Bring source documents into Dovetail insights
Keep an important research source in the insight workspace so it is ready for analysis and discussion.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Import Insight from File
Imports a publicly accessible file as a new insight for analysis and project linking.
Why this helps
Relevant documents collected during research can be overlooked when they are not added to the workspace where findings are reviewed.
- Import a public source file as a Dovetail insight.
- Keep research materials close to the analysis workflow.
- Save time adding source documents manually.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dovetail once in the Notis portal.
- 2Create a named automation.
- 3Tell Notis to import the public source document URL supplied by Agenty as a Dovetail insight, using available title and project details.
- 4Choose the webhook trigger and report destination.
- 5Test with one real, accessible source document.
Questions about this workflow
Does this create a written finding from the document?
It imports the file as an insight. Review and analyze the imported material in Dovetail.
Can the file be behind a login?
The file must be publicly accessible for Dovetail to fetch it.
What file types are supported?
The action is described for public files such as PDFs, images, and documents. Availability depends on Dovetail's import support.
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.