> ## Documentation Index
> Fetch the complete documentation index at: https://help.notis.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Manage Meetings
> Get meeting briefs before calls, capture follow-ups by voice, and let Notis create tasks and draft emails from your meeting notes.
## 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.
## Meeting lifecycle with Notis
### 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 meeting minutes database. 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)
### During the meeting
For face-to-face meetings, record your meetings directly with a voice note. For other meetings, we recommend you use [Granola](https://go.granola.ai/florian-pariset) or any meeting recorder that allows you to sync your meeting minutes to Notion.
### After the meeting
Capture your notes by voice and ask Notis to handle any follow-ups such as:
* Enrich your meeting minutes with your own thoughts and save it to Notion.
* 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, Notion, Google Tasks, etc.)
* Draft a follow-up email.
## Set up your Meeting Minutes in Notion
The Notis Second Brain already contains a [Meeting Minutes database](/get-started/notion) set up for you.
You can easily swap it for the database installed by [Granola](https://go.granola.ai/florian-pariset). Just make sure to rename the database to “Meeting Minutes” so Notis understands it should be used for that purpose.
## Recommended Integrations
| Integration | What it enables | Examples |
| --------------------- | ------------------------------------------------------ | ---------------------------------------------------- |
| **Meeting Assistant** | Meeting notes database, task creation | Notion |
| **Calendar** | Meeting context and scheduling | Google Calendar, Outlook |
| **Email** | Email history, contact details and follow-up drafts | Gmail, Outlook |
| **Online Meeting** | Meeting links | Zoom, Google Meet |
| **Task Manager** | Create follow-up tasks | Todoist, Google Tasks, Asana |
| **CRM** | Update lead status, store notes, update sales pipeline | HubSpot, Pipedrive, Salesforce |
| **Meeting Scheduler** | Book a meeting link with a lead | [Cal.com](http://Cal.com), Google Calendar, Calendly |
## Automations
### 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](https://app.notis.ai/integrations) tabs.
2. Head over to the automation tab in the [Notis portal](https://app.notis.ai), and create a new automation.
3. Add the instruction bellow (feel free to customize):
```
The user has an upcoming meeting.
Determine whether any invitees other than the user are attending.
If the meeting has no other invitees:
Stop immediately. Produce no output of any kind.
If the meeting includes other invitees:
Your task is to generate a complete meeting brief for the user.
Goal: Produce a concise but thorough meeting brief for the upcoming meeting.
When preparing the brief:
• Search the user’s emails for any prior communication with the attendees.
• Search the user’s meeting notes or minutes for any past meetings involving them.
• If neither source yields relevant information, perform a deep web search to gather context about the attendees and any relevant organizations, projects, or recent news.
Use the following structure for the final output:
Template [Feel free to adjust]
Hey <user name>, you've got a meeting in 30 minutes with <invitees>. I took the liberty to research them and prepare a meeting brief for you.
📌 Overview
• Title:
• When:
• Link / Location:
• Attendees:
🎯 Purpose
One-sentence summary of why this meeting exists.
📚 Context
Short recap of any relevant history:
• Prior meetings
• Key emails or decisions
• Useful background on attendees (company, role, recent activity)
👤 Attendees (quick profiles)
Name — Role
• Relationship/history
• Latest signals or updates
• Any relevant motivation or angle
(repeat for each person)
💬 What to Cover
Top 3–5 points worth focusing on.
❓ Questions to Ask
Smart clarifiers or nudges that move things forward.
⚠️ Watch-outs
Risks, sensitivities, or tricky past issues.
✨ Opportunities
Where you can create momentum or push an agenda.
📝 Prep
Quick checklist (docs to open, numbers to know, decisions to make).
🏁 Desired Outcome
1–2 bullets describing what “success” looks like.
Go kill them tiger! 🐯
```
1. Configure the trigger so the automation runs before each event:
And voilà! You'll receive a super useful meeting prep before entering every meeting.
### Post-Meeting Triage with Circleback
Automate what happens *after* every meeting. Instead of manually asking Notis to create tasks, have [Circleback](https://circleback.ai) send the transcript and action items to Notis automatically.
1. Head over to the automation tab in the [Notis portal](https://app.notis.ai/automations), and create a new automation.
2. Add the instruction below:
```
A meeting has just been completed. The webhook payload contains the transcript and action items from Circleback.
STEP 1: CREATE TASKS
For each action item in the payload:
- Create a task in the user's Notion Tasks database
- Set the task name to the action item text
- Assign to the user
- If a due date is mentioned, set it. Otherwise leave blank.
STEP 2: SAVE MEETING NOTES (optional)
If the transcript is included:
- Create a new entry in the Meeting Minutes database
- Set the title to the meeting title from the payload
- Add the transcript to the content
- Add the action items as a bulleted list under "Action Items"
Do not send a message to the user unless there is an error.
```
1. Configure the trigger as a **Webhook** and copy the webhook URL.
2. In Circleback, go to **Automations** and click "Add step."
1. Select "Send action items and transcript to [api.notis.ai](http://api.notis.ai)" and paste your Notis webhook URL into the Endpoint field.
2. Under "What to include," enable:
* **Action items** ✓
* **Transcript** ✓
1. Click Done.
Use "Send request for most recent meeting" in Circleback to test the automation with your last call.
Now every meeting automatically flows into your task system. No manual capture needed.
## 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.
And voilà! You'll receive a super useful meeting prep before entering every meeting.
### Post-Meeting Triage with Circleback
Automate what happens *after* every meeting. Instead of manually asking Notis to create tasks, have [Circleback](https://circleback.ai) send the transcript and action items to Notis automatically.
1. Head over to the automation tab in the [Notis portal](https://app.notis.ai/automations), and create a new automation.
2. Add the instruction below:
```
A meeting has just been completed. The webhook payload contains the transcript and action items from Circleback.
STEP 1: CREATE TASKS
For each action item in the payload:
- Create a task in the user's Notion Tasks database
- Set the task name to the action item text
- Assign to the user
- If a due date is mentioned, set it. Otherwise leave blank.
STEP 2: SAVE MEETING NOTES (optional)
If the transcript is included:
- Create a new entry in the Meeting Minutes database
- Set the title to the meeting title from the payload
- Add the transcript to the content
- Add the action items as a bulleted list under "Action Items"
Do not send a message to the user unless there is an error.
```
1. Configure the trigger as a **Webhook** and copy the webhook URL.
2. In Circleback, go to **Automations** and click "Add step."
1. Select "Send action items and transcript to [api.notis.ai](http://api.notis.ai)" and paste your Notis webhook URL into the Endpoint field.
2. Under "What to include," enable:
* **Action items** ✓
* **Transcript** ✓
1. Click Done.