Give your affiliate partner review a home in Dovetail
Start your weekly partner review with a concise brief instead of rebuilding context from scratch.
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
Weekly affiliate reviews take extra effort when performance findings and questions are scattered across dashboards and notes.
- Create a repeatable summary for partner reviews.
- Keep observations and follow-up questions in one research doc.
- Make it easier to spot recurring themes across reporting periods.
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 performance and create a concise weekly Dovetail doc with findings and open questions.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real reporting period and review the resulting doc.
Questions about this workflow
Will the schedule create a report if Adtraction data is unavailable?
Notis can only summarize data it can access at run time. If the required reporting is not available, provide it as part of the workflow input or adjust the instruction to report the gap.
Does this include historical comparison?
Only when the relevant historical data is available to Notis. Supply the comparison period or source data if it is not available during the scheduled run.
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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