Capture emailed survey responses in Dovetail
Keep survey responses out of the inbox backlog by recording qualifying email replies as Dovetail data points.
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
Survey replies arrive mixed with routine email and are easy to overlook or leave uncoded.
- Keep emailed responses with the rest of your research data.
- Preserve useful respondent context from the message.
- Spend less time moving responses between apps.
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 which emails contain survey responses and which Dovetail channel should receive the data points.
- 4Pick Agent mail's New Email Received trigger.
- 5Choose where run reports go and test with one real response email.
Questions about this workflow
Can the workflow classify each response?
You can ask Notis to summarize or classify information present in the email. Specify the channel and classification approach in the instruction.
Does it import responses from an external survey tool?
This workflow is triggered by new Agent mail emails. It handles response content that arrives in the 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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