The Scenario
You are a product researcher. Three months of interviews. Twenty-five key findings summarized in a Google Sheet, columns for FindingTitle, FindingBody, and ProjectID. The findings span four different Dovetail projects across two product lines.
The design team wants these insights visible in Dovetail before the roadmap session Thursday at 2 PM. It is Tuesday morning.
The slow version of Tuesday:
- Open Dovetail, navigate to the first project in the list
- Click "Add insight," paste the FindingTitle, paste the FindingBody, save
- Go back to the sheet, check the ProjectID for the next finding, navigate to that project in Dovetail
- Click "Add insight" again
- Do this twenty-five times, some findings going to different projects
- Realize at finding nineteen that you misread the ProjectID on finding twelve and need to delete and recreate it
- You walk into the roadmap session with twenty-two of twenty-five insights in Dovetail and hope nobody notices.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads each row, routes it to the right Dovetail project, and creates the insight, so you do not have to navigate between projects manually.
Open the SheetXAI sidebar and type:
Read the Key Findings sheet (columns: FindingTitle, FindingBody, ProjectID). For each row, create a Dovetail insight with the FindingTitle as the insight title and FindingBody as the body text, linked to the Dovetail project ID in the ProjectID column. Write the returned insight ID and creation timestamp into columns D and E.
SheetXAI reads all twenty-five rows, creates one Dovetail insight per row in the correct project, and writes the returned IDs and timestamps back into the sheet. All twenty-five. The right project for each one.
What You Get
Twenty-five Dovetail insights, distributed across the right projects:
- Title — from the FindingTitle column
- Body — from the FindingBody column
- Project — routed to the Dovetail project ID in column C
- Insight ID — written back into column D
- Creation timestamp — written back into column E
The routing across multiple projects is what makes this useful. A Zapier flow would fire one event per row, but it cannot read the ProjectID column and switch projects dynamically. SheetXAI can, because it understands the data as a whole.
What If the Data Is Not Quite Ready
Research conclusion sheets come out of synthesis messy. SheetXAI handles the fixes and the insight creation in the same prompt.
When finding bodies have inconsistent length
Some findings are two sentences, others are ten. The design team wants concise insights, not full write-ups.
For each row in the Key Findings sheet where FindingBody is longer than 200 words, summarize it to under 100 words and write the summary into a new column E. Then create one Dovetail insight per row using the summary from column E as the body.
When some ProjectIDs are missing
A few findings have blank ProjectIDs. You want them flagged rather than silently failed.
For each row in the Key Findings sheet where ProjectID is blank, write "NEEDS PROJECT" into column D and skip the Dovetail creation. For all other rows, create a Dovetail insight using FindingTitle and FindingBody and write the returned insight ID into column D.
When multiple findings belong in the same Dovetail project and you want them in priority order
Some projects have several findings. The design team wants them to appear in Dovetail by severity, highest first.
Sort all rows in the Key Findings sheet by ProjectID, then by a severity column in column F descending. Create Dovetail insights in that order so they appear sequentially within each project.
When the finding titles need reworking before they go into Dovetail
The raw titles from synthesis are verbose. "Participants reported difficulty finding the settings menu when the sidebar was collapsed" is too long for an insight title.
For each row in the Key Findings sheet, rewrite the FindingTitle as a concise insight label under 10 words, write it into column E, and use it as the Dovetail insight title. Use the original FindingBody unchanged as the insight body. Link each insight to the ProjectID in column C. Write the returned Dovetail insight ID into column F.
The pattern: instead of editing the titles manually before creating insights, you ask SheetXAI to rewrite and create in one pass.
Try It
Get the 7-day free trial of SheetXAI and open any sheet with research conclusions, findings, or synthesis outputs, then ask it to create one Dovetail insight per row. The Dovetail integration is included in every SheetXAI plan. For related workflows, see how to bulk import interview notes into Dovetail or the Dovetail in Google Sheets overview.