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Connect new discussion messages to existing research

See whether a new question or idea connects to something your research workspace already holds.

Trigger

New Canvas Discussion Message

Polls Canvas discussion topics for new messages.

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 helpful comment can arrive without the background needed to connect it to earlier findings.

  • Reveal related research when a new message arrives.
  • Reduce repetitive searching across notes and highlights.
  • Keep the message and search evidence distinct.

Setup

Build it in a few focused steps.

  • 1Connect Canvas and Dovetail once in Notis.
  • 2Create an automation in the portal or by describing it to Notis.
  • 3Ask Notis to search Dovetail for relevant context using each new message and available topic details, then summarize matches with sources.
  • 4Pick the New Canvas Discussion Message trigger and choose where run reports go.
  • 5Test with one real discussion message.

Questions about this workflow

Will it determine that two messages are definitely related?

It can surface search matches, but should describe relevance as a result to review rather than a confirmed relationship.

What happens when nothing matches?

Notis should report that no relevant Dovetail context was found.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Canvas to Dovetail. A trigger fires from one place; an action lands in another.

Canvas 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

Canvas Assignment Graded

Polls Canvas for newly graded submissions for a specific assignment.

TriggerPolling

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 Canvas Assignment Submission

Polls Canvas for new submissions to a specific assignment.

TriggerPolling

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 Canvas Discussion Message

Polls Canvas discussion topics for new messages.

TriggerPolling

Create Topic

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

ActionInstant

New Canvas Discussion Topic

Polls a Canvas course for new discussion topics.

TriggerPolling

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

New Course Created for User

Polls Canvas for newly created courses for a specific user.

TriggerPolling

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

New Canvas File Upload

Polls a Canvas course for new file uploads.

TriggerPolling

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.

Canvas and Dovetail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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