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Notis

Keep release notes in your Dovetail workspace

When a release page is ready, create a Dovetail doc your team can find and revisit.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Doc

Creates a document in a project; its content is stored but not returned.

Why this helps

Release context often gets lost between publishing the announcement and later planning conversations.

  • Create a durable release reference in Dovetail.
  • Keep the CMS source identifiable.
  • Make release context easier to revisit during planning.

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 release page identified in each webhook request and create a Dovetail doc with the release content and source reference.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real release page and review the doc.

Questions about this workflow

Does this publish or edit the release page?

No. This workflow reads the identified Agility CMS page and creates a Dovetail doc.

What must the webhook include?

It must identify the release page Notis should fetch from Agility CMS.

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.

TriggerScheduled

Create Channel

Create a channel to organize and collect feedback.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Create a new contact.

ActionInstant

Create Data Point

Record and classify a data point in a channel.

ActionInstant

Create Data

Creates a research data item in a project.

ActionInstant

Create Insight

Save a research insight, optionally linking it to a project.

ActionInstant

Create Topic

Create a topic in a channel to organize feedback.

ActionInstant

Create Doc

Creates a document in a project; its content is stored but not returned.

ActionInstant

Delete Channel

Move a channel to the project trash, where it can be restored for 30 days.

ActionInstant

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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