Keep investor insights accurately labeled
Use a clarified deal update to correct the title or fields of the Dovetail insight it explicitly identifies.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Insight
Updates an existing insight’s title or custom fields.
Why this helps
An insight label can become misleading when deal context changes and the research summary is left untouched.
- Keep insight labels aligned with clarified context.
- Make the intended change explicit and limited.
- Avoid altering an insight when the match is uncertain.
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 update the title or custom fields of the Dovetail insight explicitly identified by an incoming Affinity correction, changing only confirmed details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real correction and confirm the identified insight and changed fields.
Questions about this workflow
Can this workflow rewrite the full insight body?
The listed action updates the title and custom fields. It should not be used to rewrite the insight body.
What if the update does not identify an insight?
Skip the update or route it for review. A match should not be guessed from similar titles alone.
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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