Start a research session with the context ready
Give Notis the project background and session goal so you can spend less time getting back up to speed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Doc
Creates a document in a project; its content is stored but not returned.
Why this helps
Research sessions lose momentum when the background and questions have to be assembled at the last minute.
- Bring project context and the session goal together.
- Surface relevant findings and open questions before the session.
- Create a repeatable preparation step that takes less effort.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Dovetail once in the Notis portal.
- 2Create an automation and describe how to use supplied project context and session goals to prepare a Dovetail briefing doc.
- 3Pick a recurring schedule that gives you time to review the briefing.
- 4Choose where Notis should send run reports.
- 5Test with one upcoming session and confirm the brief uses only supplied context.
Questions about this workflow
Will the workflow know about the upcoming session?
Provide the session goal and any relevant details as input or in the instruction. The schedule alone does not supply session context.
Can I include questions to ask?
Yes. Ask Notis to suggest questions grounded in the supplied research context and identify any assumptions for you to review.
Where will I find the briefing?
The workflow creates a doc in the Dovetail project specified in your instruction or supplied context.
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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