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Help centerDovetail AcademyAdvancing your analysis

Analyze different data types in projects

Dovetail isn't just for surfacing findings in video and interview notes. Learn how to analyze documents and spreadsheet data brought in from OneDriveGoogle Drive, Zoom, and Zapier and enrich your customer understanding further.


Import documents

Conduct secondary research and draw connections between your customer data and broader industry trends. Bring in existing documentation, academic papers, presentations, and market and competitor reports as raw data in your notes to be tagged and surfaced in your insights.

You can upload documents into notes from your device, Google Drive or OneDrive.

  • To do this, open your project, go to Notes and select Import data Browse.

  • Once your document is uploaded, open the note and preview your document to tag.

Supported document types include:

  • PDFs (.pdf)

  • Microsoft Word documents (.docx)

  • Microsoft Powerpoint files (.pptx)

  • Keynote presentations (.key)

  • Apple Pages (.pages)

  • Google cloud documents, sheets, slides or drawings. They will be imported as a static PDF.


Import spreadsheet data

You can also create multiple notes at once from a spreadsheet. This is handy for importing data like NPS feedback, survey responses, and customer feedback to bring in to Dovetail.

🎓 Homework

Review available integrations and connect any relevant tools to your Dovetail account. From there, start a blank project and upload a document as a note to highlight.

Tag documents today


Make sense of your data
Import data to projects
Make sense of your data
Highlights and tags
Emily Brogan

Customer Education


Next lesson

Create and maintain tags

Create and maintain tags

Last updated21 August 2024
Duration3 min

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