Customer intelligence platform for research, insights, and qualitative analysis. Connect Dovetail to AI agents, automate workflows, and scale with confidence.
Start from Dovetail’s Watch Notes trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.
Add Delete a Note as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.
Dovetail brings 17 ready-made steps for marketing work, and every run records what went in and what came back.
Dovetail workflow on the canvas: Watch Notes then Delete a Note
Everything you need to know about connecting Dovetail to your workflows.