List Dovetail projects for a new research task
Start research in the right project without searching by hand.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
List Projects
Tool to list all projects in dovetail. use after authenticating with a valid workspace token when you need to retrieve the full project list.
Why this helps
New tasks often lack a clear home in the research repository.
- Speed up research intake
- Reduce duplicate or misplaced projects
- Make repository structure easier to use
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Dovetail in Notis once.
- 2Create an automation that lists Dovetail projects, compares them with the new task context, and recommends the best matches with reasons.
- 3Pick ClickUp Task Created as the trigger.
- 4Choose a report channel and test with one new research task.
Questions about this workflow
Does it create a project?
No. This workflow lists and recommends existing Dovetail projects using the available context.
What if there is no match?
Ask Notis to report that clearly and suggest the project details a human should confirm.
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.
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.
Folder Created
Triggers when a new Folder is created.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Folder Deleted
Triggers when a Folder is deleted.
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'."
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
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."
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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