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Getting started with Custom Notes

Getting started with Custom Notes

Turn your transcripts into tickets, documentation, and process with Custom Notes

Here's how to get started:

Step 1: Access your meeting summary

  • Log into your Nyota account.
  • Navigate to the specific meeting you wish to work with.

Step 2: Select a part of the transcript

  • Highlight up to 10,000 characters from the transcript you want to rephrase.
  • Click on the bolt "⚡️" button by the text selection. (Note: If you don't see a button your selection is too long.)
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Step 3: Choose the how you'd like to re-phrase it

Select the desired rephrase option based on your needs:

  • Summary: Condense lengthy transcripts into concise summaries. Ideal for extracting key points from meetings or interviews.
  • Status Update: Create real-time updates on projects or tasks. Perfect for sharing progress with team members or stakeholders.
  • Ticket: Generate detailed project tickets from discussions. Streamline collaboration by transforming ideas into actionable tasks.
  • Decision: Document important decisions made during meetings or brainstorming sessions. Ensure alignment and accountability within the team.
  • Step-by-Step Guide: Convert instructional conversations into clear, sequential guides. Enhance training materials or provide clear instructions for complex tasks.
  • Process: Transform descriptions or discussions of workflows into organized process documents. Ideal for standardizing operations across the team.
  • Feature Description: Extract detailed feature descriptions from product discussions or planning sessions. Simplify communication with development, marketing, or support teams.
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Once you make the selection, Nyota will start generating the new note. (It may take up to 20 seconds based on the length of the conversation.)

Step 4: Review and use the new note

  • Review the generated note and make any necessary adjustments.
  • Use the generated note in various ways:
    • Insert it into documentation or reports.
    • Share it with team members or stakeholders via email or collaboration tools.
    • Implement it into project management tools.
    • Add it to your team's knowledge base.
  • Alternatively, check out our Zapier integration and learn how to automate your workflows.
    • Automatically create tickets in ClickUp, Jira, or Asana
    • Add your notes into Notion
    • Populate your CRM automatically
    • and more
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The Custom Notes feature in Nyota offers a flexible and efficient way to repurpose transcripts into meaningful content that suits various needs. Whether you're summarizing a meeting, updating a project ticket, or creating process documentation, this feature streamlines your workflow.

Need More Help?

For additional assistance or specific questions, contact our support team at support@nyota.ai.