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Notis

Synthesize board activity into insights

See patterns across the work without rereading every activity thread.

Trigger

New Activity Trigger

Triggered when there is activity in Trello.

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

Founders miss recurring themes because useful signals are spread across many updates.

  • Surfaces recurring patterns
  • Reduces manual review
  • Creates decision-ready summaries

Setup

Build it in a few focused steps.

  • 1Connect both apps in the Notis portal.
  • 2Create an automation describing which activity patterns should become a Dovetail insight.
  • 3Choose New Activity as the Trello trigger.
  • 4Set report delivery and test with a representative activity event.

Questions about this workflow

Does one activity event provide enough evidence?

Ask Notis to create an insight only when the event includes sufficient context, otherwise record a data point or flag the gap.

Can it focus on customer feedback?

Yes. State the feedback markers or labels that should be prioritized.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Trello to Dovetail. A trigger fires from one place; an action lands in another.

Trello triggers

Dovetail actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Channel

Tool to create a new channel in dovetail. use after confirming channel details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.

ActionInstant

Card Archived Trigger

Triggered when a card is archived in the specified board

TriggerInstant

Create Data Point

Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.

ActionInstant

New Activity Trigger

Triggered when there is activity in Trello.

TriggerInstant

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'."

ActionInstant

New Board Trigger

Triggered when a board is created in the specified workspace

TriggerInstant

Create Topic

Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.

ActionInstant

New Card Trigger

Triggered when a card is created in the specified board

TriggerInstant

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.

ActionInstant

Card Updated Trigger

Triggered when a specific card is updated

TriggerInstant

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."

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Trello and Dovetail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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