Connect new market research to existing insights
Make it easier to notice when fresh market evidence may connect to a finding already in Dovetail.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Insights
Lists workspace insights, with optional filters and pagination.
Why this helps
A growing insight library makes it easy to miss new evidence that reinforces, complicates, or challenges an existing finding.
- Find potentially related insights without browsing the library manually.
- Bring new research and existing findings into the same review.
- Flag possible conflicts for human assessment.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dovetail once in the Notis portal.
- 2Create and name an automation.
- 3Ask Notis to review the Agenty research available for the period, search Dovetail insights for related findings, and report possible matches or conflicts without treating them as confirmed.
- 4Choose a recurring schedule and a run report destination.
- 5Test with a real research item and a known Dovetail insight.
Questions about this workflow
Does this update existing insights?
No. The workflow searches and reports possible relationships for review.
Can it identify a contradiction?
It can flag a possible conflict when the supplied evidence supports one. A person should review the source material before changing a finding.
Does the schedule retrieve new Agenty research automatically?
Only if the research is available to the run. Provide results or make them accessible to the automation.
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.