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Notis

Explain research priority changes in Dovetail

Priority changes deserve a shared rationale.

Trigger

Task Priority Updated

Triggers when a task's priority changes. `changes[]` carries `PriorityChange` entries only.

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

Teams see a new priority but not the reasoning or research tradeoff behind it.

  • Make prioritization decisions legible
  • Reduce repeated stakeholder questions
  • Protect focus on the highest value research

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Dovetail in Notis once.
  • 2Create an automation that summarizes the priority change, cites available task context, and creates an insight with the resulting research tradeoff.
  • 3Pick ClickUp Task Priority Updated as the trigger.
  • 4Choose a report destination and test with one reprioritized research task.

Questions about this workflow

Can it include the reason for the change?

Yes, when the reason appears in task context or comments. Otherwise Notis should mark it as unknown.

Will it change the ClickUp priority?

No. This workflow records the decision in Dovetail.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Clickup 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

Folder Created

Triggers when a new Folder is created.

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

Folder Deleted

Triggers when a Folder is deleted.

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

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Create Topic

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

ActionInstant

List Created

Triggers when a new List is created.

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

List Deleted

Triggers when a List is deleted.

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

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

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.

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

When this happens · Trigger

Do this · Action

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