Find related research when a task changes
Bring relevant customer evidence into focus whenever a research task is updated.
Trigger
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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
Teams repeat searches because related Dovetail evidence is hard to find at decision time.
- Reduce repeated searching
- Add evidence to active work
- Improve decision context
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Dovetail in Notis.
- 2Create an automation for contextual research search.
- 3Tell Notis to run Magic Search using the updated task title and notes, then summarize the most relevant results.
- 4Pick Task Updated as the trigger.
- 5Choose a report channel and test with one active research task.
Questions about this workflow
What does the search return?
Magic Search can return relevant highlights, notes, insights, channels, themes, or tags.
Can it search only one project?
Include the project name or identifier in the task details when that constraint is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Dovetail. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
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'."
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
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.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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 Tasks and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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