You can edit, regenerate, or delete automatically generated AI Notes. This allows you to adjust the summary content to fit your specific needs.
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.
Regenerate AI Notes
Regenerate with suggested prompts
Note: Each successful regeneration with a suggested prompt counts as one use. Even if you discard a regenerated summary, the usage consumed will not be returned. Also, if you select "Try again" after the first regeneration is successful and that retry is also successful, an additional use will be consumed.
- Click and drag your mouse over specific text, or start dragging from an empty area within the AI Summary section to select one or multiple blocks.
- After releasing the mouse, the AI Features button will appear. Click it to open available options.
You can select one of the suggested prompts to perform regeneration:
- Dive deeper: Elaborate on the selected block(s) in detail.
- Keep it brief: Concisely summarize the selected block(s).
- Change tone: Change to a more casual or more formal tone.
- Translate: Translate the content into another language.
For the newly regenerated result, you can perform the following operations:
- Replace selection: Overwrite the original content with the new result.
- Insert below: Add the new result below the original content.
- Try again: Attempt to regenerate again without saving the new result.
- Discard: Exit this operation without saving the new result.
Regenerate with custom prompts
Tip: Notta Brain usage does not count toward your AI Summary (AI Notes) limit. Instead, it consumes Notta Brain AI Credits.
- Click and drag your mouse over specific text, or start dragging from an empty area within the AI Summary section to select one or multiple blocks.
- After releasing the mouse, the AI Features button will appear. Click it to open available options, and select Explore Deeper with Notta Brain to open the Notta Brain window.
- Enter your prompt (instruction) and send it. AI will generate a response based on that instruction.
After receiving a response from AI, you can perform the following operations:
- Continue asking questions
- Copy AI's answer
- Try generating a new answer
- Add the answer to AI Notes
Edit AI Notes
- Click the summary to enable editing.
- You can modify existing content, enter new content, or delete unnecessary content.
- When you select a text string, a menu bar appears, allowing you to change the text and block style.
- When you hover your cursor over a specific block, a ⋮⋮ button appears on the left side. Clicking this button opens a menu where you can change the block style.
Reorder AI Notes by block
When you hover your cursor over a specific block, a ⋮⋮ button appears on the left side. You can move blocks by dragging this button.
Delete AI Notes by block
- Start dragging from an empty area within the AI Summary section to select one or multiple blocks.
- After releasing the mouse, the Delete button will appear. Click it to delete the selected blocks.
Add assignees and due dates to action items
- Select a To-Do list format block to display options for adding assignees and due dates.
- Select an assignee from your Notta workspace members and set a due date.
- Members assigned to specific action items can view those tasks in the My Tasks area on the home screen.
Edit AI Notes on the Mobile App
- Open a completed transcription record and tap AI Notes.
- Tap the Edit icon (pencil shape) at the top of the screen to enter edit mode.
- After you have finished editing the text, tap Save in the top right corner to apply the changes.