Review Dovetail contacts after research access changes
Keep collaboration follow ups aligned with who can access the source material.
Trigger
Sharing Permission Added or Removed
Sharing Permission Added or Removed
Action
List Contacts
Tool to list all contacts in dovetail. use after authenticating with a valid workspace token when you need the complete contact list.
Why this helps
Access changes can create missed handoffs when contact context is stored separately from files.
- Makes handoffs visible
- Supports timely collaborator follow up
- Connects access context to people records
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Dovetail in Notis.
- 2Create an automation that lists relevant contacts and summarizes follow up based on the sharing change.
- 3Pick the Sharing Permission Added or Removed trigger.
- 4Choose a report channel and test with one access change.
Questions about this workflow
Can it distinguish additions from removals?
Yes, include the permission direction in the requested summary.
What if the person is not in Dovetail?
The report can identify the missing contact for manual registration.
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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