Add research media files to Dovetail notes
Bring research media into your workspace from an accessible link and keep it connected to your review process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Import Note File
Imports a publicly accessible file as a new note.
Why this helps
Research media is easy to misplace when file links live apart from the notes and insights they inform.
- Create a Dovetail note from an accessible media file URL.
- Keep research media connected to the team's workspace.
- Reduce manual file handling between tools.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dovetail once in the Notis portal.
- 2Create a new automation and name it.
- 3Ask Notis to import the public research media URL supplied by Agenty as a Dovetail note, using the provided title and project context.
- 4Select the webhook trigger and choose where run reports should go.
- 5Test with one publicly accessible media file.
Questions about this workflow
Which media types can I use?
The action supports accessible file URLs such as PDF, video, and audio. Dovetail must be able to fetch the URL.
Does importing a file guarantee transcription?
No. This action imports the note file; processing depends on Dovetail and the file.
Can the file remain private?
The action description requires the file URL to be accessible to Dovetail. A sign-in-only link may fail.
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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