File web research reports in Dovetail docs
Keep finished research reports where your team already reviews research and findings.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Import Doc File
Imports a publicly accessible file as a new document.
Why this helps
Research reports stored as separate files are harder to discover and revisit during project decisions.
- Create a Dovetail doc from an accessible report file.
- Keep report documentation with project research.
- Avoid a separate manual import step.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dovetail once in the Notis portal.
- 2Create a named automation.
- 3In one instruction, ask Notis to import the public report file URL from Agenty as a Dovetail doc and use supplied title and project details.
- 4Choose the webhook trigger and set where run reports go.
- 5Test with one real public report URL.
Questions about this workflow
Which URLs can be imported?
The file must be publicly accessible for Dovetail to fetch and import it.
Does the doc content appear in the run report?
No. The imported content is stored in Dovetail and is not returned in the action response.
Can the report be summarized first?
This workflow imports a doc. If you want a summary, request it separately when the report content is available to Notis.
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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