Review weekly website changes in Dovetail
Get a regular, readable summary of the web changes worth your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Creates a document in a project; its content is stored but not returned.
Why this helps
Small but meaningful changes arrive throughout the week and are easy to miss when reviewing monitoring feeds one alert at a time.
- Review notable changes together instead of one alert at a time.
- Keep a weekly record in Dovetail.
- Make follow-up easier by highlighting changes that may merit review.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dovetail once in the Notis portal.
- 2Create a named automation and describe the weekly digest you want.
- 3Ask Notis to review the Agenty monitoring results available for the period, summarize notable changes in a Dovetail doc, and flag unavailable data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real reporting period of monitoring results.
Questions about this workflow
Can the schedule retrieve Agenty history by itself?
Only if the automation has access to those results. Provide the relevant results or ensure they are available in the run context.
Can I choose the weekly run time?
Yes. Select a recurring schedule when setting the trigger.
What if no changes were supplied?
Instruct Notis to state that no results were available for review instead of creating a fabricated digest.
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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