See what your published help content covers
Summarize the topics and unanswered questions in the help pages you choose to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Data
Creates a research data item in a project.
Why this helps
It is difficult to spot missing explanations across a collection of help pages by opening them one at a time.
- Summarize coverage across a defined set of help pages.
- Highlight questions the content itself does not answer.
- Keep the review linked to source pages.
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 webhook-identified help pages, summarize topics covered and unanswered questions, and save the result as Dovetail data with source references.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with a small set of help pages and check that observations are supported by the copy.
Questions about this workflow
Does this prove customers have these questions?
No. It identifies questions the selected content does not answer. Customer demand needs separate evidence.
Can it review the entire help center?
Ask it to use a clearly defined page set or selection criteria that the connected Agility CMS access can retrieve.
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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