Dovetail

51 tools available

Dovetail is an Australian software company that provides tools for transcription analysis, coding interpretation of interviews, survey responses, and feedback, enabling users to create summarized insights from their research analysis.

analytics transcription

Connect Dovetail Visit Dovetail ↗

Connect Dovetail to Definable to answer ad-hoc analytics questions, detect anomalies, auto-generate weekly summaries. Personas call Dovetail's 51 tools directly from chat or scheduled flows. Plug into a data-analysis persona to ask questions in plain English — the agent runs the queries.

Common workflows with Dovetail

Weekly anomaly digest

Query metrics from this tool
Compare against rolling baseline
Surface anomalies with reasoning

Funnel deep-dive

Pull funnel events for a date range
Compute drop-offs at each step
Generate a written analysis

Cohort answers on demand

User asks a question in chat
Agent translates it to a query
Returns numbers + a chart-ready summary

Dovetail actions 51

Every Dovetail action below is a callable tool any Definable persona can invoke.

Create Channel

Creates a new channel in Dovetail to organize and collect feedback data. Channels are containers for specific types of customer feedback such as app reviews, NPS responses, churn reasons, product reviews, or support tickets. Use this to set up a new data collection source before importing feedback data.

Create Contact

Tool to create a new contact in Dovetail. Use when you need to register a contact before logging interactions.

Create Data

Tool to create a data item in a Dovetail project with text content, title, and/or structured fields. Use when you need to capture and store research data, interview notes, or other content in a project.

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 Doc

Tool to create a doc in a Dovetail project with text content, title and/or custom fields. Use when you need to document research findings, store notes, or create structured content within a project. The doc content is stored but not returned in the response.

Create Insight

Creates a new insight in Dovetail to store synthesized research findings, observations, or conclusions. Use this tool when you need to document and save key findings from user research, interviews, or data analysis. Insights can optionally be linked to a project for better organization. Returns the created insight's ID, title, creation timestamp, and other metadata. Note: The body content is stored but not included in the response.

Create Note

Tool to create a note in a Dovetail project with text content, title and/or custom fields. Use when you need to document research notes, store interview findings, or create structured content within a project. The note content is stored but not returned in the response.

Create Project

Tool to create a new project in your Dovetail workspace. Use when you need to create a project to organize research data.

Create Topic

Tool to create a new topic in a Dovetail channel. Requires channel_id, title, and description. Use to organize feedback within channels by creating themed discussion topics.

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 Data

Tool to delete an existing data item. Use when you have confirmed the data ID and want to move it to trash (restorable for 30 days). Example: "Delete data with ID 1tFfvvAmYPCLUqb9zO8dgN."

Delete Doc

Tool to delete an existing doc. Use when you need to remove a doc and move it to the project's trash (restorable for 30 days).

Delete Insight

Tool to delete an existing insight. Use when you have confirmed the insight ID and want to move it to trash (restorable for 30 days).

Delete Note

Tool to delete an existing note. Use when you have confirmed the note ID and want to move it to trash (restorable for 30 days).

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."

Export Data

Tool to export data in HTML or Markdown format. Use when you need to retrieve a formatted version of data items from Dovetail.

Export Doc

Tool to export a doc in HTML or Markdown format. Use when you need to retrieve the full content of a doc from Dovetail in a specific format.

Export Insight

Tool to export an insight in HTML or Markdown format. Use when you need to retrieve the full content of an insight for documentation, reporting, or sharing purposes. The exported content includes the insight's title and body in the specified format.

Export Note

Tool to export a note from Dovetail in HTML or Markdown format. Use when you need to retrieve the full content of a note in a specific export format.

Get Contact

Tool to retrieve details of a specific contact. Use when you have confirmed the contact ID and need full contact metadata from Dovetail.

Get Data

Tool to retrieve details of a specific data item by ID. Use when you have confirmed the data ID and need full metadata including custom fields, files, and project information from Dovetail.

Get Doc

Tool to retrieve details of a specific doc by ID. Use when you have confirmed the doc ID and need full doc metadata from Dovetail.

Get File

Tool to retrieve details of a specific file by its ID. Use when you need file metadata, download URL, or processing status from Dovetail.

Get Folder

Tool to retrieve details of a specific folder. Use when you have confirmed the folder ID and need full folder metadata from Dovetail.

Get Insight

Tool to retrieve details of a specific insight by ID. Use when you need full insight metadata from Dovetail.

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.

Get Project

Tool to retrieve details of a specific project. Use when you have confirmed the project ID and need full project metadata from Dovetail.

Get Token Info

Retrieves information about the current API token, including its unique identifier and the associated workspace subdomain. Use this to verify which workspace the token belongs to.

Import Data File

Tool to import a public URL of a file as new data in Dovetail. Use when you need to add external files to a project.

Import Doc File

Tool to import a public file URL as a new doc in Dovetail. Use when you need to create a doc from an external file source. The file must be publicly accessible at the provided URL.

Import Insight from File

Tool to import a file from a public URL as a new insight in Dovetail. Use when you need to create an insight from an external file source such as PDFs, images, or documents. The file must be publicly accessible for Dovetail to fetch and import it. After import, the insight can be analyzed, tagged, and connected to projects.

Import Note File

Tool to import a file from a public URL as a new note in Dovetail. Use when you need to create a note by importing content from an accessible file URL (PDF, video, audio, etc.).

List Contacts

Retrieves a paginated list of contacts from a Dovetail workspace. Returns contact IDs, names, creation timestamps, and custom fields. Use cursor-based pagination (limit + start_cursor) to navigate large contact lists efficiently.

List Data

Tool to list data items in Dovetail. Use when you need to retrieve, filter, sort, or paginate through your workspace data. Supports filtering by created_at (date range), project_id, and title. Results can be sorted by created_at or title. Uses cursor-based pagination with configurable page size.

List Docs

Tool to list docs in a Dovetail workspace with optional filtering, sorting, and pagination. Use when you need to retrieve docs, optionally filtered by project, title, content, or creation date.

List Folders

Tool to get a list of folders associated with a workspace. Use when you need to retrieve folder hierarchy, search for folders by title, or navigate the folder structure with pagination support.

List Highlights

List highlights from your Dovetail workspace with optional filtering and pagination. Use this action to retrieve highlights that have been created across your notes and projects. Supports filtering by project or note, and cursor-based pagination for large result sets.

List Insights

Tool to get a list of insights associated with a workspace. Use when you need to retrieve insights with optional filtering by project, publication status, or title, and support for cursor-based pagination.

List Notes

List notes in Dovetail workspace with optional pagination and sorting. Use this tool to retrieve notes from your Dovetail workspace. Supports pagination for large result sets and sorting options. Returns note metadata including IDs, titles, timestamps, and associated project information.

List Projects

Tool to list all projects in Dovetail. Use after authenticating with a valid workspace token when you need to retrieve the full project list.

List Tags

List all tags in the authenticated Dovetail workspace. Returns tag details including title, color, highlight count, and timestamps. Supports pagination for workspaces with many tags.

List User Docs

Tool to get a list of docs associated with a user in Dovetail. Use when you need to retrieve documents for a specific user or the authenticated user (use 'me' as user_id).

List User Insights

List personal insights for a user in Dovetail. Returns a paginated list of insights including their IDs, titles, creation dates, and published status. Use DOVETAIL_GET_TOKEN_INFO to obtain a valid user_id.

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.

Update Channel

Tool to update an existing channel's title or context. Use after confirming the channel ID and fields to change.

Update Contact

Tool to update an existing contact in Dovetail. Use when you need to modify a contact's name, email, or custom fields.

Update Data

Tool to update a data item in Dovetail. Use when you need to modify the title or fields of an existing data item.

Update Doc

Tool to update a doc in Dovetail. Use when you need to modify a doc's title or custom fields.

Update Insight

Updates an existing insight in Dovetail, allowing you to modify the title and custom fields. Use when you need to revise insight information, correct titles, or update custom field values.

Update Note

Tool to update an existing note in Dovetail. Use when you need to modify a note's title, content, or custom fields. Example: "Update note 8IFq5LEC6hV1Vgsu0jPNJ with new title 'Q1 Review'".

Update Topic

Tool to update an existing topic. Use after confirming the topic ID and fields to change. Example: "Update topic with id 123... to have title 'New'".

Frequently asked questions

What can I automate with Dovetail on Definable?

Anything Dovetail exposes through its API. Common analytics workflows on Definable include answer ad-hoc analytics questions, detect anomalies, auto-generate weekly summaries. Personas can call any of the 51 Dovetail tools directly, then chain the result into another integration without you writing code.

How does Dovetail authentication work?

Dovetail uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Dovetail integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 51 Dovetail tools. You only need a separate Dovetail subscription if Dovetail itself charges per seat or per API call.

Is using Dovetail through Definable secure?

Every call from a persona to Dovetail is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Dovetail on Definable?

Sign up for Definable, open the integrations page, find Dovetail, and connect via OAuth or API key. You can immediately attach Dovetail to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Dovetail actions does Definable expose?

Definable exposes all 51 Dovetail actions as callable tools — including `Create Channel`, `Create Contact`, `Create Data`, plus 48 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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