Answer research status requests from Dovetail notes
Give stakeholders a fast, evidence based view of research progress.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Status updates require manually checking several notes and reconstructing what changed.
- Speeds stakeholder responses
- Keeps updates evidence based
- Reduces status meeting preparation
Setup
Build it in a few focused steps.
- 1Connect Dovetail in Notis.
- 2Create an automation that lists relevant notes and summarizes progress, blockers, and open questions.
- 3Pick a Notis webhook trigger and connect the requesting system.
- 4Choose a report channel and test with one status request.
Questions about this workflow
What context should the webhook include?
Include the project name, timeframe, or research question used to find the right notes.
Can it mention blockers?
Yes, ask it to identify explicit blockers and label unknowns clearly.
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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