Notta offers various methods to easily share and save AI Notes, including copy & paste, exporting to local files, and integrating with third-party services.
Prerequisites for using this feature
Plan: Available on all plans
Role: Copy & paste is available with Can view permission; Can edit and download or higher permission is required for local export and integration with third-party services.
Platform: Notta Web, Notta Mobile App*
* Some features are unavailable or limited in the Notta mobile app.
Copy & Paste
- Open a record and click the Copy button in the menu bar at the top of the AI Notes area.
- Paste the copied AI Notes to your desired location to save it.
- Open a record and tap AI Notes.
- Tap the Copy button in the upper right corner.
- Paste the copied AI Notes to your desired location to save it.
Export to local files
Currently, the function to export AI Notes as local files is only available in the Notta Web version.
- Open a record and click the Download button in the upper right corner.
- Under "Advanced options" check Include AI Notes and then click Download. Specify the save location and save the file to your computer.
Integration with third-party services
Currently, the function to synchronize AI Notes to third-party tools or services is only available in the Notta Web version.
- Open a record, click the Send to button in the upper right corner, and select your target service.
- Depending on the selected service, a confirmation pop-up will appear. Check AI Notes and then click Send to complete the synchronization to the third-party service.