period and confirm questions are relevant and evidence-based.
Questions about this workflow
Can Notis know when the next partner review is?
Use a schedule that matches your review preparation cadence. Any partner-specific meeting context must be available to the automation.
Can it include answers alongside the questions?
Ask it to include answers only when the available Adtraction information supports them, and to mark the rest as open.
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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