Evidence for a roadmap call
Maya Okafor, product manager at Acme Ltd, asked what customers had said about onboarding. Memtro read the highlights tagged onboarding with the interviews they came from, and quoted the three themes that came up most.
Dovetail + Memtro
What have customers told us about onboarding in our research?
Dovetail connects Memtro to your customer research. It reads projects, the research data in them such as interviews, survey responses and tickets, and the content of one entry. It reads highlights with their text and tags, the tags themselves, docs such as research reports with their content, and workspace members. When asked, and once an administrator has granted the action by name, it can add data to a project, write a doc, comment on a doc, create a project or a tag, tag a highlight, and delete data or a doc. The contacts database of participants is not read.
In Memtro
What you can do with Dovetail in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Dovetail tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists research projects by title and folder, and the data in them, such as interviews, survey responses and tickets, by title, project and date
- 02Reads one data entry's content as Markdown, cut at a length the answer states, and lists highlights with their text, tags and data entry
- 03Lists tags by project or workspace board, and workspace members with name, email, job title and role
- 04Lists docs such as research reports and write-ups, and reads one doc's content as Markdown
- 05When asked and granted, adds a data entry to a project, writes a new doc, creates a project or a tag, and applies tags to a highlight, and a comment on a doc is seen by anyone in the workspace who can see the doc
- 06When asked and granted, deletes a data entry or a doc, which goes to the trash and can be restored in Dovetail for 30 days
Acts when asked
When you ask it to
These tools change something in Dovetail. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Add a data entry (notes, a transcript) to a project
- 02Write a new doc, in a project, a folder or the workspace
- 03Comment on a doc, as the key's user (workspace members see it)
- 04Create a project
- 05Create a tag in a project or on a workspace tag board
- 06Apply tags to a highlight
- 07Delete a data entry (to the project's trash for 30 days)
- 08Delete a doc (to the trash for 30 days)
In practice
Ask it like you would a colleague
Once Dovetail is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Dovetail + Memtro
What have customers said about onboarding?
Which interviews were added to the pricing project this month?
How often does the slow export tag come up?
Summarise the latest research report on churn
Add my notes from today's call with BigCo to the pricing project
Notes into the research
Priya Sharma, user researcher at Northwind, asked Memtro to add her notes from a call with BigCo to the pricing project. Memtro added them as a data entry attributed to her, ready for highlighting. Nobody outside the workspace was notified.
Teams
Where it fits
The teams that lean on Dovetail most, a question each of them asks, and what they connect beside it.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
- ProductHear what customers actually ask forProduct manager, Researcher, Designer, Head of product“Which customers asked for SSO this quarter, and what is their combined ARR?”Used alongside Help Scout, HubSpot, Linear, Jira, Slack and 6 more.
- People and onboardingThe answers a new hire would otherwise ask around forNew starter, Manager, People lead, Hiring manager“How do I request a laptop, and who approves it?”Used alongside Confluence, Notion, Google Drive, Slack, Google Calendar and 5 more.
Better together
Works with
A record in Dovetail is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Work managementDovetail with JiraJQL search, issue details and projects from Jira Cloud.
- Work managementDovetail with Clio ManageAsk the matter: its client, its fee earner, the time on it and what is still unbilled.
- Work managementDovetail with LinearIssues, projects and teams, synced hourly into memory.
- Email, calendar and chatDovetail with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatDovetail with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatDovetail with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
- Engineering and operationsDovetail with GitHubIssues, pull requests, code and commits, searchable by anyone who can ask a question.
- Engineering and operationsDovetail with AWS CloudWatchLogs, metrics and alarms from AWS, answered in plain English with the query that found them.
- Engineering and operationsDovetail with SentryAsk what is breaking in production and get the stack trace, not a dashboard.
Also in Documents and wikis
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
Setup
How to connect
Connect withPersonal API key
- 1
In Dovetail, open Settings → Account → Personal API keys.
- 2
Create a key labelled Memtro and choose Custom with the permissions for what Memtro should do: Project, Data and Docs Read, User Read, and the Write or Delete permissions only for the actions you want. Copy it, as it is shown once.
- 3
In Memtro, open Connections → Dovetail and paste it into Personal API key. Dovetail keys expire, so paste a new one when the connection reports a 401.
- 4
Ask your first question: what have customers said about onboarding?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Dovetail tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Dovetail?+
Only when you ask, and only what it has been granted: add a data entry (notes, a transcript) to a project; write a new doc, in a project, a folder or the workspace; comment on a doc, as the key's user (workspace members see it); create a project; create a tag in a project or on a workspace tag board; apply tags to a highlight; delete a data entry (to the project's trash for 30 days); delete a doc (to the trash for 30 days). Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Dovetail connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Dovetail data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Dovetail?+
Personal API key. In Dovetail, open Settings → Account → Personal API keys.
Connect Dovetail in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.