See the client needs that deserve a closer look
At quarter end, ask Notis to synthesize client needs available from Agiled into a Dovetail insight your team can assess.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Insight
Save a research insight, optionally linking it to a project.
Why this helps
Quarterly planning gets harder when customer needs are scattered across accounts and project updates.
- Create a focused artifact for quarterly planning.
- Separate evidence from interpretation.
- Call out gaps when available client data is incomplete.
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 synthesizing available client needs into a Dovetail insight with evidence and gaps.
- 3Choose a Notis cron trigger and set a quarterly schedule.
- 4Choose where Notis run reports should go.
- 5Test with real client need details and verify each conclusion has supporting input.
Questions about this workflow
Can the insight rank needs by revenue impact?
Only if the relevant revenue context and a ranking method are provided. Otherwise the workflow should avoid unsupported prioritization.
What happens when client data is incomplete?
The insight should state which conclusions are limited by missing information.
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
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