Dovetail

dovetail is a customer intelligence platform that unifies feedback from various sources and uses ai to generate actionable insights, reports, and prototypes integrating with make com enables automated workflows, streamlining feedback analysis and enhancing cross tool collaboration for product and cx teams this is ai generated content based on official dovetail documentation the content may still contain errors—please verify important information if you have questions, contact dovetail support directly how to get support on dovetail dovetail is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=dovetail\&app slug=dovetail community\&app unique id=dovetail k3qp95 requirements to use the dovetail app in make, you must have an active dovetail account and a valid api token, create your account on dovetail app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect dovetail and {{product name}} to get started, you must first create a connection between dovetail and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to generate a personal api key from your account settings navigate to the settings section of your dovetail account locate the account subsection within settings find the section labeled personal api keys generate a new token in the personal api keys section copy and securely store the generated token, which serves as your personal api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=dovetail\&app slug=dovetail community\&app unique id=dovetail k3qp95 create the connection in {{product name}} log in in your make account , add the dovetail module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your dovetail or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application dovetail modules after connecting to the dovetail app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a data adds a new record to a specific project, allowing you to store and organize fresh data within that project's database create a note creates a brand new note, allowing you to quickly capture and save important information or ideas create a summarize this module helps you condense and organize a collection of highlights, notes, insights, or themes into a clear and concise summary, making it easier to review and understand the main points delete a note permanently removes a selected note from your account export a note this module allows you to export a single note in your chosen format—either html or markdown—making it easy to share or back up your notes in the way that works best for you get a note fetches a specific note using its unique id, allowing you to view all the details of that particular note import a file to a data imports data from a file located at a specified url directly into your workflow import a file to a note uploads a file from a specified url directly into a note, allowing you to easily attach external documents or images to your notes list data finds and retrieves data that matches the criteria you set, helping you quickly locate the information you need list highlights finds and retrieves specific highlights based on your search criteria list insights searches for detailed insights and analytics, helping you uncover valuable information from your data list notes finds notes that match the criteria you set, helping you quickly locate specific notes based on your chosen filters make an api call allows you to make a custom, authorized api request to the service, enabling you to access specific features or data not covered by the standard modules update a note updates the details of a specific note, allowing you to modify its content or other information watch highlights triggers whenever a new highlight is created or becomes available, allowing you to automatically take action whenever fresh highlighted content appears watch insights triggers whenever a new insight is generated, allowing you to automatically take action or process the latest analytical findings as soon as they become available watch notes triggers whenever a brand new note is added, allowing you to automatically start workflows whenever a note is created templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} dovetail resources you can have access to more resources related to this app on the following links dovetail website dovetail documentation dovetail api documentation dovetail page on make