Track partner patterns with evidence your team can revisit
Turn recurring partner observations into a research doc that keeps evidence and uncertainty visible.
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
Potential trends are easy to overstate or forget when observations are spread across periodic reports.
- Keep recurring observations in a durable research doc.
- Separate evidence from interpretation and open questions.
- Support better partner program discussions.
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 review the available Adtraction partner information and create a Dovetail doc separating observed patterns, supporting evidence, and missing comparisons.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review period and check that conclusions match the available evidence.
Questions about this workflow
Can this identify a trend over time?
Only when data from multiple periods is available. If the workflow sees one period, it can describe observations but should not claim a time trend.
Can it compare partner performance?
Ask for comparisons only when comparable data is available. Include the metric definitions and periods if they are not present in the source material.
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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