Carry partner learnings forward from quarter to quarter
Keep the useful learning from each quarter where it can inform the next one.
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 program knowledge is difficult to build when each quarter starts without a clear record of prior findings and unknowns.
- Keep quarterly observations in one research workspace.
- Record what the current evidence does and does not establish.
- Make the next review easier to prepare.
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 quarterly Dovetail note with partner learnings, supporting Adtraction evidence, and questions to carry into the next quarter.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real quarter of information and review the note for evidence and missing context.
Questions about this workflow
Will this remember findings from earlier quarters?
Only if those findings are available to the automation. Supply prior notes or data when the quarterly synthesis needs them.
Can the note recommend which partners to prioritize?
Ask for prioritization only when the evidence and criteria are supplied. Otherwise, the note can identify relevant observations and open decisions.
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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