Review customer feedback in Dovetail each week
Schedule a weekly review of the Agile CRM feedback notes you provide to Notis, then save the organized summary in Dovetail.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Data
Creates a research data item in a project.
Why this helps
A regular review is easy to skip when feedback has to be gathered and organized by hand.
- Create a consistent review point for supplied customer feedback.
- Keep the review in Dovetail for later reference.
- Make recurring analysis easier to resume.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dovetail once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language.
- 3In one instruction, ask Notis to organize the Agile CRM feedback notes provided for the review and save a titled Dovetail data item, noting gaps in the supplied material.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real set of feedback notes and review the saved item.
Questions about this workflow
Will the schedule fetch Agile CRM records automatically?
No Agile CRM trigger events are available here. Provide the notes to Notis for the scheduled run or send them through a webhook.
Can the review compare with earlier weeks?
Only if earlier feedback is supplied or otherwise available to the automation. Do not assume a historical baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dovetail. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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