Walk into editorial review with the pages ready
Put the selected pages and a short discussion brief in one note before the review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Creates a note in a project; its content is stored but not returned.
Why this helps
Editorial meetings spend valuable time finding pages and catching everyone up on what they contain.
- Prepare a consistent starting point for editorial reviews.
- Keep discussion pages and summaries together.
- Reduce time spent gathering context before meetings.
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 Agility CMS pages and create a Dovetail note with concise summaries, source references, and discussion prompts.
- 4Pick a recurring schedule and select where run reports should go.
- 5Test before an upcoming review and confirm the note is useful to attendees.
Questions about this workflow
Can this know the meeting date?
Use a schedule that runs ahead of the review, or include timing instructions in the automation prompt.
Does it modify the CMS pages?
No. It fetches the selected content and creates a Dovetail note.
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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