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Notis

Ground market monitoring in existing insights

Use a current research finding to guide what your next market monitoring task should look for.

Trigger

Webhook received

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

Action

Export Insight

Exports an insight’s title and body as HTML or Markdown.

Why this helps

Monitoring without a clear research question can produce too many low-value results and miss the evidence that matters.

  • Provide a finding as context for a monitoring task.
  • Focus monitoring around a research question.
  • Keep the exported insight available for review.

Setup

Build it in a few focused steps.

  • 1Connect Agenty and Dovetail once in the Notis portal.
  • 2Create a named automation.
  • 3Ask Notis to export the specified Dovetail insight in Markdown or HTML and provide its content as context for the Agenty monitoring request.
  • 4Select the webhook trigger and choose a destination for run reports.
  • 5Test with a real insight and a focused monitoring task.

Questions about this workflow

Does this modify the insight?

No. It exports the insight content for the run.

Will the monitoring task automatically use the export?

The export is available in the workflow context. Configure the Agenty request to use that context.

Can Notis verify whether the insight is still current?

Only if current evidence is supplied for comparison. An export alone does not establish that a finding remains current.

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.

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.

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

When this happens · Trigger

Do this · Action

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