Capture interview documents in Dovetail as research data
Drop an interview document into your workflow and let Notis extract the useful content for Dovetail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Data
Creates a research data item in a project.
Why this helps
Interview files arrive in different formats, and manually turning each one into searchable research data adds another step after every conversation.
- Capture interview content without copying it by hand.
- Keep extracted research material in a Dovetail project.
- Reduce the delay between receiving a document and making it searchable.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, say to extract the submitted interview document with Affinda and create a titled data item in Dovetail using the extracted content.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real interview document and review the result in Dovetail.
Questions about this workflow
Does Affinda start this automation when a file arrives?
No. Affinda has no listed trigger events here. A Notis webhook starts the automation when it receives an HTTP request.
What does the workflow save in Dovetail?
It creates a data item using the extracted content and a suitable title. Specify any project or content requirements in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dovetail. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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