Turn investor patterns into shareable insights
When a deal update reveals a meaningful pattern, capture the finding in Dovetail with its supporting context and limits.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Insight
Save a research insight, optionally linking it to a project.
Why this helps
Useful patterns can disappear into individual deals before the team has a chance to discuss what they mean.
- Capture relevant findings where research insights live.
- Keep supporting context attached to the synthesis.
- Avoid presenting missing deal history as established evidence.
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 insight only when an incoming deal update supports a useful investor pattern, and include the evidence and unknowns.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real update that contains a clear finding and review the insight.
Questions about this workflow
Will every deal update create an insight?
The instruction can ask Notis to create one only when the update supports a meaningful finding. A single update may not establish a broader pattern.
Can Notis include historical comparisons?
Only if the relevant history is included in the request or otherwise supplied to the automation. Missing baseline data should be named as unknown.
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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