Convert Confluence tasks into research insights
Give every research related task a clear evidence trail in Dovetail.
Trigger
New Task Created
Triggers when a new task (action item) is created in Confluence.
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
Action items are created quickly but their assumptions and supporting evidence disappear in project lists.
- Expose assumptions behind action items
- Create a shared research trail
- Make follow up work easier to prioritize
Setup
Build it in a few focused steps.
- 1Connect Confluence and Dovetail in Notis once.
- 2Create an automation for research tasks.
- 3Tell Notis to summarize each new task, identify the user problem, and create a Dovetail insight with suggested evidence to collect.
- 4Pick the New Task Created trigger.
- 5Select a report channel and test with one task.
Questions about this workflow
Can this handle tasks without research context?
Yes. Ask Notis to create an insight only when the task contains a user or customer evidence need.
Where should the insight be stored?
Specify the Dovetail project in your instruction, or ask Notis to flag the project choice for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Dovetail. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
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'."
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
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.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
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."
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Confluence and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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