Bring relevant research highlights to new questions
When someone asks a research question, find useful Dovetail highlights without leaving the inbox context.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
List Highlights
Tool to list all highlights in dovetail. use after authenticating with a valid workspace token when you need to retrieve the complete highlight list.
Why this helps
Relevant research highlights are hard to recall when a question needs a timely answer.
- Surface recorded highlights that may answer a question.
- Reduce context switching during research triage.
- Make evidence easier to review before responding.
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 questions, list Dovetail highlights, and summarize those relevant to the question.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real question and review the highlights returned.
Questions about this workflow
Does this search all Dovetail data?
This action lists highlights. For broader workspace search across content types, use a workflow based on Magic Search.
Will the highlights fully answer every question?
Not necessarily. The workflow surfaces relevant recorded highlights for review; missing evidence remains missing.
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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