Get a scheduled digest of Dovetail evidence
Start a research check-in with relevant evidence already gathered from Dovetail, centered on the question your team is asking.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Magic Search
Tool to perform a magic search across workspace data. use when you need to retrieve relevant highlights, notes, insights, channels, themes, or tags by query.
Why this helps
Finding prior evidence across notes and highlights can take time away from making a decision.
- Bring relevant workspace evidence into a regular review.
- Reduce time spent searching across notes and highlights.
- Keep the search focused on a question the founder supplies.
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 the research question or theme.
- 3Tell Notis to run a Dovetail Magic Search for the supplied question and summarize relevant results.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real research question and check that the results support a decision.
Questions about this workflow
Does this search Google Drive?
No. This workflow uses Dovetail Magic Search to search workspace data. Google Drive is connected as the source app for this package, but this scheduled workflow does not read Drive files.
Does it compare results with a past baseline?
Only if you provide a baseline or the needed comparison data is available in the search results. The workflow should state when that information is missing.
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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