Find the right Dovetail project for each task
Route new research work to the project context your team already uses.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Projects
Tool to list all projects in dovetail. use after authenticating with a valid workspace token when you need to retrieve the full project list.
Why this helps
Tasks refer to initiatives informally, so people waste time searching for the matching Dovetail project.
- Speeds up research routing
- Reduces duplicate project creation
- Improves handoff clarity
Setup
Build it in a few focused steps.
- 1Connect Todoist and Dovetail in Notis.
- 2Create an automation for project context lookup.
- 3Tell Notis to list Dovetail projects and identify likely matches for each new Todoist task, reporting uncertainty.
- 4Select Todoist New Task Created and choose where reports go.
- 5Test with one task that names a research initiative.
Questions about this workflow
Will this create or update a project?
No. It uses List Projects to report matching project context.
How are ambiguous matches handled?
Ask Notis to return the top candidates and explain which task wording led to each match.
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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