Make monthly customer feedback easier to review
Turn the feedback you provide for the month into a focused Dovetail summary, with themes grounded in the actual responses.
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
Monthly feedback reviews are easy to delay when comments are spread across files and require manual grouping.
- Create a monthly summary from available responses
- Identify recurring themes without losing evidence boundaries
- Keep the review in the Dovetail project
Setup
Build it in a few focused steps.
- 1Connect Airparser and Dovetail once in the Notis portal.
- 2Create a monthly feedback review automation.
- 3Tell Notis to summarize the feedback provided for the period, note recurring themes, and create a Dovetail data item.
- 4Select a monthly schedule and set a run report destination.
- 5Test with one real month of feedback and verify the summary against the responses.
Questions about this workflow
Does this automatically collect feedback from Airparser?
The cron schedule starts the run, but the feedback must be made available to Notis. Airparser has no trigger events in this package.
Can it report month-over-month changes?
Only when the current and comparison periods are supplied. Ask Notis to say when a comparison is unavailable.
Will it retain the original responses?
The workflow can include the supplied responses or selected excerpts in the created Dovetail data item. Specify how much source text to retain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Dovetail. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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