What to Ask Leina to Do with Dovetail
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Find matching data and export the selected record for a focused summary.
Find Dovetail data in project [project ID] matching [title or date range]. Export selected record [data ID] as Markdown and summarize [research question].
Structure supplied notes and create a new project data record.
Organize these notes [notes] around [research question] and create a Dovetail data record in project [project ID] titled [title].
Get Started with Dovetail
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Connect Your Account
Connect a Dovetail personal API key.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Dovetail Capabilities
Dovetail organizes research data within projects. Record exports provide text for analysis, while creation and field updates keep research notes structured.
- Find and Export Research Data
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List projects and data, retrieve individual records, and export their content as HTML or Markdown.
- List Projects
- List Data
- Create and Update Data Records
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Create data with initial content; update existing titles and structured fields.
- Create Data
- Update Data
View All 7 Actions
- Get Token Info
- List Projects
- List Data
- Get Data
- Create Data
- Update Data
- Export Data
Frequently Asked Questions
Which export formats can I use?
Choose Markdown or HTML when exporting a research data record.
How can I find the relevant research data?
Provide a project ID, title keywords, or creation date range to narrow the records.
Can AI replace an existing record’s body?
Existing record updates cover the title and fields. Body content can be supplied when creating a new record.
Your AI employee for Dovetail
Tell Leina what you need in your team chat. Include the source, destination, and expected result.