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Quick start: speak these

Prepare a brief for my next call.
Create my tasks on Todoist from my last meeting transcript.
Draft a follow-up email to Alex.
Notis handles the prep, the capture, and the follow-through.

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Meeting lifecycle with Notis

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Before the meeting

Get context and talking points:
Can you tell me more about who I’m meeting next? Pull up my Gmail history and check my past meeting notes. Suggest a few talking points we should cover.
Notis will pull:
  • Previous email threads
  • Past meeting notes
  • Suggested talking points
  • Key context (how you met, open items)

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During the meeting

For face-to-face meetings, record your meetings directly with a voice note. For other meetings, use a meeting notetaker like Granola, Circleback, or Wispr Flow and connect it to Notis (see below).

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After the meeting

Capture your notes by voice and ask Notis to handle any follow-ups such as:
  • Enrich your meeting notes with your own thoughts.
  • Update your CRM with follow-up tasks, notes, or move the lead in your sales funnel.
  • Create tasks in your preferred task management tool (e.g., Todoist, Google Tasks, Asana, etc.)
  • Draft a follow-up email.

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Connect your meeting notetaker

Let Notis search your meeting notes on demand. Each guide below covers the setup for one notetaker: Once connected, “what did we decide with Acme about pricing?” works from WhatsApp, voice, email, or a coding agent.

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Automations

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Meeting Prep

If you’re like me and constantly jump into meetings with no idea who you are talking to or why, setup this automation to receive a full meeting prep right before any meeting you’re about to jump in.
  1. Make sure you have connected your calendar in the Integrations tabs.
  2. Head over to the automation tab in the Notis portal, and create a new automation.
  3. Add the instruction bellow (feel free to customize):
  1. Configure the trigger so the automation runs before each event:
CleanShot 2025-12-02 at 19.11.59@2x.png And voilà! You’ll receive a super useful meeting prep before entering every meeting. IMG_4F752DFF83E2-1.jpeg

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Post-Meeting Triage

Have your notetaker send the transcript and action items to Notis after every meeting, so tasks get created automatically. See Meeting Notes (via Notion) for a ready-made Circleback setup.

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Pro tips

  • Be specific with the tools you want Notis to pull information from or update.
  • You can send multiple instructions in a single message.
  • Create automations for the instructions you regularly send to Notis.