Keep completed research readouts in Dovetail
Make finished research easier to find when decisions come back around.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Doc
Creates a document in a project; its content is stored but not returned.
Why this helps
A readout can be finished and still be hard to find when its findings are needed again.
- Keep completed readouts in the research workspace.
- Make prior findings easier to retrieve.
- Avoid rebuilding documents from database records.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Dovetail in Notis once.
- 2Create an automation in Notis and describe the outcome in one instruction.
- 3Pick the webhook trigger for a completed readout submission.
- 4Choose where Notis should send run reports.
- 5Test with one real readout.
Questions about this workflow
Does this publish the readout?
It creates a Dovetail doc. Publishing or sharing settings are separate.
Can it preserve the original findings?
Notis can use the submitted readout content and context available from AnyDB.
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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