Use Dovetail notes as browser research context
Bring a useful research note into the next browser task without searching and copying it by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Export Note
Exports a note’s full content as HTML or Markdown.
Why this helps
Relevant notes often live outside the context of a browser task, causing repeated research and avoidable tab switching.
- Export a specific note in a readable format.
- Give browser research a relevant starting point.
- Save time finding and copying existing research.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dovetail once in the Notis portal.
- 2Create and name a Notis automation.
- 3Tell Notis which Dovetail note to export and ask it to provide the content in Markdown or HTML for the Agenty task.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with a real note and browser task.
Questions about this workflow
Can the workflow choose a note by title?
Provide enough identifying context to locate the intended note; use its ID when available.
Does this update the note?
No. It exports the note content for use in the run.
Which format should I use?
Choose Markdown or HTML based on the format the downstream browser task can use.
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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