Lesson 1: Meet your first project

A project is its own database where you can dive deep into a specific topic or area of interest and transform your data into insights. In this lesson, you will learn how to create a project, what you can use projects for as well as setting up automation for transcribing, summarizing, and analyzing data in your first project.

Projects are a space for you to thoroughly analyze data-rich sources like customer interviews, usability tests, sales calls, or surveys to draw very detailed insights.

Projects can also house existing research, so it's always on hand and able to be referenced by your team.

• To create a project, navigate to + New and select Project.

• From there, you can start from one of our templates or from a blank project. We recommend that you start from our Customer interviews template as it contains a simple starting set of tags that you can work with.

We know that analyzing qualitative data can be time-consuming. Projects help automate the repetitive parts of analysis and will do the work in transcribing any video or audio files upon import, generating summaries of your data, and surface notable quotes for you to review.

• When creating a new project, Dovetail's magic automation is turned on by default. You can decide how much AI you want working with your data by clicking on the orange icon to open the magic automation settings.