Give unreviewed research notes a regular review
Create a predictable place to see the research notes waiting for attention, using only the note status and content you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Note
Creates a note in a project; its content is stored but not returned.
Why this helps
Unreviewed notes can sit unnoticed when there is no clear routine for returning to them.
- Make pending research notes visible on a recurring cadence
- Highlight follow-ups present in the supplied notes
- Reduce the effort needed to restart a research review
Setup
Build it in a few focused steps.
- 1Connect Airparser and Dovetail once in the Notis portal.
- 2Create an automation for a recurring notes roundup.
- 3Tell Notis to organize the research notes made available for the run into a Dovetail note and list explicit follow-ups.
- 4Choose the recurring schedule and where reports should go.
- 5Test with a real set of notes, including status or follow-up details if you want them included.
Questions about this workflow
Can it determine which notes are unreviewed?
Only if the provided material includes a review status or another clear indicator. Otherwise, it can create a roundup of the supplied notes without labeling them unreviewed.
Will it fetch old notes automatically?
The schedule itself does not fetch records. Make the relevant notes available to Notis for each run.
Can it list owners and due dates?
Yes, when those details are present in the supplied note content.
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
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.