Turn interview transcript emails into Dovetail data points
When an interview transcript arrives by email, ask Notis to capture it in the right Dovetail channel so it is ready for research review.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Why this helps
Interview transcripts get buried in the inbox before anyone can add them to the research workspace.
- Capture new transcript emails without switching apps.
- Keep the original email context available alongside the research record.
- Reduce the chance that interviews are overlooked.
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 to create one.
- 3Describe that qualifying transcript emails should become data points in the specified Dovetail channel.
- 4Pick Agent mail's New Email Received trigger.
- 5Choose a report channel, then test with one real transcript email.
Questions about this workflow
Can this choose a Dovetail channel automatically?
Tell Notis which channel to use in the automation instruction. If the channel is ambiguous, have Notis ask you before creating the data point.
Does the email trigger run for new messages?
Yes. It uses Agent mail's New Email Received event for new emails in an Agent mail inbox.
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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