Review a defined set of CMS content in Dovetail each week
Keep a regular record of the pages you care about without rebuilding the inventory by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Data
Creates a research data item in a project.
Why this helps
Teams can lose track of which pages they planned to review and what those pages currently say.
- Create a repeatable content review record.
- Use a defined page set or selection criteria in the instruction.
- Reduce recurring manual collection.
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 Agility CMS pages and record their titles, content, and source references as Dovetail data.
- 4Pick a recurring schedule, then choose where run reports should go.
- 5Test with one real run and confirm the requested pages appear in Dovetail.
Questions about this workflow
Can the automation know which pages I want included?
Specify the page set or selection criteria in your instruction. Agility CMS does not provide a trigger event here.
Does this compare content over time?
Only if you provide a baseline or ask it to compare with available prior records. A schedule alone does not provide change history.
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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