Create a monthly customer support retrospective
Close the month with a clear record of what customers struggled with and why.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Monthly support reviews often end in slides without a durable, searchable research record.
- Creates durable monthly learning
- Supports cross team review
- Makes trends easier to compare
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Dovetail once in Notis.
- 2Create an automation named Monthly Ticket Retrospective.
- 3Tell Notis to analyze the webhook ticket sample and write a Dovetail insight covering themes, evidence, unresolved questions, and limitations.
- 4Choose a webhook trigger and a report channel.
- 5Test with one real monthly sample.
Questions about this workflow
Can it compare prior months?
Yes, if prior retrospectives or baseline data are available in the supplied payload or Dovetail.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Dovetail. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Create Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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