Skip to main content
Create Insight From Folder Png+ Existing In Indexed Db Mintlif

​
How to create a doc

A new Dovetail experience is coming on March 31, 2026. We’re updating the app’s navigation and structure. You may notice changes, as some features appear in new locations.
You can create a doc as a shareable asset that summarizes key findings and takeaways from data from a project or channel. Docs lets you generate, structure, and edit insights or reports using AI directly from chat or pre-defined frameworks. Whether you’re drafting a Voice of Customer report, Product requirements document , or Feature request, Docs helps you create a polished first draft in minutes.
To create an doc in a project:
  • Select + and toggle Doc on.
  • Next, select Create AI Doc.
  • From there, choose how you want to create your insight. You can:
    • Ask a question or write a custom prompt in chat (e.g. “Summarize key findings from customer interviews”), with the help of AI docs (beta), or
    • Select a predefined framework like Voice of Customer, Research Report, or PRD.

​
Add data to your doc

Add data to a doc from across your Dovetail workspace using the reference picker.
  • To do this, open your doc and type/within the editor to see all available options.
  • Using this menu, select References. You can search for and filter content by object type (highlights, tags, data, etc.) to select/drag and drop these directly into your doc.
  • From there, you can customize how the highlight is presented by toggling on or off the content you want to display.
By default, references won’t show project name and creator information. Dovetail will remember your preferences for each subsequent reference that is added.

​
Create a reel for your doc

You can create and embed a custom reel that stitches together key highlights created in your project. Learn how to curate and edit a highlight reel in your doc →

​
Generate a summary

Once data is added to your doc, provide a TL;DR of any long-form report with a magic summary of your doc. Doc summaries pull in information from any content added to a doc, including reels, highlights, data, text, and documents.
  • To create a doc summary, open your doc (containing embedded data) and type / within the editor to see all available options.
  • From there, select Summarize and a text summary card will be added at the top of your doc.

​
Generate summary of survey results

When importing survey data into a project, Dovetail automatically creates a doc of the results. In this doc, you will see a breakdown of each question’s results. If your original survey includes single or multi-select data types, you will also have the option to visualize each summary as a chart.

​
Update project data on docs

Adding project data (data, highlights, tags, or docs) to a doc will create a point-in-time snapshot of the object so that it will remain unchanged if the underlying data is modified or deleted.
  • To update a reference, you must have Manager or Contributor access with Can edit access to the project.
  • From there, select Update reference (↻) while hovering over it. You can also update references in bulk by with Update all from within the doc’s menu ••• in the top right.
References to objects that have been deleted will be retained, and an alert will appear on the reference to notify users that the underlying object no longer exists. References in dynamic feeds, such as search blocks, are live blocks that automatically update and will always display the most up-to-date version of any displayed references.

​
Categorize docs with fields

You can organize and store structured information about and on your dics using fields. Fields help teams categorize findings and support the discovery of prior research in Dovetail. Learn more about fields and how to use them for organizing your docs in the workspace → When a doc is published, empty fields will be hidden, making the insight cleaner and easier for your team to consume.
Fields are available in project docs only. If you’re working in a workspace doc, move it into a project to add fields.