Find the right project for incoming research
Reduce the time spent figuring out where new research belongs by using the email context to identify relevant Dovetail projects.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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 research arrives without an obvious home, so filing decisions get delayed.
- Shorten the search for a relevant research project.
- Make project triage easier to resume.
- Avoid guessing when project context is unclear.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to recognize incoming research emails, list Dovetail projects, and summarize likely project matches from the available context for review.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real research email and confirm the suggested project matches.
Questions about this workflow
Will this assign the email to a project?
This workflow lists projects and identifies likely matches for review. It does not create a project assignment.
What if the email does not contain enough context?
The match will be uncertain. Include relevant project names or criteria in your instruction if they are needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Dovetail. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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'."
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
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.
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.
Gmail and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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