Bring relevant Dovetail notes into campaign review
Give campaign reviews the notes they need without a separate research hunt.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Action
List Notes
Tool to list all notes in dovetail. use after confirming you have a valid workspace token and need to retrieve the full note list.
Why this helps
Past interview and feedback notes are often buried when teams review campaign outcomes.
- Reduces research hunting
- Adds customer context to campaign analysis
- Makes review preparation repeatable
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Dovetail once in Notis.
- 2Create an automation describing which notes should be retrieved for the campaign.
- 3Pick the Mailchimp Campaign Trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real campaign event.
Questions about this workflow
Can notes be filtered by campaign topic?
Tell Notis which campaign details or themes to use when retrieving notes.
Does this create a new note?
No. It lists existing Dovetail notes for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Dovetail. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
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'."
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dovetail.