Open a research channel from a Todoist project task
Give planned research a shared workspace before the first note or transcript arrives.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Why this helps
Project planning and research storage start in separate places, creating avoidable setup work.
- Creates shared structure early
- Standardizes channel descriptions
- Helps collaborators find the right workspace
Setup
Build it in a few focused steps.
- 1Connect Todoist and Dovetail in the Notis portal.
- 2Create an automation for research project setup.
- 3In one instruction, ask Notis to create a Dovetail channel for qualifying Todoist project tasks using the task context for name and description.
- 4Pick Todoist New Task Created and choose where reports should go.
- 5Test with one project setup task.
Questions about this workflow
Can it include project goals?
Yes, if the Todoist task or instruction includes them. Ask Notis to preserve goals in the channel description.
What happens if project details are incomplete?
Notis should report the missing details instead of inventing them.
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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