The Workflow Edit | Practical AI Tool Tutorial
How to Use Notta Without Generic AI Instructions
Notta records, transcribes, and summarizes meetings. It works best when you mark key moments live and turn the AI summary into an action list with owners and dates.
Dear Suzannah
Dear Suzannah, I sit through back-to-back client calls and by the third one I can’t remember who said they’d send the contract. How do I get a transcript and the action items without typing notes the whole time?
Record once, let it transcribe, then pull the actions.
The real use case
You take or sit in on many meetings a week and need an accurate transcript plus a clean list of action items — who owns what by when. You can’t type notes fast enough and the follow-ups keep slipping.
No prompt needed: use this workflow instead
Notta is not mainly a blank-prompt tool for this use case. Use the interface, source material, settings, and review path instead.
- Open Notta and start a new recording, or connect your calendar so it auto-records scheduled meetings.
- Confirm the right language and speaker labels are turned on.
- During the meeting, mark key moments with a highlight or bookmark so you can find them fast.
- After the call, open the transcript and fix any obviously misheard names or terms.
- Use the AI summary to pull out the action items, decisions, and open questions.
- Edit the action list so every item has an owner and a date — no ownerless tasks.
- Share or export the summary to your project tool, or copy the action list into a follow-up email.
- Archive or delete any recordings you don’t need to keep lying around.
Make the result less generic
- Fix names and terms before you share the transcript.
- Give every action item an owner and a date — no exceptions.
- Mark moments live so you don’t scrub the recording later.
- Export the action list to the tool your team actually lives in.
- Delete recordings you don’t need so nothing sensitive lingers.
Quick human check
- Is the transcript accurate on names and terms?
- Does every action have an owner and a date?
- Is the summary shared to the right place?
- Is recording consent handled for everyone?
- Are old recordings cleaned up?
