Make monthly client feedback easier to review
Use a recurring Notis run to organize available client feedback from Agiled into a Dovetail doc your team can scan.
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
Feedback arrives throughout the month, leaving founders to reconstruct the themes when review time comes.
- Bring available feedback into a single monthly review.
- Make recurring concerns easier to discuss.
- Keep the review grounded in the supplied source material.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe organizing available client feedback into a monthly Dovetail doc.
- 3Choose a Notis cron trigger and set it to run monthly.
- 4Choose where Notis run reports should go.
- 5Test with one real feedback set and review the doc for accurate summaries.
Questions about this workflow
Does this guarantee every client comment is included?
No. It covers feedback made available to the automation. Confirm that the source data provided includes the comments you need.
Can it compare this month with last month?
Only if both periods' feedback is available to the run. Otherwise the workflow should report that a comparison is unavailable.
When this happens · Trigger
Do this · Action
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.
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.
Agiled and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dovetail.