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Notis

Check for duplicate research before adding feedback

Know whether a new answer confirms an existing finding or opens a new line of inquiry.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

Action

Magic Search

Tool to perform a magic search across workspace data. use when you need to retrieve relevant highlights, notes, insights, channels, themes, or tags by query.

Why this helps

Teams create parallel themes because they cannot quickly see what research already covers.

  • Prevents redundant research artifacts
  • Separates confirmation from novelty
  • Keeps synthesis cleaner

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Dovetail in Notis once.
  • 2Create a new automation and name it.
  • 3Tell Notis to use Magic Search to find similar Dovetail research and classify the response as confirming or novel.
  • 4Pick the Typeform New Form Response trigger.
  • 5Choose a report channel and test with one real submission.

Questions about this workflow

Can it use a similarity threshold?

Yes. Describe the evidence required for a response to count as a match.

Does it delete duplicates?

No. It reports likely overlap so you can decide what to do.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Typeform 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

New Form Response

Triggers when a respondent completes and submits the form.

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

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

Create Topic

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

ActionInstant

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

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.

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

When this happens · Trigger

Do this · Action

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