Turn interview gaps into clear follow up notes
Keep the next questions close to the conversation that raised them, so useful follow ups do not disappear after the call.
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
Potential follow ups are easy to forget once the interview ends and attention shifts to the next task.
- Identify questions the interview did not resolve.
- Tie follow up prompts to specific conversation context.
- Save a short, actionable note for the next research session.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Dovetail once in the Notis portal.
- 2Create an automation and instruct Notis to review supplied interview content for unresolved questions and evidence grounded follow ups, then save a Dovetail note.
- 3Choose the notis_webhook trigger so each request can start a review.
- 4Choose where Notis should send run reports.
- 5Test with one real interview and verify the follow ups against its content.
Questions about this workflow
Will it invent follow ups beyond the interview?
Ask it to tie each suggestion to supplied conversation evidence and label any broader suggestion as a question to validate.
What should I include with the transcript?
Provide the transcript, the research goal, and the Dovetail project context needed to save the note.
Can this replace a research plan?
It creates a focused note from the interview. Use your research goals and judgment to decide which follow ups belong in a broader plan.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Dovetail. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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