Locate records & folders with Quick Find

Quick Find allows you to quickly find any records or folders within your workspace by keyword.

Prerequisites for using this feature
Plan: Available on all plans
Role: Available to all roles
Platform: Notta Web, Notta Mobile App

Quick Find: Keyword Search

Use Quick Find when you know the exact keywords in a record's title or content. Enter specific words or phrases, and the system will return matches based on those exact terms.

Notta Web
  1. Click Quick Find at the top of the screen.
    quick-find-web-en-01.png
  2. If necessary, you can narrow down your search using the following filters:
    • Search recordings or folders
    • Search within a specific folder only
    • Search records by keywords in the title only
    • Filter by transcription type (how it was created)
    • Filter by creator
    • Filter by creation date
  3. Enter your keywords and press Enter to start the search. 
    quick-find-web-en-02.png

Notta Mobile App

Notta Brain: Conversational Search

Use Notta Brain when you don't remember the exact wording. Simply describe what the meeting was about or provide background details in natural language.

Notta Web
  1. Click Notta Brain in the bottom right corner of the screen to open the Notta Brain window.
    notta-brain-search-files-web-en-01.png
  2. In the Notta Brain window, enter what you're looking for as if you're having a regular conversation. You don't need to specify exact keywords — 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.
  3. AI will search the data based on your request and return the results. You can usually find the sources in the message or at the end of the response. Click a source to open the corresponding record.
        notta-brain-search-files-web-en-02.png

Notta Mobile App

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