Track OneDrive research collaborators in Dovetail
Keep contributor context attached to the research they can access.
Trigger
Sharing Permission Added or Removed
Sharing Permission Added or Removed
Action
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Why this helps
Permission changes reveal collaboration changes that are rarely reflected in research records.
- Maintains contributor visibility
- Supports cleaner collaboration records
- Reduces manual contact entry
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Dovetail once.
- 2Create an automation that registers the collaborator and records the sharing context.
- 3Pick the Sharing Permission Added or Removed trigger.
- 4Choose reports and test with one permission change.
Questions about this workflow
What information can be recorded?
Use the available collaborator identity and item context, and state anything missing.
Does removal delete the contact?
No. The workflow can record the access change without deleting the contact.
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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