Automate your workflow in Notta

Incorporating Notta into your daily workflow through automation enables you to effectively streamline tedious tasks and boost efficiency. In this article, you will learn how to configure automations in Notta.

Prerequisites for using this feature
Plan: Available on Business plan and Enterprise plan
Role: Any role with Can edit or higher permissions
Platform: Notta Web

What is automation?

Automation is a workflow that connects triggers and actions to streamline tasks. A trigger is an event that starts the automation, and when the specified conditions for the trigger are met, the automation rule automatically runs and performs the actions you've set up.

For example, you can create an automation rule that, when a meeting ends, automatically generates an AI summary using the "Team Meeting" template and automatically shares that summary in a Slack channel. This allows meeting participants to quickly obtain the meeting minutes, improving the efficiency of information sharing.

Create automation rules

1. In the bottom left of the Notta Web, click Automations.
   
2. Click Create automations.
   
3. Set the Name for the automation rule.
   
4. Set the Trigger. The automation rule will only run if both the main condition and the sub-condition are met. There are currently two types of main conditions that can be set, as shown below. The available sub-conditions vary depending on the selected main condition.
   • Execute the automation rule when transcription is completed
   • Execute the automation rule when a new transcript is added to the specified folder
     
5. Set the Action. Currently, the first action is restricted to automatic AI summary generation. Please select your preferred AI template.
   
6. After setting the first action, you can set subsequent actions by clicking Add subsequent action. The subsequent actions that can currently be set are as follows:
   • Send AI notes to a Slack channel
   • Send transcription results and AI notes to a Google Document
   • Send transcription results, AI notes, and recording files to Google Drive
   • Send transcription results and AI notes to Microsoft OneNote
   • Send transcription results and AI notes to ClickUp
     
7. In the bottom right, click Create automations and select Save Only or Save and Activate to save the automation rule.
   

Manage automation rules

Management permissions for automation rules vary depending on the role. Please refer to the table below for details.

* WS is an abbreviation for Workspace.

Enable and disable automation rules

Toggle the switch next to the automation rule on or off.

Change the name of an automation rule

1. Click the ＞ icon next to the automation rule.
2. Click the 🖋 icon and change the name. After completing the change, click Save.
   

Change triggers and actions

1. Click the ＞ icon next to the automation rule.
2. Change the trigger or action, and then click Save.
   

Delete automation rules

1. Click the ＞ icon next to the automation rule.
2. Click Delete > Confirm deletion.
   

Integrate Notta with other apps using Zapier

Zapier is a web-based automation tool that allows users to connect and automate workflows between different web applications. By integrating with Zapier, you can further expand the scope of automation and improve operational efficiency. The steps to integrate with Zapier are as follows:

1. In the bottom left of the Notta Web version, click Integrations & Apps.
2. Under Zapier, click Connect.
3. Create a Zap in Zapier and connect Notta with other applications. For information on how to create a Zap, please refer to this article.