Keep a readable archive of selected research data
Make selected research easier to review periodically by preparing a readable export on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Export Data
Exports data items as HTML or Markdown.
Why this helps
Useful research can become hard to review when it is scattered across workspace data and no one has time to gather it.
- Prepare a periodic readable snapshot of selected research.
- Make it easier to review previous evidence in a research task.
- Cut time spent gathering context manually.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dovetail once in the Notis portal.
- 2Create a named automation and describe the archive scope.
- 3Ask Notis to export the selected Dovetail data in Markdown or HTML for a periodic research review, noting items unavailable for export.
- 4Choose a recurring schedule and set the run report destination.
- 5Test with a real selection of research data.
Questions about this workflow
Does this export every item in Dovetail?
Specify the scope you want reviewed. The workflow should export only the data available and relevant to that scope.
Where does the exported archive go?
The export is returned in the automation run context. Choose a report destination and configure any downstream use you need.
Can it include newly added data each time?
It can include items available to each run, based on the scope described in the instruction.
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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