Dovetail for AI agents

Agents read Dovetail at once. Changes and sends are held for a person's approval by default.

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About Dovetail

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.

What an agent can do in Dovetail

Every Dovetail action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Dovetail without asking first. 25 actions.

Get ContactTool to retrieve details of a specific contact. Use when you have confirmed the contact ID and need full contact metadata from Dovetail.
Get DataTool 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 DocTool 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 InsightTool to retrieve details of a specific insight by ID. Use when you need full insight metadata from Dovetail.
Get ProjectTool to retrieve details of a specific project. Use when you have confirmed the project ID and need full project metadata from Dovetail.
List DocsTool 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 InsightsTool 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 pagina
List User DocsTool 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).
Export DataTool to export data in HTML or Markdown format. Use when you need to retrieve a formatted version of data items from Dovetail.
Export DocTool 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 InsightTool 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
Export NoteTool 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.

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Get FileTool to retrieve details of a specific file by its ID. Use when you need file metadata, download URL, or processing status from Dovetail.
Get FolderTool to retrieve details of a specific folder. Use when you have confirmed the folder ID and need full folder metadata from Dovetail.
Get NoteTool to retrieve details of a specific note. Use when you have confirmed the note ID and need full note metadata from Dovetail.
Get Token InfoRetrieves 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.
List ContactsRetrieves 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 lar
List DataTool 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
List FoldersTool 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 HighlightsList 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
List NotesList 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. Retu
List ProjectsTool to list all projects in Dovetail. Use after authenticating with a valid workspace token when you need to retrieve the full project list.
List TagsList 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 InsightsList 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 use
Magic SearchTool to perform a magic search across workspace data. Use when you need to retrieve relevant highlights, notes, insights, channels, themes, or tags by query.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 26 actions.

Create DataTool 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 projec
Create DocTool 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. T
Create NoteTool 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
Create ProjectTool to create a new project in your Dovetail workspace. Use when you need to create a project to organize research data.
Update ContactTool to update an existing contact in Dovetail. Use when you need to modify a contact's name, email, or custom fields.
Update DataTool to update a data item in Dovetail. Use when you need to modify the title or fields of an existing data item.
Update DocTool to update a doc in Dovetail. Use when you need to modify a doc's title or custom fields.
Update InsightUpdates 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 NoteTool 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'".
Create ChannelCreates 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 revi
Create ContactTool to create a new contact in Dovetail. Use when you need to register a contact before logging interactions.
Create Data PointTool to create a data point within a channel. Use after capturing new content to record and classify it in Dovetail.

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Create InsightCreates 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
Create TopicTool 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 ChannelTool 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 DataTool 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 DocTool 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 InsightTool 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 NoteTool 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 TopicTool 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."
Import Data FileTool 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 FileTool 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 FileTool 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
Import Note FileTool 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.).
Update ChannelTool to update an existing channel's title or context. Use after confirming the channel ID and fields to change.
Update TopicTool 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'".

Changes wait in Needs you

Changes and sends in Dovetail are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Dovetail questions

Can an agent change data in Dovetail on its own?

Not by default. Changes and sends in Dovetail are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Dovetail?

This connector lists 25 read actions. Reads run at once, without waiting for approval.

How does Dovetail connect?

It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Dovetail to your agents.

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