Capture survey analysis prompts in Dovetail
Keep survey questions and analysis prompts in the same research system as the answers.
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
Survey analysis starts in a task list, while the research record remains incomplete and hard to search.
- Creates a searchable record of analysis prompts
- Connects planning to research evidence
- Supports later synthesis in Dovetail
Setup
Build it in a few focused steps.
- 1Connect Todoist and Dovetail in Notis.
- 2Create an automation named for survey analysis capture.
- 3Tell Notis to create a Dovetail data point from each qualifying Todoist task and include the survey context supplied in the task.
- 4Select Todoist New Task Created as the trigger and choose a report channel.
- 5Test with one survey task and confirm the data point content.
Questions about this workflow
Can this include survey responses?
Yes, when the responses or a summary are included in the event context or your instruction. The workflow cannot retrieve unavailable response data by itself.
Where does the data point go?
Specify the Dovetail channel in your instruction or have Notis report when channel details are missing.
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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