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Notis

Compare playlist content with user insights

Make content curation responsive to what users have already told you.

Trigger

New Item in YouTube Playlist

Triggers when a new item is added to a YouTube playlist.

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

Curated videos are disconnected from user-specific learning and may miss important needs.

  • Connects content to user needs
  • Surfaces relevant context
  • Improves research prioritization

Setup

Build it in a few focused steps.

  • 1Connect YouTube and Dovetail in Notis once.
  • 2Create an automation named Playlist user insight check.
  • 3Tell Notis to retrieve relevant Dovetail user insights for each new item and summarize matching needs, tensions, and unanswered questions.
  • 4Pick New Item in YouTube Playlist as the trigger and choose a report channel.
  • 5Test with one item linked to a known user segment.

Questions about this workflow

Do I need to provide a user ID?

Provide one when the workflow is for a specific user; otherwise ask Notis to search by topic or segment.

Does it create new insights?

No. This workflow retrieves and summarizes existing user insights.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Youtube 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 YouTube Activity

Triggers when a new activity is detected on a YouTube channel.

TriggerPolling

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 Item in YouTube Playlist

Triggers when a new item is added to a YouTube playlist.

TriggerPolling

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 Playlist in YouTube Channel

Triggers when a new playlist is added to a YouTube channel.

TriggerPolling

Create Topic

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

ActionInstant

New YouTube Channel Subscription

Triggers when a new channel is subscribed.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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