51 available actions

What your AI agent can do in 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. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get ContactTool to retrieve details of a specific contact.
Export DataTool to export data in HTML or Markdown format.
Create ContactTool to create a new contact in Dovetail.
Create ChannelCreates a new channel in Dovetail to organize and collect feedback data.
Update ContactTool to update an existing contact in Dovetail.
Update ChannelTool to update an existing channel's title or context.

Browse all 51 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 24 actionsHide actions

Export DataTool to export data in HTML or Markdown format.
Export DocTool to export a doc in HTML or Markdown format.
Export InsightTool to export an insight in HTML or Markdown format.
Export NoteTool to export a note from Dovetail in HTML or Markdown format.
Get ContactTool to retrieve details of a specific contact.
Get DataTool to retrieve details of a specific data item by ID.
Get DocTool to retrieve details of a specific doc by ID.
Get FileTool to retrieve details of a specific file by its ID.
Get FolderTool to retrieve details of a specific folder.
Get InsightTool to retrieve details of a specific insight by ID.
Get NoteTool to retrieve details of a specific note.
Get ProjectTool to retrieve details of a specific project.
Get Token InfoRetrieves information about the current API token, including its unique identifier and the associated workspace subdomain.
List ContactsRetrieves a paginated list of contacts from a Dovetail workspace.
List DataTool to list data items in Dovetail.
List DocsTool to list docs in a Dovetail workspace with optional filtering, sorting, and pagination.
List FoldersTool to get a list of folders associated with a workspace.
List HighlightsList highlights from your Dovetail workspace with optional filtering and pagination.
List InsightsTool to get a list of insights associated with a workspace.
List NotesList notes in Dovetail workspace with optional pagination and sorting.
List ProjectsTool to list all projects in Dovetail.
List TagsList all tags in the authenticated Dovetail workspace.
List User DocsTool to get a list of docs associated with a user in Dovetail.
List User InsightsList personal insights for a user in Dovetail.

Create & communicateCreate records or send supported messagesView 13 actionsHide actions

Create ChannelCreates a new channel in Dovetail to organize and collect feedback data.
Create ContactTool to create a new contact in Dovetail.
Create DataTool to create a data item in a Dovetail project with text content, title, and/or structured fields.
Create Data PointTool to create a data point within a channel.
Create DocTool to create a doc in a Dovetail project with text content, title and/or custom fields.
Create InsightCreates a new insight in Dovetail to store synthesized research findings, observations, or conclusions.
Create NoteTool to create a note in a Dovetail project with text content, title and/or custom fields.
Create ProjectTool to create a new project in your Dovetail workspace.
Create TopicTool to create a new topic in a Dovetail channel.
Import Data FileTool to import a public URL of a file as new data in Dovetail.
Import Doc FileTool to import a public file URL as a new doc in Dovetail.
Import Insight from FileTool to import a file from a public URL as a new insight in Dovetail.
Import Note FileTool to import a file from a public URL as a new note in Dovetail.

Update & manageChange and manage existing recordsView 7 actionsHide actions

Update ChannelTool to update an existing channel's title or context.
Update ContactTool to update an existing contact in Dovetail.
Update DataTool to update a data item in Dovetail.
Update DocTool to update a doc in Dovetail.
Update InsightUpdates an existing insight in Dovetail, allowing you to modify the title and custom fields.
Update NoteTool to update an existing note in Dovetail.
Update TopicTool to update an existing topic.

Remove & cancelRemove records or cancel supported workView 6 actionsHide actions

Delete ChannelTool to delete an existing channel.
Delete DataTool to delete an existing data item.
Delete DocTool to delete an existing doc.
Delete InsightTool to delete an existing insight.
Delete NoteTool to delete an existing note.
Delete TopicTool to delete an existing topic.

Other actionsSpecialist and administrative actions.View 1 actionHide actions

Magic SearchTool to perform a magic search across workspace data.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Dovetail

How does the agent connect to Dovetail?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in Dovetail?

The page above lists the 51 actions currently available through the Dovetail connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Dovetail included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Dovetail is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Dovetail to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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