Give recurring investor feedback a research topic
Track a confirmed feedback theme in Dovetail so related observations can be gathered and reviewed together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Topic
Create a topic in a channel to organize feedback.
Why this helps
The same investor concern can appear across deals without a shared topic to make it visible.
- Make a recurring concern easier to find across research.
- Use a concise theme grounded in the update.
- Avoid treating an isolated comment as a proven trend.
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 create a Dovetail topic only for a distinct feedback theme confirmed in the incoming Affinity update, using concise supplied context.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real update that clearly supports a distinct theme and review the topic.
Questions about this workflow
Does a topic prove that the feedback is recurring?
No. A single update can surface a theme, but recurrence requires evidence across multiple observations. The automation should not claim a trend without that evidence.
Does this add the update to the topic?
The listed action creates a topic. It does not create or associate a data point.
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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