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Keep evolving research task context visible in Dovetail

As research tasks change, record the available context in Dovetail so useful updates are easier to revisit.

Trigger

Task Updated

Triggers when a task is updated 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 details added over time can stay inside task histories and escape later synthesis.

  • Notice new context added to research tasks.
  • Keep relevant updates accessible in Dovetail.
  • Reduce manual review of task changes.

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 capture relevant updated research task context as a Dovetail data point, using only available information.
  • 4Pick the Asana Task Updated trigger and choose where run reports should go.
  • 5Test with one real task update and review the recorded context.

Questions about this workflow

Can this detect changes to fields Asana does not provide?

No. Notis can only analyze information available from the event and task context.

Will it help identify what changed?

Ask Notis to summarize the available updated context. If the prior value or history is unavailable, provide it in the task or instruction.

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.

TriggerScheduled

Create Channel

Tool to create a new channel in dovetail. use after confirming channel details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

Create Data Point

Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.

ActionInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

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'."

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

Create Topic

Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.

ActionInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

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.

ActionInstant

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.

TriggerInstant

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."

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

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.

ActionInstant

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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