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First Steps with Noota
Updated over a week ago

Step 1: Navigating the New Interface

Left Panel (Folder System):

  • The left side of the interface displays a folder system for organizing your recordings.

  • You can create new folders and subsections to manage your files efficiently.

  • Use drag-and-drop functionality to move files or folders into different sections.

Team Space:

  • Share your recordings and meetings with your organization through the team space.

  • Invite team members directly from the dashboard to collaborate on projects.

Middle Panel (File Display):

  • This section displays all the files within the selected folder from the left panel.

  • Two primary buttons: Import and Record, are prominently accessible for quick actions.

Step 2: Importing and Recording Files

  1. Importing Files:

    • Click the Import button to upload files.

    • You have two options:

      • Select from your device: Choose an audio or video file from your computer.

      • Copy-paste a URL: For example, paste a YouTube video URL to import directly.

    • Configure import settings:

      • Number of Speakers: Specify how many people are speaking in the recording.

      • Language: Select the language spoken in the recording.

      • Project Folder: Choose the folder where the file will be stored.

      • Summary Template: Select a pre-defined summary template (e.g., Job Interview Summary).

  2. Recording Meetings:

    • Click the Record button to start recording face-to-face meetings.

    • Select settings such as the recording quality and language.

    • The platform will transcribe the meeting in real-time, providing an initial transcript for feedback, followed by a final, more accurate transcription.

Step 3: Handling Online Meetings

  1. Managing Online Meetings:

    • On the right side, you can manage your online meetings.

    • Copy-paste URL: Enter the meeting URL and select a default summary template (e.g., Discovery).

    • If your calendar is connected, Noota can automatically join your scheduled online meetings.

  2. Automation:

    • Set up the bot to automatically join all online meetings with a URL link in your calendar.

    • The bot will wait in the meeting's waiting room until you accept it as a participant.

Step 4: Viewing and Managing Recordings

  1. Interface Overview:

    • The main interface shows the recorded video/audio, along with a sentiment curve indicating positive and negative moments.

    • Chapters: Navigate through different sections of the meeting.

    • AI Summary: Automatically generated summaries that highlight key points of the meeting.

  2. Editing Summaries:

    • Customize the AI summary by editing or adding specific elements from the transcript.

    • Use the AI to generate detailed memos, which can be distributed to meeting participants.

Step 5: Exporting and Sharing Summaries

  1. Export Options:

    • Export summaries via various methods such as email, Notion, HubSpot, Slack, Pipedrive, and more.

    • Customize the export based on your integration settings.

Step 6: Creating and Customizing Summaries

  1. Summary Templates:

    • offers various summary templates that you can customize.

    • Drag and drop sections to create a new summary or start from scratch.

    • Template Customization:

      • Add new sections, such as "Education" or "Training."

      • Provide descriptions to guide the AI in extracting relevant information.

  2. Global Search:

    • Use the global search feature to find specific information across all your transcripts.

    • Enter keywords, and the AI will locate the relevant sections in your recordings.

Step 7: Personalizing Your Account

  1. Custom Vocabulary:

    • Add specific names, acronyms, or terms to improve transcription accuracy.

    • Ensure that unique or industry-specific terminology is correctly transcribed.

  2. Default Settings:

    • Set default folders and summary templates for new recordings to streamline the process.

    • Meeting Assistant Settings:

      • Customize the language, name, and joining behavior of the meeting assistant bot.

      • Select whether the bot joins meetings automatically, manually, or fully automatically.

  3. Bot Customization:

    • Change the bot’s image and record disclaimer.

    • Select the type of recording: screen in action or entire gallery view.

    • Specify the timing for the bot to join meetings (e.g., a few minutes before or after the meeting starts).

Step 8: Inviting Team Members

  1. Add Members:

    • Invite team members to join your Noota account.

    • Share access to recordings, summaries, and other resources.

    • Manage team permissions and access levels to ensure proper collaboration.

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