Check user insights before following up
Bring known user context into follow-up work before asking the same questions again.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List User Insights
Tool to list insights for a specific user. use when you need to retrieve all personal insights associated with a user id.
Why this helps
Teams lose time when follow-up tasks ignore insights already tied to the user.
- Reduces repeated user questions
- Improves personalized follow-up
- Keeps task execution evidence based
Setup
Build it in a few focused steps.
- 1Connect Todoist and Dovetail in the Notis portal.
- 2Create an automation for user insight lookup.
- 3Tell Notis to retrieve Dovetail user insights when a new Todoist task names a user, then summarize relevant context and missing identifiers.
- 4Pick Todoist New Task Created and choose a report channel.
- 5Test with one task that includes a confirmed Dovetail user id.
Questions about this workflow
What identifier is required?
The action needs a confirmed Dovetail user id. If the task does not provide one, ask Notis to report that it cannot safely match the user.
Can it expose private details?
Instruct Notis to return only the minimum context needed for the task and follow your workspace access rules.
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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