Keep survey feedback documents moving into Dovetail
Give incoming feedback files a regular review and filing rhythm your team can count on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Creates a document in a project; its content is stored but not returned.
Why this helps
Survey feedback can pile up when the team has no clear moment to extract and organize each batch.
- Set a recurring time to review accessible feedback documents.
- Create organized Dovetail docs from extracted content.
- Make feedback processing easier to keep up with.
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 feedback documentation outcome in one instruction.
- 3Ask Notis to process the survey feedback documents available to the workflow, extract their contents with Affinda, and create Dovetail docs with clear titles.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real feedback document and confirm the created doc is readable.
Questions about this workflow
Will the schedule find files in an unspecified folder?
No. The automation needs access to the documents through its configured inputs or connected capabilities.
Can it summarize several documents together?
The instruction can request a combined summary when the workflow provides multiple documents. Any synthesis should be grounded in the supplied files.
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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