Productivity & Project Management

Connect Dovetail to Your AI Agents

Enable your Wkil agents to search research data, log new insights and notes, and retrieve highlights through a secure Dovetail integration.

Authentication: API key

Build with Dovetail

What you can do

Search across research notes and insights
Record new insights and notes
Retrieve highlighted research excerpts

Available capabilities may vary by authentication and workspace configuration.

Actions supported by the connector

51 verified tools

Create Insight

Record a new research insight in a project.

Magic Search

Search across research notes, insights, and data for a topic.

Create Note

Add a new research note tied to a project.

List Highlights

Retrieve highlighted excerpts tagged in research data.

Create Project

Create a new research project in the workspace.

Create Channel

Create a new channel to organize and collect feedback data.

Create Doc

Create a document with text content and custom fields in a project.

Create Contact

Add a new contact record for research participants.

Create Topic

Create a new topic within a channel for organizing feedback.

View all verified tools (search)

Create ChannelCreate ContactCreate DataCreate Data PointCreate DocCreate InsightCreate NoteCreate ProjectCreate TopicDelete ChannelDelete DataDelete DocDelete InsightDelete NoteDelete TopicExport DataExport DocExport InsightExport NoteGet ContactGet DataGet DocGet FileGet FolderGet InsightGet NoteGet ProjectGet Token InfoImport Data FileImport Doc FileImport Insight from FileImport Note FileList ContactsList DataList DocsList FoldersList HighlightsList InsightsList NotesList ProjectsList TagsList User DocsList User InsightsMagic SearchUpdate ChannelUpdate ContactUpdate DataUpdate DocUpdate InsightUpdate NoteUpdate Topic

Practical agent use cases

An agent searches past user research for mentions of a specific feature request.
An agent logs a new insight right after a customer interview is transcribed.

How it works with Wkil

1
Choose the integration
Add Dovetail to your agent from inside the Wkil platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Related integrations

FAQ

Can the agent see all of the company's research?

Access is scoped to the projects and folders granted to the connected account.