Generate AI Notes with templates

Notta's AI Notes quickly analyzes content like meeting minutes, distilling clear key points. Efficiently grasp full transcripts and get essential information without exhaustive reading.

Prerequisites for using this feature
Plan: Available on all plans
Role: Any role with Can edit or higher permissions
Platform: Notta Web, Notta Mobile App*
* Some features are unavailable or limited in the Notta mobile app.

 

This article explains how to use templates to generate summaries, which forms the basis of the AI Notes feature. If you are looking for guides on how to create custom templates or other AI Notes-related topics, please check the relevant articles from the links below.

 

How to use AI templates?

Tips:

  • AI Notes are generated based on transcription results. To obtain more accurate summaries, we recommend reviewing and correcting transcription results before generation.
  • If you want to include speaker names in the AI Notes, please update the default speaker names to actual names before generation.

Note: Each successful generation of a summary counts as one use, and one unit is deducted from your monthly allowance. If the generation fails, the usage count is not consumed.

Notta Web Notta Mobile App
  1. Specify the AI Notes language.
  2. Open a completed transcription record and find the AI Notes area. By default, the AI Notes area is displayed on the left side of the screen, but its display position may change depending on layout settings.
  3. Frequently used templates will be displayed in the AI Notes area and can be applied immediately by simply selecting them.
    generate-summary-web-en-01.png
  4. If you want to use other templates, you can select them using one of the following methods:

    • Click the Template library icon in the menu bar at the top of the AI Notes area, or click See All templates under frequently used templates, to open the template library. You can select templates while previewing them from the template library.
      template-library-web-en-01.png
      generate-summary-web-en-02.png

    • Click the blank space in the AI Notes area to enable editing, then press the spacebar to display the template list. Select the template you want to apply from there.
      generate-summary-web-en-03.png
  5. AI will summarize the transcribed content based on the selected template. Below is an example of a summary generated with the "CHAMP" template.
    generate-summary-web-en-04.png

 

AI Notes timestamps

AI Notes includes timestamps for sections like chapters and action items when all of the following conditions are met:

    • Condition 1: The default template is used.
    • Condition 2: The audio data is less than 90 minutes long.

If you're using the Notta Web version, clicking a timestamp will take you directly to the corresponding location in the transcription result that served as the information source.

generate-summary-web-en-06.png

 

FAQs

How many times can I use AI Notes per month?

The number of available uses per month varies depending on your plan and the number of seats.

  • Free: 10 times per month
  • Pro: 30 times per month
  • Business: 50 times per month per seat (allowance shared among all workspace members)
  • Enterprise: Unlimited
How can I increase the number of available AI Notes uses?

If you need more AI Notes uses, please consider changing to a higher-tier plan or adding more seats.

  • Free: Upgrade to a paid plan.
  • Pro: Upgrading to the Business Plan increases usage from 30 to 50 times per month. Upgrading to the Enterprise Plan removes the AI Notes usage limit.
  • Business: Each additional seat increases available usage by 50 times, shared among all workspace members. Upgrading to the Enterprise Plan removes the AI Notes usage limit.
How is AI Notes usage calculated?
AI Notes is counted as one use each time it is successfully generated, regardless of whether it's auto-generated or manually generated, or whether it's the initial generation or a regeneration. For more details, please refer to this article.

Articles in this section

Was this article helpful?
7 out of 13 found this helpful
Share