Give research planning a current product context pack
Bring the relevant product pages into one note before you write questions or plan sessions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Creates a note in a project; its content is stored but not returned.
Why this helps
Research planning can start without a shared, current view of the product and its published explanations.
- Give planning conversations a shared product reference.
- Collect relevant pages in one Dovetail note.
- Keep research questions grounded in current product descriptions.
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 pages identified by the webhook request and create a Dovetail note with their content, short summaries, and source references.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real research planning request and verify the page references.
Questions about this workflow
Does this generate interview findings?
No. It prepares product context from CMS pages. Findings require research responses or other evidence.
What should the request identify?
The Agility CMS pages that provide useful context for the research plan.
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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