Match new slides to Dovetail projects
Route each slide to the research project that can answer its questions.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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
Teams lose time deciding where a new research finding belongs across multiple projects.
- Reduces project sorting overhead
- Keeps related findings together
- Makes ownership and follow-up clearer
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dovetail in the Notis portal.
- 2Create an automation for slide-to-project matching.
- 3Describe how Notis should compare the slide subject with Dovetail project details and report the best matches.
- 4Choose New Slide Added as the trigger and select a report channel.
- 5Test with a slide whose project is known.
Questions about this workflow
Does it move the slide or project?
No. It lists likely projects and explains the match.
What if several projects fit?
The report can rank candidates and call out the deciding evidence.
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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