Using Dovetail AI

Summarizing your data
Note and insight summariesAdjusting the summaryEditing an AI summary
Run automatic sentiment analysisHow to use canvas layoutData security with Dovetail AI
More articles
Help homeAnalyze your dataUsing Dovetail AI

Summarizing your data

Note and insight summaries

Save time identify key themes in interviews, documents, or customer feedback, and turn them into valuable insights using AI. Add data to your notes and insights, and we'll automatically generate a summary of the themes.

Here’s how to get started using AI to summarize your data:

  1. Add content to your note or insight.

  2. Click the "Summarize" button in the toolbar (on notes it will be under "Automation"), and your summary will be added to the top of your page.

Adjusting the summary

Once you’ve summarized, click ‘Adjust’ in the contextual menu to modify your summary, using the following options:

  • Different summary: Reruns the summarization.

  • Bullets (default for notes): Creates a bullet point summary.

  • Paragraph (default for insights):  Creates a paragraph summary.

Editing an AI summary

Anyone with edit permissions can change the text inside the AI summary card, so you can tweak the summary the AI has created.

Clicking 'Adjust' will update all the text inside the card, including any manual changes you’ve made. This cannot be undone, so if you think you might want to return to a summary, we recommend copy pasting it before you try the adjustment options.

Was this article useful?


Pete Binns

Product Designer

Article info

Last updated 5 June 2023

1 min read

Get help

Can’t find what you’re looking for? Search through our articles or contact our support team and get a response within 24 hours.

Get help

Dovetail, your insights hub

Translate your data into insights and bring your customer into every decision. Try for free.

Try for free


InsightsAnalysisScaleIntegrationsPricingLog in


About us
Security & privacyLegal

© Dovetail Research Pty. Ltd.
TermsPrivacy policy