Clear out a confirmed superseded research note
When a deal update explicitly identifies an obsolete note, remove that exact note from active research while retaining Dovetail's recovery window.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Note
Why this helps
Superseded notes can mislead later reviews when they remain mixed with current research.
- Remove an explicitly identified obsolete note from active use.
- Keep deletion tied to a confirmed note identifier.
- Reduce confusion between current and superseded context.
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- 3Tell Notis to delete a Dovetail note only when an authorized Affinity update explicitly marks it superseded and includes its exact note ID.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one approved example and verify the exact note ID before the action runs.
Questions about this workflow
Is the note permanently erased?
The listed action moves it to the project's trash, where it is restorable for 30 days.
Can Notis choose an obsolete note based on its title?
No. The workflow should require an exact confirmed note ID in the update before deleting anything.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dovetail.