Find research context for a pending Box invite
Before following up on a pending invite, let Notis search Dovetail for relevant notes, projects, and insights.
Trigger
New Pending Collaboration Invite
Triggers when a new pending collaboration invite is created. This trigger monitors the user's pending collaborations and fires when new pending collaboration invites are detected.
Action
Magic Search
Tool to perform a magic search across workspace data. use when you need to retrieve relevant highlights, notes, insights, channels, themes, or tags by query.
Why this helps
A pending invite may need attention, but the reason for access can be buried across research notes and project context.
- Bring related research context into invite follow-up
- Reduce context switching during access reviews
- Help teams prioritize pending collaboration requests
Setup
Build it in a few focused steps.
- 1Connect Box and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe which available invite details to search in Dovetail and what context to report for review.
- 4Pick the Box New Pending Collaboration Invite trigger and choose where run reports go.
- 5Test with one real pending invite and check that the returned context is useful.
Questions about this workflow
Does it accept or reject the invite?
No. The workflow searches for context and reports it; the listed Dovetail action does not manage Box invitations.
What information can it search with?
It can use invite details made available by the trigger. If a needed detail is unavailable, include it in the prompt or handle it separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Dovetail. A trigger fires from one place; an action lands in another.
Box 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.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
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 File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
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.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
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."
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
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.
Box and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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