Capture context for new research contacts
Preserve why a new contact matters before the context fades.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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
Contact notes are often too thin to guide future research conversations.
- Preserve relationship context
- Improve interview outreach preparation
- Reduce memory load
Setup
Build it in a few focused steps.
- 1Connect Outlook and Dovetail in Notis.
- 2Create an automation asking Notis to record research relevant context from each new Outlook contact as a Dovetail data point, while marking unknown details.
- 3Select New Contact Added as the trigger.
- 4Choose a report channel and test with one contact record.
Questions about this workflow
What if the contact has no notes?
Notis can record only the available details and identify what is missing.
Does this replace the contact record?
No, it adds a data point for context while the contact remains a separate record.
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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