Turn available research documents into Dovetail insights
Make time for a recurring synthesis of research documents and record the findings in Dovetail.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Insight
Save a research insight, optionally linking it to a project.
Why this helps
Research documents can remain unread or unsynthesized when insight creation depends on someone finding a spare moment.
- Build synthesis into a recurring research routine.
- Record findings from documents available to the workflow.
- Keep each insight tied to its source content.
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 scheduled synthesis.
- 3In one instruction, ask Notis to extract available research documents with Affinda, identify a finding supported by the source, and create a Dovetail insight with its context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real research document and review the insight before relying on the recurring run.
Questions about this workflow
Can the workflow report a trend over time?
Only when it has access to the relevant earlier and current source material. Missing history or baselines must be supplied.
What happens if a document supports no clear insight?
Tell the automation to report that no supported insight was found instead of forcing one.
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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