Keep interview follow-ups with your research notes
Send interview follow-up details from an Agiled workflow to Notis and create a Dovetail note for your research trail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Creates a note in a project; its content is stored but not returned.
Why this helps
Follow-up observations can get lost among task updates and become difficult to reconnect with interview research.
- Keep follow-up observations out of task clutter.
- Preserve the context your team supplies with a note.
- Make research follow-ups easier to review later.
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 saving interview follow-up details as a Dovetail note.
- 3Choose a Notis webhook trigger and send the relevant Agiled details to its URL.
- 4Choose where Notis run reports should go.
- 5Test with one real interview follow-up and review the note.
Questions about this workflow
Does this workflow pull every Agiled task automatically?
No. It starts from a webhook request, so the Agiled workflow needs to send the relevant details to Notis.
What if the interview context is not included?
Notis can only preserve the details provided. Add the context in the request or leave it explicitly unknown.
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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