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Notis

Search Dovetail after research plans change

See the research context behind a changed plan before you reschedule decisions.

Trigger

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

Action

Magic Search

Tool to perform a magic search across workspace data. use when you need to retrieve relevant highlights, notes, insights, channels, themes, or tags by query.

Why this helps

A moved or canceled session can affect assumptions that nobody revisits.

  • Surface related evidence quickly
  • Understand impact of changes
  • Reduce missed dependencies

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Dovetail once.
  • 2Create an automation telling Notis to extract the changed event topic and run a Dovetail Magic Search for related evidence.
  • 3Choose Calendar Event Changes as the trigger.
  • 4Select a report channel and test with one changed research event.

Questions about this workflow

Can it identify downstream tasks?

Only if those tasks appear in the Dovetail results or event context.

Does it modify the calendar?

No, this workflow only searches Dovetail and reports findings.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Outlook to Dovetail. A trigger fires from one place; an action lands in another.

Outlook 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

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

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

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

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

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

Create Topic

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

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

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

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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

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.

Outlook and Dovetail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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