Save reviewed research findings as Dovetail insights
Moving a research task into its review section can be the cue to preserve the finding in Dovetail.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
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'."
Why this helps
Reviewed findings can remain buried in task details instead of becoming reusable research knowledge.
- Capture findings at a meaningful project milestone.
- Keep reviewed insight context in Dovetail.
- Reduce missed handoffs after research review.
Setup
Build it in a few focused steps.
- 1Connect Asana and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Dovetail insight from the research context available when a task moves to your review section.
- 4Pick the Asana Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real task move and review the created insight.
Questions about this workflow
Can the workflow know which section means research review?
Describe the intended section and outcome in your instruction. The trigger is the Asana task moving to a section in a project.
Does a section move prove a finding is valid?
No. Notis can synthesize available task context, but a person should review the resulting insight.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Dovetail. A trigger fires from one place; an action lands in another.
Asana triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
New Comment on Task
Triggers when a comment is added to a task in a project.
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'."
New Task Created
Triggers when a new task is created in a project.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
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."
Task Updated
Triggers when a task is updated in a project.
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.
Connect any two apps with Notis in the middle.
Asana and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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