Archive sent research recaps in Dovetail
Keep the conclusions you send out available for future research synthesis.
Trigger
New Sent Message
Triggered when a new message is sent from 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
Useful recap emails disappear into Sent Items after stakeholders read them.
- Preserve decisions and observations
- Make shared recaps searchable
- Reduce repeated summarization
Setup
Build it in a few focused steps.
- 1Connect Outlook and Dovetail in Notis.
- 2Create an automation asking Notis to summarize each sent research recap into one Dovetail data point with recipients and source date.
- 3Choose New Sent Message as the trigger.
- 4Select a report channel and test with one real recap.
Questions about this workflow
Can it skip personal emails?
Yes, instruct Notis to process only messages that clearly concern research or customer learning.
Can recipients be included?
Yes, when Outlook returns the recipient details.
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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