Review agency performance with the evidence in view
Give Notis the figures and context available for your review, then keep a clear performance brief in Dovetail.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Creates a document in a project; its content is stored but not returned.
Why this helps
Performance reviews take extra effort when metrics, time periods, and comparison baselines are spread across different sources.
- Collect supplied performance observations in a reviewable doc.
- Keep time periods and comparisons explicit.
- Make absent baselines visible before drawing conclusions.
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to summarize available performance context in a Dovetail doc and call out missing baselines or periods.
- 4Pick a monthly schedule and select a report channel.
- 5Test with one real review example and verify comparisons are supported by supplied data.
Questions about this workflow
Can Notis calculate performance changes?
It can summarize or calculate from figures provided to it, but the figures and time periods must be available and comparable.
What if there is no baseline?
The doc should state that the baseline is missing and avoid making a trend claim.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dovetail. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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