Connect Agiled to Dovetail

When something happens in Agiled, Notis takes the next step in Dovetail. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Agiled to Dovetail

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Turn Agiled client feedback into research data

Capture client feedback received through an Agiled workflow as searchable Dovetail research data.

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Document an Agiled project retrospective in Dovetail

Turn a project wrap-up sent from Agiled into a Dovetail doc that records lessons and open questions.

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Save Agiled interview follow-up notes in Dovetail

Capture interview follow-up notes from an Agiled task or project workflow as a Dovetail note.

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Turn Agiled client patterns into Dovetail insights

Synthesize supplied client patterns from Agiled into a Dovetail insight for your team to review.

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Review Agiled project risks in Dovetail each week

On a schedule, summarize project risk details supplied from Agiled as Dovetail research data for review.

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Create a monthly client feedback review from Agiled

Collect available client feedback context from Agiled into a monthly Dovetail review doc.

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Keep overdue research follow-ups visible in Dovetail

Review available Agiled follow-up tasks on a schedule and record relevant research follow-ups in Dovetail.

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Synthesize quarterly client needs from Agiled

Turn available Agiled client needs into a quarterly Dovetail insight, with evidence and gaps made clear.

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Review Agiled invoice questions as research signals

Review available invoice questions or payment concerns from Agiled and capture recurring feedback in Dovetail.

Supported Triggers and Actions

Notis builds workflows that link Agiled to Dovetail. A trigger fires from one place; an action lands in another.

Agiled triggers

Dovetail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Channel

Create a channel to organize and collect feedback.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Create a new contact.

ActionInstant

Create Data Point

Record and classify a data point in a channel.

ActionInstant

Create Data

Creates a research data item in a project.

ActionInstant

Create Insight

Save a research insight, optionally linking it to a project.

ActionInstant

Create Topic

Create a topic in a channel to organize feedback.

ActionInstant

Create Doc

Creates a document in a project; its content is stored but not returned.

ActionInstant

Delete Channel

Move a channel to the project trash, where it can be restored for 30 days.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.