Kintone is a cloud service that allows you to create apps that systemize and streamline your business without any programming knowledge. With the Notta integration, you can seamlessly sync meeting minutes to Kintone, enabling you to keep detailed records of client conversations and agreements.
This article explains how to send transcripts and AI Notes from Notta to Kintone.
Note: Administrator authorization is a prerequisite for Kintone and Notta integration. Refer to this article for the authorization setup process.
Prerequisites for using this feature
Plan: Available on Business plan and Enterprise plan
Role: Any role with Can edit and download or higher permissions, plus admin approval
Platform: Notta Web
Integration procedure
- In the bottom left of the Notta Web version, click Integrations & Apps.
- Under Kintone, click Connect, and follow the instructions to complete the integration.
- Open a record in Notta, click the Send to icon in the top right corner, and select Send to CRM > Kintone.
- Select the app from Save to.
- In "Choose record to save", click Select Existing Records.
- Expand the dropdown list under "Select Existing Records" and select one field to use as the search criteria. The available fields vary depending on the app you selected, but generally, you can choose from company name, contact name, email address, etc.
- When you select a field, a new dropdown list will appear below. Expand it to view the retrieved values, and select the value corresponding to the record you want to integrate with.
-
In "Select save location for Al notes", select the field where you want to save the Notta data. Currently, the only field type you can select as the save destination is Rich Text.
- If a rich text field already exists, you can select it from the dropdown.
- If a rich text field does not yet exist, you need to create one.
*For instructions on how to create a rich text field, see here.
- By default, transcripts are synced to Kintone. If you'd also like to sync AI Notes, select 'AI Notes' in 'Advanced options'.
- Click Send to execute the data synchronization.
- Open the specified app in Kintone and click the blue document icon on the left side of the specified record to open the record's details screen.
- Data synced from Notta will be displayed in the specified field.
FAQs
If you see the message "You do not have permission to use OAuth. Ask your administrator to configure the necessary settings.", your account may not be specified as an authorized user of the OAuth client. Please contact your administrator to request permission. For information on how to configure users, please refer to this article.
What should I do if the "Select save location for AI notes" field displays "No data"?
- Open the app you want to integrate within Kintone and click the gear icon displayed in the app's menu bar.
- Drag and drop the Rich text field to add it to the form.
- Click Update app to save the changes.