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.
Note: This feature is only available to users on Business Plan or Enterprise Plan.
Contents
- How to set up automations on Notta Web?
- How to modify existing automations on Notta Web?
- How to integrate Notta with other apps via Zapier?
How to set up automations on Notta Web?
1. Open [User Settings] → [Automations].
2. Click [+ Create automations].
3. Select a 'main trigger' and an 'action type'. Available configurations vary based on the chosen trigger and action.
e.g. if the action type is set to 'Generate AI Notes', the configuration will be 'AI templates'.
4. Click [Create automations], then choose either [Save] or [Save and Activate].
How to modify existing automations on Notta Web?
Notta currently supports 4 types of modification to existing automations.
| Modification | Automation Creator | WS Owner | WS Admins | WS Members |
| Activate/deactivate an automation | Y | N | N | N |
| Rename an automation | Y | N | N | N |
| Change the action | Y | N | N | N |
| Delete an automation | Y | Y | Y | N |
* 'WS' is short for 'workspace'.
Activate/deactivate an automation
Open [User Settings] → [Automations], then turn on/off the toggle next to your target automation.
Rename an automation
1. Open [User Settings] → [Automations], then click the [>] to unfold the configuration page.
2. Click the [🖋] icon shown beside the title to enable editing. After editing, click [Save] to save the change.
Change the action
1. Open [User Settings] → [Automations], then click the [>] to unfold the configuration page.
2. Modify the action, then click [Save] to save the change.
Delete an automation
1. Open [User Settings] → [Automations], then click the [>] to unfold the configuration page.
2. Click [Delete] → [Confirm deletion].
How to integrate Notta with other apps via Zapier?
Zapier is a web-based automation tool that allows users to connect and automate workflows between different web applications, such as Google Docs, Slack, Hubspot, etc. Below are the steps on how to connect Notta to Zapier.
1. Click [Integrations & Apps].
2. Click [Connect], then you'll be redirected to the Zapier page.
3. Create Zaps on Zapier to build connections between Notta and other apps. For detailed instructions on how to create a Zap, please refer to this article.