Turn recurring market research into Dovetail insights
Give market research a regular synthesis point so patterns do not stay buried in separate extracts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Insight
Save a research insight, optionally linking it to a project.
Why this helps
Market observations gather over time, but founders may not have a dedicated moment to turn them into a coherent finding.
- Create a recurring synthesis from supplied market evidence.
- Keep findings and their supporting sources in Dovetail.
- Make missing or weak evidence visible during review.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dovetail once in the Notis portal.
- 2Create a new automation and name it.
- 3In one instruction, ask Notis to synthesize the Agenty market extracts available for each period into a Dovetail insight, with sources and evidence gaps stated.
- 4Select a recurring schedule and a destination for run reports.
- 5Test with one real period of research extracts.
Questions about this workflow
Will it compare this period with earlier ones?
Only when prior-period evidence is available to the run. Supply the history or ask Notis to limit its summary to the current period.
Can it create an insight if evidence is inconclusive?
Tell Notis to report uncertainty and avoid creating a definitive trend claim from insufficient evidence.
Where do I review each run?
Choose a report destination during setup. The resulting insight is stored in Dovetail.
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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