Start monthly content reviews with a prepared brief
Bring the selected pages, summaries, and review questions into one note each month.
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
Regular content reviews can slip when someone has to gather pages and prepare discussion notes from scratch.
- Reduce recurring review preparation.
- Keep a defined page set together in one note.
- Give reviewers a consistent discussion starting point.
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 note with summaries, source references, and review questions grounded in the page content.
- 4Pick a monthly schedule and select where run reports should go.
- 5Test one run and confirm the note fits your review process.
Questions about this workflow
Can the brief decide what content should be removed?
It can raise review questions based on your instructions, but a person should make content decisions.
Can I include changing page groups?
Yes. Describe the selection criteria in the instruction and confirm that Agility CMS access can retrieve those pages.
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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