Process available interview transcripts into Dovetail on a schedule
Set a recurring review for transcript documents and capture their research content in Dovetail.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Data
Creates a research data item in a project.
Why this helps
Transcripts can accumulate between research reviews, leaving useful material uncaptured until someone remembers to process it.
- Create a predictable transcript processing routine.
- Capture available interview content as Dovetail data items.
- Reduce the need to remember a separate manual 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 describe the transcript review outcome in one instruction.
- 3Ask Notis to process only interview documents available to the workflow, extract their content with Affinda, and create Dovetail data items without duplicating already processed material where identifiable.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real transcript and confirm the schedule, source access, and Dovetail result.
Questions about this workflow
Where does the scheduled workflow find transcripts?
The automation must have access to the documents through the configured workflow input or connected capability. The schedule itself does not discover files.
Can it reliably avoid duplicate records?
Ask it to check for an existing matching record when the available source and Dovetail data support that check. The workflow should report uncertainty rather than claim guaranteed deduplication.
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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