Bring evidence and open decisions together in one brief
Make the next program decision easier to discuss by gathering the evidence and unresolved assumptions first.
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
Program decisions slow down when the relevant affiliate evidence and unanswered assumptions are scattered across reports.
- Collect decision-relevant information in one brief.
- Make assumptions and missing evidence explicit.
- Give founders a clearer starting point for a program decision.
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 doc that summarizes available Adtraction evidence for the stated decision, outlines supported options, and lists unresolved assumptions.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real decision review and verify each option is tied to evidence.
Questions about this workflow
Does this make the decision for me?
It prepares the evidence and options for review. State your decision criteria if you want them reflected in the brief.
What if the needed data is missing?
Notis should list the missing information as an assumption or open question. Provide additional data when a complete comparison is needed.
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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