Dovetail connector for Okou
Connect Dovetail to search and manage customer research, feedback, notes, data, insights, channels, contacts, and workspace metadata.
Docs & knowledge · API Token
Use Dovetail in Okou
Use Dovetail to search customer research and feedback, read or export projects, notes, data, insights, highlights, tags, contacts, and token metadata, and perform explicitly authorized Dovetail writes or AI summaries.
Once connected, supported Dovetail actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Dovetail
- Read current Dovetail API token metadata.
- Run Dovetail Magic Summarize over selected highlights, notes, insights, themes, or tags; access may be plan-gated.
- Add a data point to a Dovetail channel for analysis.
- Read a Dovetail data item's HTML or Markdown export.
- Create Dovetail workspace contacts.
- Read Dovetail workspace projects.
- Search Dovetail highlights, notes, insights, channels, and themes.
- Read Dovetail data item lists and records.
How the Dovetail connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Dovetail
Choose API Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Dovetail securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Dovetail connector questions
- What can Okou do with Dovetail?
- Connect Dovetail to search and manage customer research, feedback, notes, data, insights, channels, contacts, and workspace metadata. Documented actions include: Read current Dovetail API token metadata. Run Dovetail Magic Summarize over selected highlights, notes, insights, themes, or tags; access may be plan-gated.
- How do I connect Dovetail to Okou?
- Connect Dovetail using API Token. The connection controls which supported actions a workflow can use.
- Can Dovetail run in an automated workflow?
- Yes. After it is connected, supported Dovetail actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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