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Notis

Create Dovetail topics from recurring email themes

Give emerging themes a home before they disappear into your inbox.

Trigger

New Outlook Message

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

Action

Create Topic

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

Why this helps

New themes lack a consistent place for your team to collect evidence.

  • Organize emerging themes quickly
  • Reduce duplicate categorization work
  • Make future analysis easier

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Dovetail in Notis.
  • 2Create an automation telling Notis to identify a genuinely new theme in each incoming research email and create a Dovetail topic when appropriate.
  • 3Select New Outlook Message as the trigger.
  • 4Choose a report channel and test with one email containing a clear theme.

Questions about this workflow

How does Notis avoid weak topics?

Your prompt can require clear evidence and skip messages that do not support a distinct theme.

Can it add a description?

Yes, the automation can ask Notis to include a concise description grounded in the email.

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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