Turn Outlook research emails into Dovetail data points
Keep valuable customer evidence out of your inbox and inside your research workspace.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Why this helps
Research findings stay buried in long email threads and are easy to forget.
- Capture evidence while it is fresh
- Reduce manual copy and paste
- Keep research classification consistent
Setup
Build it in a few focused steps.
- 1Connect Outlook and Dovetail in Notis once.
- 2Create an automation and describe that each new research email should be summarized into one Dovetail data point with source context.
- 3Pick New Outlook Message as the trigger.
- 4Choose a report channel, then test with one real research email.
Questions about this workflow
Can this process attachments?
Only content returned by the Outlook connection can be analyzed; supply attachment text separately if it is unavailable.
Where is the data point created?
Notis creates it in the Dovetail workspace available to your connected account.
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.
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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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'."
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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."
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.
Outlook and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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