Prepare content review notes from Agility CMS
Give reviewers a focused note with the page content and the context they need to discuss it.
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
Reviewers lose time opening pages and reconstructing why the content is being discussed.
- Give reviewers a concise starting point.
- Keep the page source with the review note.
- Reduce prep work before a content discussion.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3In one instruction, ask Notis to fetch the webhook-identified page and create a Dovetail note with a short review brief and source reference.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one page scheduled for review and check the note for accuracy.
Questions about this workflow
Can Notis decide what reviewers should change?
The prompt can ask for a review brief, but any critique should be checked against your goals and source material.
Does it need a trigger event from Agility CMS?
No. Agility CMS has no trigger events in this setup. An HTTP request starts the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Dovetail. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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