Review Dovetail notes from an external research intake
Give every incoming research request a fast evidence review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Notes
Tool to list all notes in dovetail. use after confirming you have a valid workspace token and need to retrieve the full note list.
Why this helps
External requests arrive without a consistent way to check existing notes first.
- Standardize intake reviews
- Reduce duplicate work
- Return useful context quickly
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Dovetail in Notis once.
- 2Create an automation and describe how to use the webhook payload as a Dovetail note query, then summarize relevant notes and gaps.
- 3Choose a Notis webhook trigger and send a sample payload.
- 4Select a report channel, then test with one real intake request.
Questions about this workflow
What should the webhook payload include?
Include the research question, project context, and any identifiers you want Notis to use in the Dovetail search.
Can this create notes?
This workflow lists notes and summarizes them; creating new content would require a separate action.
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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