Turn customer feedback emails into Dovetail insights
Let Notis spot a useful finding in a new feedback email, summarize it with evidence, and save it as a Dovetail insight.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
Why this helps
Important customer feedback arrives one message at a time, making patterns easy to miss and hard to share.
- Convert a relevant message into a reusable research finding.
- Keep the insight tied to the feedback that prompted it.
- Reduce manual summarizing and app switching.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Dovetail once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis what to create.
- 3Describe which feedback emails matter, how to summarize the evidence, and which Dovetail project should hold the insight.
- 4Pick Agent mail's New Email Received trigger.
- 5Select a report channel and test using one real feedback email.
Questions about this workflow
Can this create an insight for any project?
Name the intended project in your instruction. If the project cannot be identified confidently, tell Notis to ask or report the ambiguity.
Will it infer a broader trend from one email?
It can summarize the evidence in the message. Any claim about a broader pattern should rely on additional evidence available to Notis or be described as a single report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Dovetail. A trigger fires from one place; an action lands in another.
Agent mail triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
Agent mail and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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