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Notis

Keep research topics aligned with changing Airtable views

View names and types change as projects evolve. Ask Notis to update the linked Dovetail topic so the research context stays easy to find.

Trigger

View Metadata Changed

Triggers when an Airtable view changes its name or type.

Action

Update Topic

Tool to update an existing topic. use after confirming the topic id and fields to change. example: "update topic with id 123... to have title 'new'".

Why this helps

A stale topic name can make it harder to connect evolving research work with the Airtable view the team uses.

  • Reflect updated view details in the related research topic.
  • Avoid manually reconciling changes across tools.
  • Keep names and context consistent as projects evolve.

Setup

Build it in a few focused steps.

  • 1Connect Airtable and Dovetail once in the Notis portal.
  • 2Create a new automation in the portal or tell Notis from any channel.
  • 3In one instruction, tell Notis how to identify the corresponding Dovetail topic and update it using the view details provided by the event.
  • 4Pick the Airtable View Metadata Changed trigger and choose where run reports should go.
  • 5Test with one real view metadata change.

Questions about this workflow

Can Notis find the matching topic automatically?

It can use information available from the event and your instruction. If there is no reliable way to identify the topic, provide a matching rule or include the topic identifier in supplied context.

Which changes start it?

Airtable starts it when a view changes its name or type.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtable to Dovetail. A trigger fires from one place; an action lands in another.

Airtable triggers

Dovetail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Channel

Tool to create a new channel in dovetail. use after confirming channel details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.

ActionInstant

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

TriggerPolling

Create Data Point

Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.

ActionInstant

Base Schema Changed

Triggers when tables, fields, or views change in an Airtable base.

TriggerPolling

Create Insight

Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."

ActionInstant

User Profile Changed

Triggers when the connected Airtable user's profile information changes.

TriggerPolling

Create Topic

Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.

ActionInstant

View Created

Triggers when a new view is created in an Airtable base.

TriggerPolling

Delete Channel

Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.

ActionInstant

View Deleted

Triggers when a previously known Airtable view is deleted.

TriggerPolling

Delete Topic

Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."

ActionInstant

View Metadata Changed

Triggers when an Airtable view changes its name or type.

TriggerPolling

Get Note

Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.

ActionInstant

Connect any two apps with Notis in the middle.

Airtable and Dovetail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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