Make deal feedback easier to compare
Capture patterns across investor conversations by turning deal updates into concise, classified Dovetail data points.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Data Point
Record and classify a data point in a channel.
Why this helps
Feedback is difficult to compare when each deal update uses different wording and remains buried in a pipeline.
- Keep feedback in a channel for related research.
- Summarize updates into comparable observations.
- Make emerging themes easier to spot across conversations.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to summarize each incoming deal update as a Dovetail data point and classify only what the update supports.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real deal update and check the channel and classification.
Questions about this workflow
Does the workflow create the channel too?
No. This workflow creates a data point in a channel, so make sure the destination channel exists before testing.
Can it infer investor sentiment?
Notis can summarize available language, but any sentiment classification should be treated as an interpretation and checked against the source update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dovetail. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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