Gather research evidence for an active decision
Bring supporting research into one place when a decision is approaching.
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
Decision makers often spend valuable time searching for evidence scattered across records.
- Collect relevant records for a named decision.
- Keep supporting context together for review.
- Reduce last-minute research search work.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Dovetail in Notis once.
- 2Create an automation and name the decision or criteria for relevant evidence.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with a real decision and relevant records.
Questions about this workflow
Can it decide what the team should do?
It can gather evidence against supplied criteria, but the decision remains with the team.
What if the decision changes?
Update the instruction so the search criteria reflect the current decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Dovetail. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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