Register research participants from interview emails
Capture participant details from the emails that introduce or coordinate interviews, so your research records are easier to keep together.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Why this helps
Participant details are scattered across email threads and missing when it is time to document an interview.
- Create contacts while participant information is fresh.
- Cut down repeated copying of participant details.
- Keep contact creation tied to a clear email event.
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 ask Notis to create one.
- 3In one instruction, specify which interview emails qualify and which participant details to use for a Dovetail contact.
- 4Pick Agent mail's New Email Received trigger.
- 5Choose a report channel and test with one real participant email.
Questions about this workflow
Will every email create a contact?
State in the instruction which emails qualify. Notis can assess the message and skip unrelated emails.
What if the message lacks participant details?
Tell Notis to skip contact creation and report the missing information when required details are absent.
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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