Capture updated survey evidence in Dovetail
When survey results change, record the revised evidence so your next review reflects the latest file.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Action
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Why this helps
Teams can keep discussing an earlier version of survey results after a file has been revised.
- Bring revised survey evidence into Dovetail.
- Reduce confusion about whether a summary reflects the latest file.
- Keep the updated record concise and reviewable.
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 survey updates.
- 3Tell Notis to summarize substantive changes to survey results and create a Dovetail data point in the intended channel.
- 4Choose the Google Drive File Updated trigger and where run reports should go.
- 5Test with one real survey file update and check that the revised evidence is clear.
Questions about this workflow
Will every file edit create another data point?
Your instruction should focus on substantive changes to survey evidence. Review a real example to decide how to avoid redundant records.
Does it compare new results with an earlier version?
Only when the earlier version or baseline is available to Notis. Provide missing comparison data in your instruction or source material.
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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