Surface themes with highlights

• To create a highlight, select a section of text in a note and select Highlight from the action menu.

• If you’re a power user, you can quickly create highlights by selecting a section of text and then pressing Tab on your keyboard to cycle through the action menu.

You can quickly view all highlights within a note from the note sidebar. Simply open the highlights tab by pressing the highlight icon on the right-hand side of a note. Here, you'll see all highlights in the order that they appear on the note.

Clicking on a highlight in the note sidebar will scroll the note to the relevant section of the note content.

Let Dovetail automatically highlight your note content. Simply open the highlights tab in the note sidebar and press Suggest.

Refine your suggested highlights

By default, highlights will be suggested based on general relevancy. If you'd like to refine the suggestions further, you can add an optional prompt by clicking on the configuration icon next to the suggest button.

Approve and reject suggestions

Approving or rejecting suggested highlights can be done by clicking on the suggestion and pressing Accept or Decline.

When hovering over the accept button, you'll also see a generated reason why the suggestion was made!

You can adjust the start or end position of your highlights by clicking on the highlight and moving drag handles.

When you upload a document into a note, you can highlight and tag content within that document in the same way you would with text and transcripts.

At this time, highlights in a document cannot be resized once they’re created. If you need to make any changes, you must remove the highlight and create it again.

You can quickly share a highlight with your team while reviewing your note data.

• To do this, click on your highlight and select Share.

• From there, select the Copy link to highlight and share this link in Slack, Teams, Notion, or other available tools for others to preview.

Managers and contributors can create tags within a project to group their highlights. A single highlight can have one or many tags associated with it, and a single tag can have many highlights associated with it.

Tags can be created from two places:

• Within a note: Drag over a section of text within a note, and select Tag from the action menu. From there, you can create a new tag to group your highlight under.

• On a tag board: By opening a tag board, you can create a new tag by pressing + New tag from any group within the board.

You can highlight and tag multiple notes in bulk for high-volume analysis in your project. This is ideal for NPS or survey results that are short-form responses.

• To do this, open a note view and click search in the top right or filter to find the content you’re looking for.

• From there, hover over the relevant content and select the check box of notes you wish to tag. The bulk actions menu will appear at the bottom once selected.

• Click Add tag. This will highlight and tag all text content within the note.

Sentiment analysis uses AI to analyze sentiment within data in a note. Sentences featuring strong sentiments will be highlighted and tagged as Positive or Negative.

By default, the analysis is conducted on the whole note. You can also run sentiment analysis on sections of text within a note.

In a new note

• To run sentiment analysis on an entire note, click Automation > General or Targeted sentiment from the toolbar.

• To run sentiment analysis on a specific section within a note, highlight the text and select Automation > General or Targeted sentiment.

• General sentiment looks for any words that have strong positive or negative sentiment.

• Targeted sentiment is similar to general sentiment but looks for a target for the sentiment. If it isn’t clear what the sentiment is referring to, it ignores it.

Some things to note when using sentiment analysis:

• It’s safe to run sentiment analysis again on a page - it won’t double-tag any sentences that it has already tagged.

• Sentiment analysis only works on strong sentiments, so running it on your page may result in no highlights being created if the language used isn’t strong enough.

• Sentiment analysis runs in the background so you can close the note or navigate away without interrupting the analysis.

On import

Automatic sentiment analysis can be enabled when you import data into Dovetail using any of the following methods:

• Importing structured spreadsheet data

• Importing data via Zapier action