Edit data and transcripts

Notes are the basic unit of information in Dovetail. They are a blank canvas that can contain video, audio, text, or files.

Typically, one note will contain a single piece of raw data. For example, a note might represent a customer interview, an existing research slide deck, or a support ticket from a customer.

Notes in Dovetail have unique interactions that make it quick and easy to analyze your data. Due to these interactions, the editor experience differs to other text-only document tools.

Type / within the editor to see all available formatting options. Using this menu, you can create formatting types, including:

• Paragraph

• Headers (H1, H2, H3)

• Lists (numbered, bulleted)

• Blockquotes

• Cards

• Dividers

• Tables

You can edit text content by placing your cursor where you want to make changes.

If there is a specific word or phrase that is incorrectly identified throughout the transcript, you can use Find and replace to update this in bulk across the note.

While our AI speech-engine will attempt to automatically detect different speakers, there are times when it doesn’t get it right.

You can merge two speaker sections into one by placing your cursor at the start of the second section and pressing backspace.

Similarly, you can split one speaker section into two by placing your cursor inside and pressing enter.

You can change or rename the speaker for a monologue (a period of speech by one person).

To do this, click on the default speaker name (Speaker 1 and Speaker 2). Next, either select an existing speaker or create a new speaker.

• To rename speakers in an entire transcript, click the speaker name, then click the actions menu ··· to the right of the speaker name and either type a free-text name, link a person, or link a user.

When you upload a video to a note, an early frame of the video is set as a thumbnail for your note. You can change this thumbnail captured in your video.

• To do this, open the note and drag the video progress bar in the player to a new preview of a new screenshot.

• From there, click the Actions ··· menu in the top right of the video and select Save as cover

Inline tables can be inserted by typing / within the editor and typing or selecting Table.

You can also add a Row or Column Header as well as delete rows, columns and the whole table itself.

Most text formatting options have an equivalent keyboard shortcut in notes and insights.

• To view available shortcuts, click the Actions ··· menu in the top right of the note, then click Shortcuts.