Keep customer feedback organized on a schedule
Make time for feedback easier to find by bringing the available comments together in a regular research note.
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
Customer feedback arrives from many public sources, and reviewing it consistently can slip behind urgent founder work.
- Create a regular place to review available feedback.
- Surface recurring comments while retaining source links.
- Keep weak or incomplete samples clearly labeled.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dovetail once in the Notis portal.
- 2Create a named automation.
- 3Ask Notis to summarize the Agenty feedback available for each period in a Dovetail note, grouping recurring themes and retaining representative source details.
- 4Choose a recurring schedule and set the run report destination.
- 5Test against one real period of feedback.
Questions about this workflow
Does the schedule collect new feedback from Agenty?
The schedule runs the automation, but feedback must be available in its run context or supplied by an accessible source.
Can it avoid overstating a theme?
Yes. Instruct Notis to describe the sample size and mark themes as tentative when the evidence is limited.
Can I use this for public feedback only?
Yes. Specify the feedback sources and scope in the automation 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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