Keep member access review decisions together
Turn a submitted access review into a note with the decision and follow-up context your team needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Creates a note in a project; its content is stored but not returned.
Why this helps
Access review decisions can be difficult to follow up on when the rationale and next steps are buried in separate conversations.
- Keep review decisions and supplied rationale together.
- Record follow-ups so they are easier to find later.
- Reduce repeated discussion about prior access decisions.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and supply a name and prompt.
- 3Tell Notis to create a Dovetail note from submitted member access review decisions and context.
- 4Choose the Notis webhook trigger and send an HTTP request when a review is complete.
- 5Choose a report channel, then test with one real review summary.
Questions about this workflow
Can this review members automatically?
No. It records review information submitted to the Notis webhook. Anthropic administrator has no trigger events in this package.
What should a review summary contain?
Provide the decision, relevant context, and any follow-up or owner information your team wants recorded. Only include information appropriate for Dovetail.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Dovetail. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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