As a product leader, understanding your users is critical. But constantly gathering and analyzing customer feedback across multiple sources can be extremely tedious without the right systems in place.
That‘s where Dovetail comes in. As a specialized platform for qualitative user research, Dovetail makes it easy to collaborate with your team to unpack insights from customer interviews, support tickets, feedback forms and more.
But to truly harness the power of Dovetail, you need to connect it to other tools you use everyday – like surveys, project trackers, databases and more. This is where automating your Dovetail workflows can be a total game changer!
Based on my experience in AI and analyzing complex datasets, here are 4 automation methods that can supercharge your Dovetail process:
1. Auto-Import Customer Feedback from Surveys
Surveys are a common way to gather product feedback at scale. But all those survey responses won‘t help if you don‘t have a good system to analyze them.
That‘s why automatically importing survey responses into Dovetail is so valuable. For example, you can create a Zap that adds new Typeform entries as Dovetail notes. This builds an always up-to-date centralized dataset of customer feedback.
Now your team can easily spot trends, compare with past surveys, and decide what product changes to prioritize based on concrete data. No more getting lost in endless survey spreadsheets!
Tools to Auto-Import Survey Data
Some great survey tools that can feed into Dovetail include:
- Typeform – Simple, engaging online forms
- SurveyMonkey – Most popular survey builder
- Hotjar – On-site surveys and user input
- Google Forms – Free and intuitive forms
2. Centralize Feedback from Your Team
Your support, success and sales teams engage with users daily. So they have valuable insights that often don‘t make their way to the product team.
That‘s why centralizing this internal feedback into Dovetail is impactful. For example, you can automatically create Dovetail notes from new HelpScout or Intercom conversations. This gives product managers visibility into common pain points and feature requests.
Tools to Centralize Team Feedback
Apps that can feed user conversations into Dovetail include:
- HelpScout – Manage support conversations
- Intercom – Chat with customers in-app
- Salesforce – Store sales call notes
- Slack/Teams – Internal team discussions
3. Connect Dovetail to Databases & Project Management
To build a great product, you need to continually analyze data and then implement changes. This means seamlessly connecting Dovetail insights to your databases and project trackers.
For example, automatically attach Dovetail analysis as tasks in tools like Asana or documents in Notion. This kickstarts important follow-up work to adjust your product based on user research.
Setting this up eliminates manualBusy work copying insights across tools. Instead your team gets auto-generated action items to improve the product experience.
Tools to Connect Workflows
Some go-to tools include:
- Asana – Task management and tracking
- Jira – Feature planning agile boards
- Notion – Notes, docs and wikis
- Airtable – Relational database
4. Leverage Webhooks for Unlimited Integrations
Even with thousands of app integrations, Zapier may not connect every tool you use. But webhooks allow you to build custom automations with virtually any app or system.
For example, you can create Zaps with webhooks to automatically log Dovetail insights in tools like Mixpanel, ChartMogul and Oracle. You can even connect niche tools specific to your company.
This ultimately enables you to get Dovetail insights piped into any part of your tech stack. So key user data can trigger customized workflows unique to your business.
Endless Possibilities with Webhooks
With webhooks, you‘re only limited by your imagination. Some examples include:
- Data warehouses like Oracle, Mixpanel
- Email systems like Mailchimp, Customer.io
- CRM tools like HubSpot, Pipedrive
- In-house tools via API
The Power of a Connected Dovetail
User research is worthless unless it spurs real product improvements. But a Dovetail instance disconnected from your other tools makes acting on those insights tedious.
That‘s why taking the time to automate your Dovetail workflows pays such huge dividends. Seamless connections across survey tools, databases, task managers and more makes customer data actionable.
So leverage platforms like Zapier to supercharge your Dovetail processes today. Empower your teams to spot crucial user trends, dig deeper into feedback and rapidly improve experiences across the entire customer journey.
