Scan Dovetail projects for monthly deck planning
See which research projects deserve a place in the next planning cycle.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Monthly planning overlooks active research because project status is spread across the workspace.
- Makes active research visible
- Improves monthly prioritization
- Reduces project status chasing
Setup
Build it in a few focused steps.
- 1Connect Dovetail in the Notis portal.
- 2Create a monthly scheduled automation and name it.
- 3Tell Notis to list projects, identify relevant changes, and summarize implications for upcoming Google Slides decks.
- 4Choose a recurring Notis cron trigger and select a report channel.
- 5Run one test cycle and confirm the summary is useful.
Questions about this workflow
Can it focus on active projects?
Yes. State the status or other supported filters in the instruction.
Does it update projects?
No. This workflow reviews projects and reports planning implications.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Dovetail. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
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.
Google Slides and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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