Prepare research excerpts for safer internal sharing
Ask Notis to remove identifying details from the material you provide and keep the summary with your Dovetail research.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Data
Creates a research data item in a project.
Why this helps
Sharing a useful research excerpt takes extra care when personal details are mixed into the source material.
- Reduce manual effort when preparing excerpts for internal review.
- Keep a summary tied to the research project context.
- Make remaining identifying details easier to check before sharing.
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 remove direct identifying details from supplied excerpts, flag uncertain cases, and save a reviewable summary as Dovetail data.
- 3Choose the notis_webhook trigger so an HTTP request starts the review.
- 4Choose where Notis should send run reports.
- 5Test with a real excerpt and review the output for remaining identifying details before sharing.
Questions about this workflow
Does an automated summary guarantee anonymity?
No. Review the output for identifying details, especially when context could reveal a person even after names are removed.
What should I ask it to remove?
Specify the kinds of direct identifiers to remove and ask it to flag uncertain cases for human review.
What material can it process?
Supply the text excerpts and relevant context you want analyzed. The workflow does not access unspecified sources.
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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