Keep track of category changes without a research backlog
A weekly source review can capture category shifts as they appear, with the original pages close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Creates a note in a project; its content is stored but not returned.
Why this helps
Small market changes are hard to track when research happens only during planning or strategy weeks.
- Create a lightweight recurring record.
- Focus review on sources you select.
- Make emerging changes easier to bring into planning.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dovetail once in Notis.
- 2Create an automation naming category sources and asking it to record only observed changes.
- 3Choose a weekly schedule and run report destination.
- 4Ask Notis to save each review as a dated Dovetail note.
- 5Test with one current source page.
Questions about this workflow
Does it determine whether a change is important?
It can flag apparent relevance based on your instruction, but the note should separate observed changes from interpretation.
Can it include an unchanged status?
Yes. Instruct it to record when no notable changes were found.
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.
Create Channel
Create a channel to organize and collect feedback.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact.
Create Data Point
Record and classify a data point in a channel.
Create Data
Creates a research data item in a project.
Create Insight
Save a research insight, optionally linking it to a project.
Create Topic
Create a topic in a channel to organize feedback.
Create Doc
Creates a document in a project; its content is stored but not returned.
Delete Channel
Move a channel to the project trash, where it can be restored for 30 days.
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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