Find payment research evidence before it slips off your radar
Start your weekly review with a Dovetail search for the payment themes your team is tracking.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Magic Search
Tool to perform a magic search across workspace data. use when you need to retrieve relevant highlights, notes, insights, channels, themes, or tags by query.
Why this helps
Useful payment research can be hard to revisit when it is spread across notes, highlights, and insights.
- Surface relevant Dovetail material on a predictable schedule.
- Reduce time spent remembering where payment findings were saved.
- Give weekly research reviews a consistent starting point.
Setup
Build it in a few focused steps.
- 1Connect Dovetail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis in one instruction to search Dovetail for your chosen payment research terms and summarize relevant results for review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test once with a real search query and confirm the results are relevant.
Questions about this workflow
Does this search Stripe directly?
No. It searches Dovetail workspace data. Add relevant Stripe evidence to Dovetail or provide another source separately.
Will it create a new insight from search results?
This workflow searches and reports relevant results. It does not create an insight.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Dovetail. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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'."
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
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.
Product Created Trigger
Triggered when a product is created in Stripe
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."
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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