Capture interview follow-ups as Dovetail insights
Keep interview learning attached to the work it came from, ready for the next decision.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
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'."
Why this helps
Interview follow-up tasks get completed without the underlying learning being recorded.
- Preserves interview context during follow-up
- Creates reusable findings for decision making
- Makes handoffs easier for collaborators
Setup
Build it in a few focused steps.
- 1Connect Todoist and Dovetail in the Notis portal.
- 2Create an automation for interview follow-up capture.
- 3Tell Notis to create a Dovetail insight from each qualifying Todoist task, using only the task context and any supplied interview notes.
- 4Choose Todoist New Task Created as the trigger and select a report destination.
- 5Test with one interview follow-up task and review the insight.
Questions about this workflow
Does the workflow read the full interview transcript?
Only if transcript content is available in the event context or you provide it through the instruction. Otherwise it records what the task contains and flags missing evidence.
Can I ask for a specific insight format?
Yes. Include the structure you want, such as observation, evidence, and implication, in the plain language instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dovetail.