Save browser research findings to Dovetail
Turn browser tasks into research records your team can find and build on later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Data
Creates a research data item in a project.
Why this helps
Browser research often ends as disconnected tabs or outputs, leaving no clear record of what was found or where it came from.
- Create a research record from a completed browser task.
- Keep key findings and source details together.
- Spend less time manually filing browsing results.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dovetail once in the Notis portal.
- 2Create a Notis automation and name it.
- 3Tell Notis to turn completed Agenty browser workflow results into a titled Dovetail data item with a concise summary and supplied source URLs.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one completed browser task.
Questions about this workflow
What starts the automation?
An HTTP request to its Notis webhook starts it. Configure the Agenty workflow to send the completed result.
Does it capture every page visited?
It uses the information included in the request. Include the pages or extracted results you want recorded.
Can it add findings to an existing project?
Tell Notis which Dovetail project to use in the instruction or provide that context in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Dovetail. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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