Turn Todoist research tasks into Dovetail insights
Capture the reasoning while the task is fresh, then store a usable insight in Dovetail.
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
Research notes get scattered between task lists and the repository where decisions should live.
- Reduces copy and paste between planning and research tools
- Preserves task context for later synthesis
- Keeps research findings searchable in Dovetail
Setup
Build it in a few focused steps.
- 1Connect Todoist and Dovetail in the Notis portal.
- 2Create a new automation and name it for research task capture.
- 3Tell Notis to create a Dovetail insight from each new Todoist task, including the task title and available context.
- 4Pick Todoist New Task Created as the trigger and choose where run reports should go.
- 5Test with one real research task and review the resulting insight.
Questions about this workflow
What information can the insight include?
Notis can use the new task title and any context available in the Todoist event or your instruction. Ask it to flag missing details instead of inventing them.
Can this run only for research tasks?
Describe the rule in your plain language instruction, such as tasks containing a research label. The available event must include enough information to apply that rule.
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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