Turn published messaging into a reviewable insight
See how your current pages describe the product, with the source copy attached for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Insight
Save a research insight, optionally linking it to a project.
Why this helps
It takes focused time to compare messaging across multiple pages and capture patterns for later discussion.
- Surface recurring themes across specified pages.
- Keep source references alongside the synthesis.
- Separate published messaging from customer research evidence.
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 pages and create a Dovetail insight summarizing repeated messaging themes with source references and an evidence caveat.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with a small set of real pages and review the insight before relying on it.
Questions about this workflow
Is this customer research?
No. It analyzes published CMS copy. It cannot establish what customers think or say.
Can I provide more context for the synthesis?
Yes. Include the question or positioning lens in the automation instruction.
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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