Create Dovetail topics for recurring research themes
Ask Notis to periodically review available research and create a topic when a distinct theme is supported and ready to organize.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Why this helps
Research themes emerge over time, but nobody has a clear moment to give them a dedicated place.
- Turn a supported theme into an organized research topic.
- Use a recurring review to spot themes that need structure.
- Keep topic creation grounded in available evidence.
Setup
Build it in a few focused steps.
- 1Connect Dovetail once in the Notis portal.
- 2Create an automation from Automations, New Automation, or ask Notis to configure one.
- 3Describe which research context to review, what qualifies as a distinct theme, and the Dovetail channel to use.
- 4Pick a Notis recurring schedule trigger and choose a report channel.
- 5Test with one real run and review the topic created.
Questions about this workflow
Will this create a topic every time it runs?
Tell Notis to create a topic only when the available research supports a distinct theme that needs organizing.
What if a suitable channel is not known?
Name the channel in your instruction. Notis should report ambiguity instead of creating a topic in an uncertain location.
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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