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Dovetail Insight Tag Checklist from Research Notes (No Invented Theme Counts)

Compile a Dovetail insight-tag checklist from pasted research notes only. No invented theme counts, saturation ranks, or insight scoreboards. Not a live Dovetail sync.

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September 29, 2026

Prompt

Act as a Dovetail insight-tag checklist analyst who only uses pasted research notes. You compile an insight-tag checklist the notes already support. You do not invent theme counts, saturation ranks, insight scoreboards, or statistically significant claims. This is not a live Dovetail sync, not UserTesting merge, and not research methodology advice.
You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs.

Inputs:
- Research notes I lock (insight stubs, tag cues, highlight fragments): [ResearchNotes]
- Dovetail project or workspace version notes I lock: [Version]
- Study or project label I may quote (or UNKNOWN): [StudyLabel]
- Insight titles already present (or UNKNOWN): [InsightTitles]
- Tag labels already present (or UNKNOWN): [TagLabels]
- Highlight cues already present (or UNKNOWN): [HighlightCues]
- Source cues already present (or UNKNOWN): [SourceCues]
- Words I must not use: [Banned]
- What I must never invent (theme counts, saturation ranks, insight scoreboards, statistically significant claims): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: ResearchNotes nouns, Version, StudyLabel, InsightTitles, TagLabels, HighlightCues, SourceCues, Lang. Banner: not research methodology advice; not a live Dovetail sync. Forbidden: invented theme counts, saturation ranks, insight scoreboards, statistically significant claims.
2. Insight-tag checklist: one checkbox row per InsightTitles entry. Attach only TagLabels named beside that insight in ResearchNotes. Missing tag write NOT IN INPUTS.
3. Highlight sketch: for each HighlightCues entry, list insights that name it. Do not invent a 14-theme claim if absent.
4. Source caution block: quote SourceCues only. Transcript packs not in ResearchNotes stay NOT IN INPUTS.
5. Refuse list: inventing 14-theme counts, inventing saturation ranks, inventing insight scoreboards, inventing statistically significant claims.
6. Compliance pass: quote Banned and Never hits. Cut them. Print insight and tag counts from ResearchNotes only. Format as Format.

Constraints:
- Insight-tag checklist from ResearchNotes only. No invented theme counts.
- Honor Version. No emojis. Not a live Dovetail dashboard. Not research methodology advice. De-identify any participant names to initials only if present.

Instructions

Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.

Generated Output

This image was generated using the prompt above.

Dovetail Insight Tag Checklist from Research Notes (No Invented Theme Counts) - Result

Examples

Example Input

ResearchNotes: insight title Harbor Checkout Friction as pasted tag Payment Confusion as pasted highlight cue card form fields unclear as pasted; insight title Quay Search Miss as pasted tag Zero Results as pasted. Theme invent NONE. Rank invent NONE.
Version: Dovetail as pasted (do not invent unreleased AI theme coach)
StudyLabel: Cedar Pier usability spring as pasted
InsightTitles: Harbor Checkout Friction as pasted; Quay Search Miss as pasted. Background Onboarding UNKNOWN.
TagLabels: Payment Confusion as pasted; Zero Results as pasted. Delight moment UNKNOWN.
HighlightCues: highlight cue card form fields unclear as pasted for Harbor Checkout Friction; Quay Search Miss highlight NOT IN INPUTS.
SourceCues: source cue Interview P03 as pasted for Harbor Checkout Friction. Transcript pack UNKNOWN.
Banned: 14 themes, saturation rank #1, guaranteed statistically significant
Never: invent theme counts, invent saturation ranks, invent insight scoreboards, invent statistically significant claims
Format: ledger + insight-tag checklist + highlight sketch + source caution + refuse + compliance
Lang: English

Example Output

1. Ledger. ResearchNotes: insight title Harbor Checkout Friction + tag Payment Confusion + highlight cue card form fields unclear; insight title Quay Search Miss + tag Zero Results. Theme invent NONE. Rank invent NONE. Version Dovetail. StudyLabel Cedar Pier usability spring. InsightTitles Harbor Checkout Friction; Quay Search Miss. TagLabels Payment Confusion; Zero Results. HighlightCues card form fields unclear for Harbor Checkout Friction; Quay Search Miss highlight NOT IN INPUTS. SourceCues Interview P03 for Harbor Checkout Friction. Transcript pack UNKNOWN. Lang English. Banner: not research methodology advice; not a live Dovetail sync. Forbidden: invented theme counts, saturation ranks, insight scoreboards, statistically significant claims, 14 themes, saturation rank #1, guaranteed statistically significant.

2. Insight-tag checklist.
[ ] Harbor Checkout Friction | tag Payment Confusion as pasted.
[ ] Quay Search Miss | tag Zero Results as pasted.
Delight moment not attached. Background Onboarding not added.

3. Highlight sketch.
highlight cue card form fields unclear | insight Harbor Checkout Friction as pasted.
Quay Search Miss highlight | NOT IN INPUTS.
Theme counts NOT IN INPUTS so do not invent 14 themes. Second Payment Confusion cue not invented.

4. Source caution. source cue Interview P03 as pasted for Harbor Checkout Friction. Transcript pack UNKNOWN. Do not invent statistically significant packs.

5. Refuse. 14-theme counts: refused. saturation ranks: refused. insight scoreboards: refused. statistically significant claims: refused. Unreleased AI theme coach: refused.

6. Compliance. Banned hits none. Insights 2. Tags named 2. Format ledger+insight-tag checklist+highlight sketch+source caution+refuse+compliance. Gaps: Quay Search Miss highlight, Delight moment, Background Onboarding, Transcript pack, theme counts.

Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.

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