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Notis

Receive a weekly Dovetail highlight digest

Bring the strongest customer evidence into your weekly decisions.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Highlights

Tool to list all highlights in dovetail. use after authenticating with a valid workspace token when you need to retrieve the complete highlight list.

Why this helps

Valuable highlights stay buried because nobody has time to revisit them consistently.

  • Brings evidence into planning
  • Makes strong signals easier to share
  • Reduces repeated searching

Setup

Build it in a few focused steps.

  • 1Connect Dovetail in Notis.
  • 2Create an automation that lists highlights and groups them by decision relevance.
  • 3Pick a recurring schedule.
  • 4Choose a report channel and test with one sample run.

Questions about this workflow

Can it focus on a product area?

Yes, include the product area or decision context in the instruction.

Can it include direct evidence?

Ask for concise highlight text and source context when available.

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.

TriggerScheduled

Create Channel

Tool to create a new channel in dovetail. use after confirming channel details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.

ActionInstant

Onedrivebasetrigger

Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

TriggerPolling

Create Data Point

Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.

ActionInstant

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

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'."

ActionInstant

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

TriggerPolling

Create Topic

Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.

ActionInstant

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

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.

ActionInstant

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

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."

ActionInstant

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.

TriggerPolling

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.

ActionInstant

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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No card. Works with personal or business Dovetail.