Get a focused digest of product copy in Dovetail
Review the current copy for a defined group of product pages in one prepared document.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Creates a document in a project; its content is stored but not returned.
Why this helps
Comparing several product pages can require repeated CMS navigation and manual note taking.
- Bring a defined group of pages into one review doc.
- Summarize current copy for faster scanning.
- Keep source references available for follow-up.
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 product pages, summarize their current copy, and create a Dovetail doc with source references.
- 4Pick a recurring schedule and select where run reports should go.
- 5Test with a real set of pages and verify the summary against the source.
Questions about this workflow
Will the digest identify customer preferences?
No. It summarizes CMS copy. Customer preferences require customer or research evidence.
Can I change which pages are included?
Yes. Update the automation instruction with the page identifiers or criteria you want it to use.
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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