Bring relevant customer research into planning
Before your regular planning session, ask Notis to find Dovetail evidence related to current product priorities and prepare a short briefing.
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
Planning can default to the loudest request when the evidence behind current priorities takes too long to retrieve.
- Bring customer evidence into prioritization
- Reduce prep time before planning
- Help decisions reflect recurring themes
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.
- 3Use one plain-language instruction asking Notis to search Dovetail for evidence related to current product priorities and send a concise planning briefing.
- 4Pick a recurring Notis schedule before your planning session and choose a channel for run reports.
- 5Test with one real planning cycle and check whether the results are relevant.
Questions about this workflow
Can Notis search for specific priorities?
Describe the priorities or themes in the instruction so the search has useful context.
Does the workflow alter research records?
No. It searches for relevant evidence and reports a briefing.
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.
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 Received Trigger
Triggered when a comment is received.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Issue Created Trigger
Triggered when a new issue is created.
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'."
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
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).
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.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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."
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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