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Notis

Save webhook supplied research findings as Dovetail insights

Pass a synthesized finding to Notis through an HTTP request and have it create an insight in the Dovetail project you name.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Research synthesis is ready, but saving it in the right project becomes another task to remember.

  • Move a prepared finding into Dovetail with less manual handling.
  • Keep the destination project explicit in the automation.
  • Make research synthesis available to the team in a shared workspace.

Setup

Build it in a few focused steps.

  • 1Connect Dovetail once in the Notis portal.
  • 2Create an automation from Automations, New Automation, or tell Notis the desired outcome.
  • 3Describe how to use the finding and evidence supplied in the request to create a Dovetail insight, and identify the project.
  • 4Pick a Notis webhook trigger and choose a report channel.
  • 5Test with one real request containing a finding and its supporting context.

Questions about this workflow

Does the webhook generate research evidence?

The request should supply the finding and its supporting context. Notis can organize and summarize supplied material, but it cannot invent missing evidence.

What if the destination project is missing?

Specify the project in the request or instruction. Have Notis report the missing destination instead of creating an insight in an uncertain project.

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.

TriggerScheduled

Create Channel

Tool to create a new channel in dovetail. use after confirming channel details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.

ActionInstant

New Email Received

Trigger for new emails in an AgentMail inbox

TriggerPolling

Create Data Point

Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.

ActionInstant

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'."

ActionInstant

Create Topic

Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.

ActionInstant

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.

ActionInstant

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."

ActionInstant

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.

ActionInstant

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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