Keep research tasks connected to your Dovetail data
When a research task appears in Asana, capture its useful context in Dovetail without another manual handoff.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Why this helps
Research tasks can pile up separately from the evidence and context needed to act on them.
- Preserve task context alongside research data.
- Reduce manual copying between project work and research.
- Make new research work easier to find in Dovetail.
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 turn each new Asana research task into a Dovetail data point with its available context.
- 4Pick the Asana New Task Created trigger and choose where run reports should go.
- 5Test with one real research task and review the resulting data point.
Questions about this workflow
Does this copy every Asana task?
The automation runs on the selected Asana project trigger. Describe the research-task context you want Notis to capture in your instruction.
What if a task does not include enough research detail?
Notis can only use information available from the task. Include the missing context in Asana or your instruction when needed.
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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