Find reusable Dovetail notes from Todoist
Start from the notes you already have instead of rebuilding context from memory.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Notes
Tool to list all notes in dovetail. use after confirming you have a valid workspace token and need to retrieve the full note list.
Why this helps
Useful notes are buried in Dovetail while new tasks repeat the same discovery work.
- Reuses existing research faster
- Reduces duplicated interviews and analysis
- Improves continuity across projects
Setup
Build it in a few focused steps.
- 1Connect Todoist and Dovetail once in Notis.
- 2Create an automation for note lookup.
- 3Tell Notis to list Dovetail notes related to each new Todoist task and summarize reusable evidence and open questions.
- 4Select Todoist New Task Created and choose a report destination.
- 5Test with one task tied to prior research.
Questions about this workflow
Can it search by task wording?
Yes. Ask Notis to use the task title and context as the search basis, while reporting when the wording is too broad.
Does this modify notes?
No. It uses List Notes to retrieve and summarize existing notes.
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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