Organize recurring affiliate observations in a Dovetail channel
Give recurring program observations a consistent place in your 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
Useful observations are harder to compare when each review records them in a different place or format.
- Keep recurring observations together in a channel.
- Classify each data point for later review.
- Create a consistent record of program findings.
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 channel data point for each supported Adtraction program observation, using the confirmed channel details and available evidence.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real observation and review its channel and classification.
Questions about this workflow
Does this create the Dovetail channel?
No. The workflow uses the Create Data Point action, which requires a suitable channel to already be available. Confirm the channel details before creating the automation.
Can it classify observations?
Yes, based on the classification guidance in your instruction and the data available. Supply your preferred categories if they are not otherwise clear.
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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