Dovetail by Maxmel Tech

dovetail is a platform that transforms raw customer feedback into actionable insights using ai, helping teams analyze, document, and collaborate efficiently integrating with make com enables automated workflows, streamlining feedback collection and insight 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 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 bearer token, create your account on dovetail app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 oauth2 0,api key oauth2 0 instructions you need to configure authentication settings as a workspace admin login to your dovetail platform using your admin credentials navigate to settings select authentication settings enable single sign on (sso) if available on your plan follow the prompts to configure sso and retrieve the required credentials, such as client id and client secret api key instructions you need to obtain your allowed email domain and configure authentication settings login to the dovetail platform using your credentials navigate to settings select authentication settings locate the domains section and enter your allowed email domain if not already set 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 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 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 takes a list of highlights, notes, insights, or themes and creates a concise summary, helping you quickly understand the main points from your collected information delete a note permanently removes a specific note from your account export a note this module allows you to export an individual note in your chosen format, either as html or markdown, making it easy to share or back up your notes in the format that best suits your needs 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 in your chosen location import a file to a note uploads a file from a specified url directly into a note, making it easy to attach external documents or images to your notes list data finds and retrieves data that matches the criteria you define, helping you quickly locate specific information based on your search parameters list highlights searches for specific highlights within your data, helping you quickly find and access important information list insights searches for and retrieves specific insights from your data, helping you find valuable information quickly list notes searches for notes that match the criteria you set, helping you quickly find specific notes based on your chosen filters make an api call allows you to make any authorized api request to the service, giving you flexibility to interact with endpoints that may not have dedicated 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, allowing you to automatically take action each time a new piece of highlighted content becomes available watch insights triggers whenever a new insight is generated, allowing you to automatically take action or receive updates as soon as fresh insights become 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 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