Share a research update that makes the next step clear
Give stakeholders a useful update they can scan, with the evidence, caveats, and input needed to keep work moving.
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
Stakeholders ask for status when research progress and decisions needed are not easy to see.
- Make current research progress easier to scan.
- Show emerging findings without overstating incomplete evidence.
- Make requested input or decisions explicit.
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 prepare a stakeholder update from supplied research context, including progress, findings, caveats, and requested input.
- 3Pick a recurring schedule that matches the update cadence.
- 4Choose where Notis should send run reports.
- 5Test with current research context and review the update before sharing it.
Questions about this workflow
Does it send the update to stakeholders?
No. This workflow creates a Dovetail doc. Review and share it through your usual process.
Can I control the level of detail?
Yes. Describe the audience and desired length or structure in the instruction.
What should I provide for each run?
Supply current progress, relevant research, caveats, and any decision or input you need from stakeholders.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dovetail.