Schedule a recurring Dovetail research synthesis
Set a recurring review that asks Notis to synthesize available research evidence and save a useful finding as a Dovetail insight.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 evidence builds up faster than the team can pause to turn it into a clear, shared finding.
- Build a regular moment for research synthesis into the workflow.
- Store a supported finding in the Dovetail project.
- Surface gaps when the available evidence is insufficient.
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 outcome you want.
- 3Describe which available research context to review, the project for the insight, and how to state evidence gaps.
- 4Pick a Notis recurring schedule trigger and choose a report channel.
- 5Test with one real run and review the insight and its evidence.
Questions about this workflow
Can this create a new trend from limited evidence?
Instruct Notis to distinguish observed evidence from interpretation and say when there is not enough context to support a broader finding.
Can I use a specific review cadence?
Yes. Choose a recurring schedule for the Notis cron trigger when configuring the automation.
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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