Organize research around the customers you serve
When your team names a segment it needs to understand better, create a Dovetail topic to collect related learning.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Why this helps
Research across different customer groups gets mixed together, making segment-specific needs harder to see.
- Gives segment-specific learning a clear organizing label
- Makes audience needs easier to compare over time
- Reduces repeated setup when a segment becomes a research focus
Setup
Build it in a few focused steps.
- 1Connect Slack and Dovetail to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to create Dovetail topics for customer segments the team intends to research.
- 3Use one plain-language instruction to identify an explicit research segment and describe it briefly without inferring unsupported traits.
- 4Select the Slack Channel Message Received trigger and choose where run reports should appear.
- 5Test with one real Slack message naming a segment research focus and inspect the resulting topic.
Questions about this workflow
Does a topic define the segment for the team?
No. The prompt can use the segment as described in Slack and avoid adding assumptions about its members.
Can this organize all existing research too?
This automation responds to new Slack messages; it does not reorganize existing Dovetail material.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Dovetail. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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'."
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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."
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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