Orient new members with Dovetail projects
Help new collaborators understand the active research landscape immediately.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
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 teammates lose time asking where projects live and which studies are active.
- Speed up researcher onboarding
- Reduce repeated orientation questions
- Expose current project structure
Setup
Build it in a few focused steps.
- 1Connect Discord and Dovetail once in Notis.
- 2Create an automation named Researcher project orientation.
- 3Tell Notis to list active Dovetail projects and summarize them for qualifying new members.
- 4Pick the New Member Joined trigger and choose a report channel.
- 5Test with one real member event.
Questions about this workflow
Can it run only for researchers?
Yes. Define the Discord role or cohort that qualifies.
Does it invite the member to Dovetail?
No. It retrieves project information for orientation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Dovetail. A trigger fires from one place; an action lands in another.
Discord 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 Discord Message Trigger
Polls a specific Discord channel for new messages.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
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'."
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
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.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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."
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.
Discord and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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