Follow a theme across the content you publish
Collect the pages related to one topic and see how your published content treats it over time.
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
A topic can appear across many CMS pages, making it hard to see how consistently it is explained.
- Review a chosen theme across multiple pages.
- Keep the synthesis connected to source copy.
- Make recurring content reviews easier to prepare.
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.
- 3Ask Notis to fetch the specified pages and create a Dovetail insight about the chosen theme, citing page sources and limiting claims to published content.
- 4Pick a recurring schedule and select where run reports should go.
- 5Test with representative pages and review the evidence behind the insight.
Questions about this workflow
Does this show how customer understanding changes?
No. It tracks how the selected published content addresses a theme. Customer understanding requires separate research.
How should I define the theme?
Name the topic or question in the automation instruction and identify the pages or criteria to review.
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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