Keep research participant details together
When a direct message introduces someone for research, let Notis create a Dovetail contact with the available context.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
Why this helps
Potential participants are often mentioned in private messages, where names and context can be hard to find again.
- Keeps participant details out of scattered DMs
- Makes recruitment handoffs easier to resume
- Preserves the context behind an introduction
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 register research participants mentioned in Slack DMs.
- 3Describe in one plain-language instruction what counts as a participant introduction and what context to include when creating a contact.
- 4Select the Slack Direct Message Received trigger and choose a channel for run reports.
- 5Test with one real DM containing a participant introduction, then check the Dovetail contact.
Questions about this workflow
Does this trigger include channel messages?
No. This workflow uses the Slack direct message trigger, which catches DMs across DM channels.
What if a DM does not include every contact detail?
The instruction can ask Notis to use only available information and preserve the context without inventing missing details.
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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