Quick Find allows you to quickly find any records or folders within your workspace by keyword.
Prerequisites for using this feature
Plan: Quick Find is available on all plans, but AI Chat Search is only available on paid plans
Role: Available to all roles
Platform: Notta Web, Notta mobile app (*)
* Some features are unavailable or limited in the Notta mobile app.
Quick Find: Search by keyword
Quick Find allows you to find records whose titles or body content, or folder names, contain the keywords you specify. This is a global search that covers your entire workspace, regardless of the page you are currently on.
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Click Quick Find at the top of the screen.
- If necessary, you can narrow down your search using the following filters:
- Search recordings or folders
- Search within a specific folder only
- Search only for records whose titles contain keywords
- Filter by record type (creation method)
- Filter by creator
- Filter by creation date
- Enter your keywords and press Enter to start the search.
Notta Mobile App
- Tap the π icon (magnifying glass icon) in the upper right corner of Home.
- The search function in the app version is simpler than the web version, allowing you to filter by selecting Records or Folders.
- Enter your keywords and tap search.
AI Chat: Search by conversation
Global search via AI Chat is only available on the Notta Web version. You can search for information by asking naturally, without being limited to keywords.
- Click AI Chat in the bottom right corner of the screen to open the AI chat window.
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In the AI Chat window, enter what you're looking for as if you're having a regular conversation. You don't need to specify exact keywords β just providing information like time, people, or location is enough to perform a search.
- Example: Tell me about the meetings Eleanor attended in the last 30 days.
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AI will search the data based on your request and return the results. At the end of the AI's message, you'll see a list of relevant record titles β simply click a title to open the record right away.
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