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Turn a product journey walkthrough into research notes

Ask for a focused walkthrough of a public product flow and capture the steps, friction, and evidence in Dovetail.

Trigger

Webhook received

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

Action

Create Note

Creates a note in a project; its content is stored but not returned.

Why this helps

Usability observations are easy to forget when a walkthrough ends without a consistent place to record them.

  • Preserve the path and conditions that were reviewed.
  • Keep observed friction distinct from interpretation.
  • Make follow-up evaluation easier to plan.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and Dovetail once in Notis.
  • 2Create an automation naming the accessible product flow and the questions to inspect.
  • 3Choose a webhook trigger and run report destination.
  • 4Send one real flow request and save the findings as a Dovetail note.
  • 5Review the note for accurate steps and observed evidence.

Questions about this workflow

Can AgentQL complete any product flow?

It can interact with accessible websites within the capabilities and access available for the request.

Does this replace usability testing with customers?

No. It documents an inspected flow and does not represent user research unless customer evidence is supplied.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Dovetail. A trigger fires from one place; an action lands in another.

Agentql triggers

Dovetail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Channel

Create a channel to organize and collect feedback.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Contact

Create a new contact.

ActionInstant

Create Data Point

Record and classify a data point in a channel.

ActionInstant

Create Data

Creates a research data item in a project.

ActionInstant

Create Insight

Save a research insight, optionally linking it to a project.

ActionInstant

Create Topic

Create a topic in a channel to organize feedback.

ActionInstant

Create Doc

Creates a document in a project; its content is stored but not returned.

ActionInstant

Delete Channel

Move a channel to the project trash, where it can be restored for 30 days.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Dovetail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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