Capture competitor research in Dovetail
Keep competitor observations in a consistent research trail instead of isolated task notes.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Competitive observations are gathered in many tasks and become difficult to compare later.
- Creates comparable research records
- Keeps source prompts visible
- Supports later synthesis across competitors
Setup
Build it in a few focused steps.
- 1Connect Todoist and Dovetail in Notis.
- 2Create an automation for competitor research capture.
- 3In one instruction, ask Notis to create a Dovetail data point from each qualifying task and preserve the competitor and question stated in context.
- 4Select Todoist New Task Created and choose a report channel.
- 5Test with one competitor research task.
Questions about this workflow
Can Notis compare competitors automatically?
This workflow records data points. Ask it to structure each point consistently, then use Dovetail analysis tools for comparison.
What if a task has no source?
Ask Notis to flag the missing source rather than create one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Dovetail. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
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'."
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
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.
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.
Todoist and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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