Dovetail by Maxmel Tech

dovetail is a research platform that helps teams collect, analyze, and share customer insights integrating with make com enables automated workflows for managing research data, streamlining collaboration and insights sharing across tools 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 https //docs dovetail com/ 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 account and an api token, https //dovetail com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/dovetail community/ click the install button 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 token,bearer authentication api token instructions you need to generate your api token from your account settings go to your account settings on the dovetail platform enter a label for the key and create the key copy the generated api token (it will be displayed only once) bearer authentication instructions you need to generate an api token login to your dovetail account using your credentials navigate to the account settings section enter a label for the new api token and create the key copy the generated api token, which is displayed only once and is prefixed with api 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz page 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 additional information within that project create a note creates a brand new note, allowing you to easily capture and organize your information create a summarize this module takes a list of highlights, notes, insights, or themes and creates a concise summary for you, making it easier to quickly understand the main points delete a note permanently removes a selected note from your account export a note this module lets you export a specific note in your chosen format—either html or markdown—making it easy to share or back up your notes just the way you need 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 specified url and saves it as a file, making it easy to bring external content directly into your workflow import a file to a note this module lets you add a file directly to a note by importing it from a specified url 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, helping you quickly locate important information you've previously saved list insights searches for specific insights within your data, helping you quickly find and retrieve the information you need 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 connected service, enabling you to access 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 this module activates whenever a new highlight is created, allowing you to automatically take action whenever fresh highlights become available watch insights triggers whenever a new insight is generated, allowing you to automatically take action or receive updates as soon as fresh analytical data becomes available watch notes triggers whenever a brand new note is added, allowing you to automatically start workflows each time a note is created templates you can look for more templates in https //www make com/en/templates , 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 https //dovetail com https //docs dovetail com/ https //developers dovetail com/reference https //www make com/en/integrations/dovetail community