Create Dovetail data points from new OneDrive interviews
Drop transcripts into OneDrive and keep your research workspace current automatically.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Why this helps
Interview files pile up in shared folders while insights remain trapped in unprocessed transcripts.
- Reduces manual transcript triage
- Captures evidence while context is fresh
- Keeps research consistently structured
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Dovetail in the Notis portal.
- 2Create an automation and describe how to extract quotes, themes, and a concise summary as a Dovetail data point.
- 3Pick the OneDrive File Created trigger.
- 4Choose a report channel, then test with one real transcript file.
Questions about this workflow
What should the transcript contain?
Provide a readable transcript or notes file with enough context for themes and evidence.
Can the workflow handle different file types?
Yes, as long as Notis can read the newly created OneDrive file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Dovetail. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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'."
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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."
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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