Turn survey feedback documents into Dovetail docs
Keep survey feedback moving from submitted files into a Dovetail doc your team can review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Doc
Creates a document in a project; its content is stored but not returned.
Why this helps
Feedback trapped in documents takes time to read, summarize, and file before the team can use it.
- Create a readable Dovetail doc from submitted feedback files.
- Reduce repetitive document review and filing.
- Keep the extracted content together for later research review.
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 give it a clear name.
- 3In one instruction, ask Notis to extract survey feedback from each submitted document with Affinda and create a Dovetail doc containing the organized findings.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real feedback document and review the created doc.
Questions about this workflow
Can the automation interpret survey answers?
It can ask Affinda to extract document content and Notis to organize the returned information. The source document needs to contain the feedback.
Is a Dovetail doc the same as a data item?
They are separate Dovetail actions. This workflow creates a doc for documented findings and notes.
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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