Turn research updates into Dovetail insights
When a document changes, ask Notis to look for a meaningful new finding and capture it as an insight in Dovetail.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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
Updated research can change a conclusion, but teams may not notice the new evidence or revisit their insights.
- Bring substantive research changes to the team's attention.
- Capture a clear finding without rereading the whole document manually.
- Keep insight creation tied to updated source material.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Dovetail once in the Notis portal.
- 2Create an automation and name it for research updates.
- 3Tell Notis to review updated research documents and create an insight only when the change supports a clear finding.
- 4Choose the Google Drive File Updated trigger and a report destination.
- 5Test with one real document update and review the resulting insight.
Questions about this workflow
Will every edit create an insight?
Your instruction should ask Notis to create an insight only when the changed content supports a meaningful finding.
Can the automation update an existing insight?
This workflow creates an insight. It cannot guarantee that an existing insight is found or updated unless your instruction and available Dovetail actions support that.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Dovetail. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
File Created
Triggers when a new file is created in Google Drive.
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'."
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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."
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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