Record Management

Data Processing

• How to edit transcripts?
• How to add comments in Notta transcripts?
• Translation

Data Organization

• Locate records & folders with Quick Find
• How to create, edit and delete folders?
• How to delete, restore and organize recordings on Notta Web?
• How to move files to a different workspace?

Sharing & Download

• Share records externally using public links
• How to share recordings/edit permission on Notta?
• Download transcription file

AI-powered Analysis

• Generate AI Notes with templates
• Change the default AI Notes language
• Create custom templates
• Edit, Regenerate, or Delete AI Notes
• Generate mind maps from AI Notes
• Manage templates in template library

See all 8 articles

AI-powered Sales Agent

• Configure agent folder & CRM integration
• Sync and update CRM data
• Understand sales activity insights
• Monitor sales compliance
• Auto-move records to agent folder

FAQ

• Is there a storage period or capacity limit for transcription data?
• How to improve the translation of your transcript?