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Keep private-team research milestones from getting lost

When an issue update records what the team learned from customers, turn that milestone into a concise Dovetail insight.

Trigger

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

Action

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'."

Why this helps

Research progress can remain hidden in a private issue history, making it harder to reuse later or explain decisions.

  • Make research milestones easier to reuse
  • Keep decisions grounded in saved findings
  • Reduce the burden of re-reading issue history

Setup

Build it in a few focused steps.

  • 1Connect Linear and Dovetail to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis conversationally for this workflow.
  • 3In one plain-language instruction, ask Notis to create a Dovetail insight when a private issue update records a substantive customer research milestone.
  • 4Pick the Private Team Issue Properties Updated trigger and choose a channel for run reports.
  • 5Test with one real private issue update that contains a research finding.

Questions about this workflow

What counts as a research milestone?

Examples include a validated need, a finding from interviews, or a decision grounded in customer evidence.

Will every property change make an insight?

Tell Notis to create insights only when the update clearly records a research milestone.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Dovetail. A trigger fires from one place; an action lands in another.

Linear triggers

Dovetail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Channel

Tool to create a new channel in dovetail. use after confirming channel details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Create Data Point

Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

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'."

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Create Topic

Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.

ActionInstant

Private Team Comment Created

Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

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."

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

Connect any two apps with Notis in the middle.

Linear and Dovetail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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