Give distinct investor research a dedicated channel
When a deal update identifies a real research initiative, create a Dovetail channel with a useful title and concise context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Channel
Create a channel to organize and collect feedback.
Why this helps
Research initiatives can lose focus when related investor conversations are mixed into broad, unrelated channels.
- Give a confirmed research initiative a clear destination.
- Keep channel context grounded in the deal update.
- Avoid creating channels for routine pipeline changes.
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 channel only when an incoming Affinity update confirms a distinct research initiative, using a concise title and supplied context.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real update that describes a confirmed initiative and inspect the channel.
Questions about this workflow
Will it make a channel for every deal?
No. The instruction limits creation to updates that confirm a distinct research initiative.
Does this create a project too?
No. It creates a channel in Dovetail. Confirm that the destination workspace and channel context are appropriate before testing.
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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