Find earlier Dovetail docs for new research
Check whether a new web finding connects to existing research before starting from scratch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Docs
Lists workspace docs, with optional filters and pagination.
Why this helps
New research can duplicate work when previous project docs are hard to locate across a growing workspace.
- Surface related documentation during a new research review.
- Reduce duplicate investigation and context switching.
- Give the team links or details to verify before acting.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dovetail once in the Notis portal.
- 2Create a new Notis automation.
- 3Ask Notis to use the Agenty finding as a search query, find relevant Dovetail docs, and report matches with their titles and available identifiers.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real finding that has known related documentation.
Questions about this workflow
Does this create or edit a doc?
No. It lists matching docs so you can review relevant context.
Can it find every relevant document?
Search results depend on the query, available content, and Dovetail search behavior. Review results before relying on them.
What information should the webhook include?
Provide a concise finding, key terms, and optionally a project name to help Notis search the right context.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dovetail.