Move interview findings from documents into Dovetail insights
Turn an interview file into a concise finding your research team can revisit in Dovetail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Insight
Save a research insight, optionally linking it to a project.
Why this helps
Useful findings can stay buried in interview documents when nobody has time to synthesize and record them.
- Capture a synthesized finding in Dovetail after a document arrives.
- Spend less time moving between transcripts and research tools.
- Give interview findings a dedicated place for follow-up.
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 for interview synthesis.
- 3In one instruction, ask Notis to extract the interview content with Affinda, summarize a supported finding, and create a Dovetail insight with the source context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real interview document and check that the insight reflects its contents.
Questions about this workflow
Can this workflow combine multiple interviews into a trend?
Only if the automation receives those interviews together or can access the relevant source material. It should not claim a baseline or history that was not supplied.
What does the insight contain?
The automation instruction determines its title and body, based on content extracted from the submitted document.
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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