# Invoices & payment
Source: https://help.notis.ai/account-and-settings/billing/invoices-and-payment

Manage your subscription, find invoices, update payment details, cancel, and request refunds.

### How do I access billing settings?

Open the [Notis portal](https://app.notis.ai/usage) and click **Manage Subscription** in the right-hand sidebar of the Usage page (or in the user menu). This opens a secure Stripe session for your account where you can update payment methods, switch plans, download invoices, and cancel.

If you prefer the email-based flow, open the [Stripe customer portal](https://billing.stripe.com/p/login/3cs3e95a76jl1pe144) directly and enter the email you used when subscribing — you'll receive a secure link by email.

### Where can I find my invoices?

Open the [Notis portal](https://app.notis.ai/usage), click **Manage Subscription**, and scroll to the **Invoice history** section in the Stripe billing portal. You can open the hosted invoice page or download a PDF for every current and past invoice, including On-Demand usage settlements.

Each On-Demand invoice is for the exact overage balance accumulated when it is settled. Automatic On-Demand payments are grouped to at most one successful charge every 24 hours, so new usage during that window appears on a later invoice instead of creating several small charges.

Invoices are also emailed to your billing email each time a payment succeeds.

### How do I update my billing information?

Open the [Notis portal](https://app.notis.ai/usage) → **Manage Subscription** to update your payment method, company name, address, and tax information through Stripe. All transactions are processed securely by Stripe. Changes only affect future invoices — historical invoices cannot be modified.

### How do I cancel my subscription?

You can cancel in two ways:

1. **Ask Notis directly** in any channel ("cancel my subscription").

2. Or cancel yourself: open the [Notis portal](https://app.notis.ai/usage), click **Manage Subscription**, then click **Cancel subscription**.

Your access to Notis continues until the end of your current billing period, and you can keep using your remaining usage cap until that date.

### How do I request a refund?

You can request a refund **directly from Notis** by asking in any supported channels. If needed, our support team may ask for a few details (like the email on the subscription and the invoice) to locate the payment quickly.

### I'm having other billing issues. How can I get help?

For billing questions not covered here, use our live chat in the bottom right of the help portal or ask Notis for Flo's contact details.


# On-Demand Usage
Source: https://help.notis.ai/account-and-settings/billing/on-demand-usage

Keep working past your plan's monthly cap and pay only for the overage.

<Note>
  On-Demand is currently in **beta**. The behavior described below may change as we refine pricing and limits.
</Note>

On-Demand is an opt-in overage layer for paid subscriptions. Your plan's included usage is consumed first, followed by any usage credit in your wallet. Once both are exhausted, On-Demand lets Notis keep running and bills the extra usage separately.

Think of it like a safety valve: instead of stopping mid-conversation when your included credits run out, Notis can continue as long as On-Demand is enabled, your payment method is valid, and you have not reached the On-Demand limit you set.

### Who can use it?

On-Demand is available to any paid subscriber with a payment method on file. Free trials and users without an active subscription cannot enable it.

If you're on a team plan, only the **team owner** can change On-Demand settings. Team members inherit the owner's configuration as read-only. Everyone on the team uses the same included usage pool and the same On-Demand limit.

### How does it work?

1. Notis consumes your included monthly usage and any wallet credit first — On-Demand stays idle.
2. When both are exhausted, On-Demand kicks in and Notis keeps responding.
3. Overage is tracked against your monthly On-Demand limit. On teams, this limit applies to the whole team, not each teammate.
4. Notis periodically invoices the accumulated overage balance once it reaches your settlement threshold. Automatic payments are grouped so there is at most one successful On-Demand charge every 24 hours for you or your team.
5. At the end of the billing cycle, Notis charges any remaining overage balance if it is large enough for Stripe to process. Tiny balances carry forward and are included in the next settlement.

You can monitor your overage usage and unbilled balance from the **On-Demand** section on the [subscribe page](https://app.notis.ai/subscribe).

### The three modes

When you open the On-Demand card, you choose one of three modes:

* **Fixed** — Set a hard monthly USD ceiling (for example, \$20). The task that reaches the remaining limit can finish, but you are never billed above the limit. Later tasks pause until you raise the limit or a new billing cycle begins.

* **Unlimited** — No monthly overage ceiling. Notis keeps working as long as your payment method stays valid. Use this if you'd rather not be interrupted and trust your team to self-regulate.

* **Disabled** — Default. Once your included usage is exhausted, Notis pauses until your billing cycle resets or you upgrade.

<Tip>
  Start with a **Fixed** limit that matches roughly one extra month of plan usage. You can switch to Unlimited later once you have a feel for your overage pattern.
</Tip>

### How am I billed?

On-Demand is billed in arrears — you only pay for the extra model usage you actually use.

* Each overage request adds to your unbilled balance using the same Notis model rates listed in [Usage & model rates](/account-and-settings/billing/usage-and-rates).
* When your unbilled balance reaches your settlement threshold, Notis automatically charges the exact outstanding overage amount.
* To reduce small card charges, successful automatic settlements are grouped to no more than one every 24 hours. Your exact new usage keeps accumulating for the next invoice during that window.
* At the end of each billing cycle, Notis tries to settle any remaining overage balance before your usage counter resets.
* If the remaining balance is too small for Stripe to charge, it carries into the next cycle and is included in your next settlement.
* Carried overage does **not** reduce your next month's included plan credits.

Your first settlement threshold is \$1.00. As you build a good payment history, Notis can wait longer before charging so you see fewer small card charges:

| Good-standing history                   | Settlement threshold |
| --------------------------------------- | -------------------: |
| New On-Demand account                   |                  \$1 |
| 1 successful On-Demand charge           |                  \$3 |
| 3 successful On-Demand charges          |                  \$5 |
| 10 successful On-Demand charges         |                 \$10 |
| 10 successful charges and 60+ paid days |                 \$20 |

If an On-Demand payment fails, the threshold resets to \$1.00 until the payment issue is fixed. If you use a **Fixed** monthly limit, that limit controls whether new overage can continue; it does not change the settlement threshold.

For example, if your threshold is \$5 and your overage balance is \$3.20, Notis keeps tracking the balance but does not charge yet. If your next task brings the balance to \$5.40, Notis charges \$5.40. If your billing cycle ends with only \$0.30 outstanding, that \$0.30 carries forward and your included plan credits still reset in full.

On-Demand charges are processed securely through Stripe as invoices. Each invoice shows the exact accumulated amount being settled and includes a hosted invoice page and downloadable PDF. You can find On-Demand and subscription invoices from the [Notis portal](https://app.notis.ai/usage) → **Manage Subscription** → **Invoice history**.

### What happens if a payment fails?

If Stripe can't charge your card for an On-Demand settlement, your On-Demand status switches to **suspended**:

* Further overage usage is blocked.
* Your plan's included usage still works normally until it's exhausted.
* A red banner appears on the On-Demand card.

If you're the subscription owner, the banner can show:

* **Retry payment** when there is an overage balance ready to charge.
* **Resume on-demand** when the remaining balance is too small to charge right now.
* **Update payment** when you need to change the card in Stripe.

After you update your payment method and return to Notis, Notis automatically retries the same open invoice for you. You can also click **Retry payment** from the On-Demand card. A failed retry does not create another invoice for the same balance.

If the balance is too small for Stripe to charge, Notis can resume On-Demand and carry that small balance forward. It will be included the next time your overage balance reaches the settlement amount.

If you're a team member, ask your team owner to update payment or retry recovery. Team members can view the team's On-Demand settings, but only the owner can change or recover them.

### Enabling On-Demand

1. Open the [subscribe page](https://app.notis.ai/subscribe) in your portal.
2. Scroll to the **On-Demand** section below the pricing grid.
3. Pick **Fixed** (and set a monthly limit) or **Unlimited**.
4. Click **Save**.

To turn it off, switch the mode back to **Disabled** and save. You'll keep access to any unbilled balance through the end of the current cycle, and no new overage will be charged after the change takes effect.

### FAQ

**Does On-Demand reset every month?**
Yes. Your On-Demand usage counter resets at the same time as your plan's billing cycle.

**Does carried debt reduce next month's plan credits?**
No. If a sub-minimum balance carries forward, it's added to your next settlement — your included plan credits reset in full.

**Can I cap a teammate's On-Demand spend?**
On-Demand limits apply to the whole team subscription, not per-member. Use a **Fixed** limit to bound total team overage.

**Do team credits pool together?**
Yes. A team's included usage is shared. If your team has 10 paid seats and each seat includes \$150 of monthly usage, the team gets one \$1,500 monthly pool.

**Does the 7-day Ultra trial include On-Demand?**
No. On-Demand is only available after you activate a paid subscription.


# Plans & trial
Source: https://help.notis.ai/account-and-settings/billing/plans-and-trial

The Notis tiers, the 7-day free trial, and how upgrades, downgrades, and billing-cycle switches work.

Notis offers flexible pricing tailored to how much value you're getting from your AI intern, with both monthly and annual billing options. Annual plans get **4 months free**.

### What are the different tiers?

* **Pro** (\$20/mo or \$13/mo when billed annually): For solo founders and operators who want the convenience of a personal PA in WhatsApp, iMessage, Telegram, and email.

* **Pro+** (\$59/mo or \$39/mo when billed annually): For busy operators who need to win back a full day every week with skills, automations, and Notis Apps.

* **Ultra** (\$149/mo or \$99/mo when billed annually): For high-growth teams building human-led, agentic teams—where operators design and manage a swarm of AI agents. Ultra includes [Your Computer](/your-computer/overview), so Notis can work with your local apps and files after you activate it in the desktop app.

### Do you offer a free trial?

All plans come with a 7-day free trial with a \$20 usage cap. You enter your payment details upfront, and your chosen subscription starts automatically at the end of the trial unless you cancel.

The trial is for new accounts: it's available during your first week with Notis, and once per account. If your account is older than that or you've already used a trial, the subscribe page won't show the trial offer and your plan starts right away when you subscribe.

The trial gives you exactly the plan you picked: trialing Pro+ includes skills, automations, and Notis Apps; trialing Ultra adds [Your Computer](/your-computer/overview), memory connectors, [Premium Tools](/tools/included-tools), and the other Ultra features. If you want to try a feature from a higher plan, switch your trial to that plan at any time — just ask Notis or pick the plan on the [subscribe page](https://app.notis.ai/subscribe). Switching during the trial is free and keeps your original trial end date. Store browsing remains available on every signed-in plan.

<Tip>
  You can activate your plan at any time during the trial to unlock the full usage cap — just ask Notis or click **Activate now** on the [Usage page](https://app.notis.ai/usage) of the portal.
</Tip>

### Will I know before I run out of usage?

Yes. When you get close to your monthly usage cap, Notis adds a heads-up to its next reply so you're never caught off guard. That gives you time to raise your limit on the [Usage page](https://app.notis.ai/usage) before anything pauses.

### What are Notis's billing cycles?

Billing cycles run monthly or annually, starting on the day you subscribed. Subscriptions renew automatically unless canceled before the renewal date. You can see your current cycle on the [Usage page](https://app.notis.ai/usage) under **Billing cycle**.

### Can I switch between monthly and annual billing?

Yes, you can switch self-serve from the Notis portal:

1. Open [app.notis.ai/subscribe](https://app.notis.ai/subscribe).

2. Toggle **Annual billing** on or off at the top of the pricing page (annual gets you 4 months free).

3. Pick your plan and confirm in Stripe Checkout.

The change takes effect immediately. Switching from monthly to annual on the same tier charges the prorated difference; switching from annual to monthly applies at the end of your current billing period so you keep the months you've already paid for.

### How does Notis handle billing changes?

When you change your subscription plan or billing cycle, Notis follows two simple rules:

* **Upgrades take effect immediately.** Moving to a higher tier (or from monthly to annual on the same tier) charges the prorated difference right away and unlocks the new usage cap on the spot.

* **Downgrades take effect at the end of the period.** Moving to a lower tier (or from annual to monthly) keeps your current plan and usage cap until your billing period ends, then switches you over — so you don't lose anything you've already paid for.

### What happens to my reminders and automations if my subscription ends?

If your subscription lapses, Notis automatically pauses your reminders and automations so you stop receiving messages you're no longer subscribed for — you don't have to turn them off one by one.

When you resubscribe, the reminders and automations that were paused for this reason turn back on automatically (automations return once your plan includes automations). Anything you paused or deleted yourself stays that way.


# Usage & model rates
Source: https://help.notis.ai/account-and-settings/billing/usage-and-rates

How your monthly usage budget is tracked, what each model costs, and what happens when you reach the cap.

### How do limits work?

Each plan includes a monthly agent usage budget denominated in dollars. Each Notis message deducts from that budget using Notis model rates, which include a 20% service markup over the provider's published API price for OpenAI models. You can view your billing cycle, included usage, On-Demand usage, and request breakdowns on the [Usage page](https://app.notis.ai/usage) of your portal. In a Manager thread, the usage indicator also shows the thread's completed cost and how much context the latest completed run used.

If you use Notis with a team, everyone shares one monthly usage pool. For example, a 10-person team on a plan with \$150 of included monthly usage per seat gets a shared \$1,500 pool for the month. Any teammate can use it, and all team activity counts toward the same total. The Usage page shows the team's shared usage for the current billing cycle, and billing settings are managed by the team owner.

Notis manages model routing automatically based on the task. Prices below are shown per 1M tokens and reflect the current Notis rates after markup.

### Auto mode

By default, Notis runs on **Auto** (recommended). Instead of a fixed model, Notis's smart router reads each turn and picks the intelligence level — model and reasoning effort together — that fits the task: light, inexpensive work for a quick reply, and a stronger model for a hard, multi-step task. Because the choice is made per turn, a single conversation can move up and down levels as the work changes, so you only pay for the capability each step actually needs.

### Intelligence levels

<div>
  <span>PRO+</span>
  <span>Pin custom defaults with Pro+ and Ultra</span>
</div>

You can **pin** an intelligence level — per conversation in the [Desktop and Web app](/channels/manager#intelligence-and-priority), as a per-channel default in [Channels](/channels/channels-compared#default-intelligence-%26-priority), or per automation in the [automation editor](/get-started/automate#intelligence) — instead of letting Auto choose. Each level sets the model and its reasoning effort together:

| Level  | Model         | Reasoning effort | Price vs Medium |
| ------ | ------------- | ---------------- | --------------: |
| High   | gpt-5.6-sol   | Medium           |            ×2.5 |
| Medium | gpt-5.6-terra | Low              |              ×1 |
| Low    | gpt-5.6-luna  | XHigh            |             ÷10 |

The multiplier compares each model's regular per-token rates with Medium. Reasoning can change how many tokens a message uses, so actual billing always uses the real token counts and rates below.

### Processing tiers (priority)

Notis chooses the processing tier automatically, but on a plan with priority access you can pin one per thread or per channel alongside the intelligence level (it shows as **Standard / Fast / Economy** in the picker):

| Tier (picker label) | Price vs Standard | When it's used automatically                                       |
| ------------------- | ----------------: | ------------------------------------------------------------------ |
| Fast                |    ×2 for GPT-5.6 | Voice interactions when the model supports it                      |
| Standard (Normal)   |                ×1 | Default for regular messages and user-triggered work               |
| Economy (Flex)      |                ÷2 | Background or automation-triggered work when the model supports it |

If a model does not support Economy or Fast, Notis uses its Standard rate instead. The Economy and Fast token tables below show the resulting per-token rates.

<Note>
  **Automations always run on Economy (Flex)** — about half the base price, at a lower (slower) priority. That's fixed and separate from the per-automation [Intelligence](/get-started/automate#intelligence) setting: pinning an automation to High or Low changes only its model and effort, never its priority, so it keeps the Flex discount either way.
</Note>

<Tabs>
  <Tab title="Normal">
    | Model         |  Input | Cached input |  Output |
    | ------------- | -----: | -----------: | ------: |
    | gpt-5.6-sol   | \$6.00 |       \$0.60 | \$36.00 |
    | gpt-5.6-terra | \$2.40 |       \$0.24 | \$14.40 |
    | gpt-5.6-luna  | \$0.24 |      \$0.024 |  \$1.44 |
  </Tab>

  <Tab title="Flex">
    | Model         |  Input | Cached input |  Output |
    | ------------- | -----: | -----------: | ------: |
    | gpt-5.6-sol   | \$3.00 |       \$0.30 | \$18.00 |
    | gpt-5.6-terra | \$1.20 |       \$0.12 |  \$7.20 |
    | gpt-5.6-luna  | \$0.12 |      \$0.012 |  \$0.72 |
  </Tab>

  <Tab title="Fast">
    | Model         |   Input | Cached input |  Output |
    | ------------- | ------: | -----------: | ------: |
    | gpt-5.6-sol   | \$12.00 |       \$1.20 | \$72.00 |
    | gpt-5.6-terra |  \$4.80 |       \$0.48 | \$28.80 |
    | gpt-5.6-luna  |  \$0.48 |      \$0.048 |  \$2.88 |
  </Tab>
</Tabs>

For unusually large GPT-5.6 requests with more than 272,000 input tokens in total
(including cached input), the whole request uses long-context rates: input and cached
input are charged at 2× the table rate, and output at 1.5×. A request with exactly
272,000 input tokens still uses the regular rates above.

Specialized tools use their own model rates:

Deep Research uses **gpt-5.6-terra** with public-web search. Its cost is based on
the input and output tokens reported for the finished research, using the Terra
rates in the tables above; there is no separate per-report list price.

| Tool model                                     | Pricing basis                                      |                                                     Notis rate |
| ---------------------------------------------- | -------------------------------------------------- | -------------------------------------------------------------: |
| Nano Banana Pro (`gemini-3-pro-image-preview`) | Text input / image input / reasoning / text output |              \$2.40 / \$2.40 / \$14.40 / \$14.40 per 1M tokens |
| Nano Banana Pro (`gemini-3-pro-image-preview`) | Image output                                       |                                         \$144.00 per 1M tokens |
| gpt-image-2                                    | Text input / cached text input / text output       |                        \$6.00 / \$1.50 / \$12.00 per 1M tokens |
| gpt-image-2                                    | Image input / cached image input / image output    |                        \$9.60 / \$2.40 / \$36.00 per 1M tokens |
| gpt-transcribe                                 | Transcription                                      |                                            \$0.0054 per minute |
| gpt-4o-mini-tts                                | Text input / audio output                          |                                 \$0.72 / \$14.40 per 1M tokens |
| eleven\_v3                                     | Text read aloud                                    | \$237.60 per 1M characters (about \$0.24 for 1,000 characters) |
| Firecrawl                                      | Web page read                                      |                                              \$0.0038 per page |
| sora-2-pro                                     | 720p video output                                  |                                              \$0.36 per second |

Reading text aloud and reading a web page are counted in your usage like everything else. Both used to be free, so if you use them a lot you will now see them in your usage breakdown.

[Premium Tools](/tools/included-tools) are counted the same way. Each one has its own price per use, shown on its page, and it comes out of the same monthly usage.

### What happens when I reach my limit?

Once your monthly usage is exhausted, Notis notifies you and prompts you to either upgrade to a higher tier, activate **On-Demand Usage**, or wait for your billing cycle to reset. On teams, that means the shared team pool is exhausted.

On-Demand is optional. If you leave it disabled, Notis pauses paid work once your plan cap is exhausted. If you enable it, Notis can keep working past your included credits and bill the extra usage separately. You can choose a fixed monthly On-Demand limit or use Unlimited mode.

Read the full guide here: [On-Demand Usage](/account-and-settings/billing/on-demand-usage).


# Privacy & Security
Source: https://help.notis.ai/account-and-settings/privacy-and-security

Learn more about our security and privacy practices.

At Notis, we prioritise the security and privacy of your data. This document outlines the security and privacy practices, as well as the compliance standards of the platforms we use to deliver our services.

## Privacy Approach

The privacy of your data is paramount for us. To ensure maintaining it we focus on the following principles:

1. We do our best to comply with GDPR standards and only work with providers that comply with GDPR and, in particular, with EU data residency requirements.

2. We do not access your data without prior consent and have strict access control to our production environment.

For certain integrations, Notis uses vetted processors:

* Composio to manage authentication and execute user‑initiated actions in connected apps (including Google services). OAuth is provisioned via Composio's developer app strictly to perform the actions you enable.[\[1\]](https://www.composio.dev/privacy)[\[2\]](https://docs.composio.dev/getting-started/welcome)

* supermemory to provide the long‑term memory layer for personalized experiences

Both process data only to deliver the features you request. You can disconnect integrations at any time in‑app and at the provider. Tokens are stored encrypted and can be revoked at any time.

[Learn more in our Privacy Policy](https://notis.ai/policies/privacy)

### Who can read my conversation with Notis

* Only Flo is authorized in the production databases of our suppliers. We will always reach out to you to ask for your permission to view your conversations with Notis for debugging purposes and you'll always be free to refuse.

### Can my personal data be used to train LLMs?

No, your personal data is not used to train large language models (LLMs). We adhere to strict data processing principles that ensure your conversations and personal information remain private and are not incorporated into AI training datasets. Our LLM providers (primarily OpenAI) [have confirmed](https://platform.openai.com/docs/concepts) they do not use customer data shared through their API for training purposes.

### Are you GDPR compliant?

Notis is committed to protecting the privacy rights of individuals in accordance with the General Data Protection Regulation (GDPR). We have implemented the following measures:

* Data Processing Agreements (DPAs) with all our service providers

* Mechanisms for data subject access requests

* Data retention policies that limit how long we keep your information

* EU data hosting when available

* Transparency about data processing activities

### What’s the deletion policy for my data?

Notis respects your right to have your data deleted. We have implemented a comprehensive data deletion process that ensures your information is properly removed from our systems when requested.

* **User-Initiated Deletion**: You can request the deletion of your data at any time by contacting us through our live chat.

* **Deletion Process**: When we receive a deletion request, we will remove your personal data from our active systems within 30 days (most often in a couple of hours).

* **Backup Retention**: Data may persist in encrypted backups for up to 90 days after deletion from active systems, after which it will be automatically purged.

* **Exceptions**: We may retain certain information as required by law or for legitimate business purposes, such as fraud prevention, accounting, or legal obligations.

We are committed to making the deletion process as straightforward as possible while maintaining compliance with applicable regulations.

## Security Measures

We take your data security very seriously. To ensure the security of your data, we focus on the following principles:

* Strict access controls of our production environment. Only Flo, the founder and creator of Notis has access to them.

* All our suppliers with visibility on your discussions with Notis are requested to be SOC2 or ISO certified — exception made of Telegram and Supermemory.

* Backup systems with encrypted storage.

### Secure File Sharing & Link Mechanisms

Notis utilizes Supabase to host and manage all attachments, audio files, and documents shared between users and Notion. Our approach to secure file sharing follows these principles:

* **Unique URL Generation**: Every shared link or URL contains a unique identifier that includes the user ID and other randomized components, making it practically impossible to guess or brute force.

* **Public Bucket Architecture**: We use public buckets to enable seamless sharing between channels (WhatsApp, Telegram, email) and Notion, which eliminates the need for complex authentication processes.

* **Security Through Obscurity+**: While the links are technically accessible without authentication if someone has the exact URL, the complexity and uniqueness of each URL provide a high level of practical security against unauthorized access attempts.

* **No Sign-up Required**: Recipients can access shared documents directly through the provided links without needing to create accounts or authenticate, improving user experience while maintaining security.

This approach balances security needs with usability considerations. While we do not require authentication for accessing shared files, the mathematical improbability of guessing valid URLs makes this a secure solution for most use cases. For highly sensitive data, we recommend additional security measures such as encrypting the content before sharing or using Notion's native permission controls.

## Platform Providers Security Overview

We use the following platform providers to deliver the Notis experience. Below you'll find the security and privacy practices of each of our partners.

| **Platform**                                | Purpose                                | **Certifications**                                   | **GDPR Compliance** |
| ------------------------------------------- | -------------------------------------- | ---------------------------------------------------- | ------------------- |
| [Notion](https://trustcenter.notion.com/)   | Insert, update and find documents      | ISO/IEC 27001, 27701, 27017, 27018, and SOC 2 Type 2 | Fully compliant     |
| [Supabase](https://security.supabase.com/)  | Our main database and file storage     | SOC 2 Type 2, HIPAA                                  | Fully compliant     |
| [OpenAI](https://trust.openai.com/)         | LLM and RAG                            | SOC 2 Type 2, CSA STAR Level 1, ISO 27701:2019       | Fully compliant     |
| [Render.com](http://Render.com)             | Hosting                                | ISO/IEC 27001, SOC 2 Type 2                          | Fully compliant     |
| [Langfuse](https://langfuse.com/security)   | Tracing for debugging                  | ISO/IEC 27001:2022, SOC 2 Type II                    | Fully compliant     |
| [Twilio](https://security.twilio.com/)      | WhatsApp integration                   | ISO/IEC 27001, 27017, 27018, and SOC 2 Type 2        | Fully compliant     |
| **Telegram**                                | Telegram integration                   | No known ISO certifications or SOC 2 compliance      | Fully compliant     |
| [**Composio**](https://trust.composio.dev/) | Managed auth and integration execution | SOC2, ISO 27001:2022                                 | Fully compliant     |
| [supermemory](https://supermemory.ai)       | Long-term memory layer for Notis PRO+  | Not yet certified                                    | Fully compliant     |
| [Customer.io](http://Customer.io)           | Automation & customer messaging        | ISO 27001, SOC 2 Type II, HIPAA, GDPR, CCPA          | Fully compliant     |

## Privacy and Security Contact

If you have any questions about our privacy and security practices or wish to report a security concern, please contact us through our live chat.


# Referral Program
Source: https://help.notis.ai/account-and-settings/referral-program

Share your personal Notis link, give friends 10% off, and earn 30% of every sale.

## Find your referral link

Every Notis account gets a personal referral link and a personal 10% discount code automatically.

1. Open the Notis portal.
2. Click your account in the bottom-left corner.
3. Choose **Refer & earn**.
4. Click **Copy link** or **Share link**.
5. You can also copy your personal discount code for friends to enter at checkout.

Anyone who subscribes through your link saves 10%. You earn 30% of every sale, with no commission cap.

Your discount code is a backup for places where a link is hard to use, such as a podcast, video, or in-person recommendation. Your friend can enter it at checkout to receive the same 10% saving and make sure the referral is credited to you.

## Follow your referrals

On the **Refer & earn** page, click **Open partner dashboard**. Notis signs you in securely, so you do not need a separate password.

The partner dashboard shows visits, referrals, commissions, and payouts. Your personal link keeps working when you share it in a message, post, newsletter, tutorial, or client recommendation.

## If your link is not ready

Make sure your Notis account has a confirmed email, then click **Try again**. If the problem continues, contact us through the Help Center.


# Teams
Source: https://help.notis.ai/account-and-settings/teams

Manage your team on Notis: invite teammates, view who installed automations in the team library, handle central billing, and configure team settings.

<div>
  <span>PRO+</span>
  <span>Included with Pro+ and Ultra</span>
</div>

Notis Teams allows you to collaborate with colleagues, share automations, and manage billing centrally. This guide covers everything you need to know about setting up and managing your team.

Your team's included usage is pooled. If your plan includes \$150 of monthly usage per seat and you have 10 paid seats, your team gets one shared \$1,500 monthly pool. Any teammate can use it, and all team activity counts toward the same total.

## Getting Started with Teams

### Creating a Team

To create a team, head to the Notis portal and navigate to **Teams** in the settings. From there, you can create a new team and start inviting members.

<Tip>
  All team members can only be on the same subscription tier. Notis for team is available in the PRO+ and ULTRA tier.
</Tip>

### Inviting Teammates

You invite teammates by email. When you send an invite:

* Enter the teammate's email (their name is optional)

* The invitee receives an email with a link to join your team

* Once onboarded, they'll have access to shared team resources

<Tip>
  You're only billed for a seat once the teammate **activates** their account (finishes onboarding). A pending invite that hasn't been accepted yet does not add a paid seat.
</Tip>

<Tip>
  **Resending Invites:** If a teammate hasn't joined yet, you can resend the invite from the Teams settings. They'll be prompted to complete onboarding. You can follow their onboarding status from the team page.
</Tip>

<Warning>
  You can only invite teammates that don't have an active subscription yet. Contact our support if you need to consolidate a teammate with an active subscription.
</Warning>

### Removing Team Members

To remove someone from your team:

1. Go to **Teams** → **Members**

2. Find the member and click **Remove**

3. Their access to team resources is revoked immediately

<Warning>
  Removing a teammate does **not** automatically lower the number of seats you pay for — the freed seat stays available so you can invite someone else into it. When you want to stop paying for it, lower your subscriber count on the **Subscribe** page. You can't set fewer seats than the number of active members on your team.
</Warning>

## Managing Team Seats

You control how many seats you pay for from the **Subscribe** page, in the **Team Seats** card, using the + / − stepper:

* A seat is **added automatically** when an invited teammate activates their account.

* Removing a teammate never reduces your seats automatically — use the stepper to lower them when you're ready.

* The minimum is the number of active members currently on your team.

* Increasing seats charges the prorated amount immediately; decreasing takes effect without an immediate refund (the seat was already paid for the current cycle).

<Tip>
  Only the team owner can change the shared plan, paid seat count, or On-Demand settings. Teammates can see the team's shared plan and usage, but should ask the owner when billing needs to change.
</Tip>

## Team Usage and Spend Limits

The **Team** page shows how the shared pool is being used, and lets you cap any teammate's share of it.

### Seeing who is using what

Under **Usage this period** you get one row per teammate: what they have spent this billing period, their share of the pool, and their limit if they have one. Teammates see only their own row.

For a closer look, open the **Usage** page. As the team owner you get a scope switcher next to the date picker:

* **My usage** — your own activity, exactly as before

* **Entire team** — every teammate's activity together, with a **Member** column and a per-member breakdown you can click into

* **Any teammate by name** — one person's activity on its own

<Note>
  Usage views show costs, timestamps, channels and statuses — never message content. You cannot read a teammate's conversations from the Usage page, the Team page, or the API, and neither can anyone else on the team. That applies to owners too.
</Note>

### Setting a spend limit

In the **Limit** column, switch a teammate from **No limit** to **Fixed** and enter a dollar amount, then save.

* **No limit** (the default) means they draw from the shared pool like everyone else.

* A fixed limit blocks them once their own spend for the period reaches it, even if the pool still has credit.

* **\$0** is a real setting: it stops them spending entirely.

* Limits reset with your billing period, and you can change or remove one at any time.

When a teammate hits their limit they keep full access to the portal, but new work is answered by the account assistant explaining that their limit is reached and to ask you to raise it. Their scheduled automations are skipped and voice calls are declined until you change it or the period rolls over.

<Tip>
  Limits are ceilings, not reservations. You can hand out limits that add up to more than the pool — the pool still runs out first. The Team page warns you when the total goes over so it is a deliberate choice.
</Tip>

You can set a limit on your own account too. Notis asks you to confirm first, because past that point you get routed to the account assistant like anyone else.

<Note>
  During a trial the whole team shares one flat pool rather than a per-seat amount, so limits above that pool never come into play.
</Note>

## Team Automations Library

The Team Automations Library lets your team share and discover automations created by teammates.

### Browsing the Library

* Open **Automations** in the portal — templates shared by your team appear in the **Team templates** section

* See all automations shared by your team, with their trigger and delivery channel

* Templates you already installed show an **Installed** badge instead of the install button

### Sharing Your Automations

To share an automation with your team:

1. Create or open an existing automation

2. In the automation menu, select “Publish as template”

3. You can select the name, description, and editing privilege of your template.

The template creator always keeps editing access. You can let everyone on the team edit, or choose specific teammates.

### Installing Team Automations

When you find an automation you want to use:

1. Click **Install** on the automation card

2. A linked automation is added to your personal automations and the editor opens

3. Review the delivery channel and schedule to fit your workflow

<Tip>
  Automations created from a template stay linked to it. Template updates to the name, instructions, intelligence, and conversation context sync automatically to every linked automation. Your own delivery channel and schedule stay personal and are not overwritten.

  If you have permission to edit the template, editing a linked automation also lets you update those shared fields for the whole team. If you only want to change the instructions for yourself, duplicate it into a new automation first.
</Tip>

## Sharing apps, skills, and automations

Everything your team shares stays private to the team — people outside it cannot see or install anything. Each resource type has its own home:

* **Apps** — the App Store's **Team** channel. See [Publish an app](/apps/publishing) and [Install from the Store](/apps/install-from-store).
* **Skills** — the **Skills** page: publish from a skill's menu, install from the **Team skills** section. See [Skills → Share a custom skill with your team](/tools/skills#share-a-custom-skill-with-your-team).
* **Automation templates** — the **Automations** page's **Team templates** section, described above.


# User Settings
Source: https://help.notis.ai/account-and-settings/user-settings

Customize your account, beta access, and Your Computer preferences.

## Manage your Settings in the Portal

<img alt="CleanShot 2025-08-21 at 13.56.13@2x.png" />

Open the Notis portal and click **Account Settings** in the bottom-left navigation area.

The portal settings include:

* **Email and email aliases:** this is the email recognized by Notis for [sending](https://www.notion.so/23f6f212c58c80dda445c0772ac819f9) you and [receiving emails](/channels/email).

* **Full name:** the name Notis uses when addressing you.

* **Custom Prompt:** global instructions Notis should follow across all tasks. Use this for account-wide preferences; for Notion-specific behavior, prefer the description of the relevant Notion database.

* **Join Beta Program:** <span>PRO+</span> opt in to beta features with Pro+ or Ultra. Beta features can change more often than the stable product.

## Your Computer in the Desktop App

Your Computer lets Notis use your local Mac for commands, browser tasks, and app control when a task cannot be completed safely or reliably in the cloud.

Your Computer is included with **Ultra**. Its row always appears in Account Settings when you use the Notis desktop app:

* While access is loading, the row waits without changing your current setting.
* If access cannot be checked, use **Retry**.
* Without Ultra, the row shows an **Upgrade to Ultra** button. Team members are asked to contact their workspace owner.
* With Ultra, the row shows the activation switch.

When you activate Your Computer:

1. Notis explains what local access allows.
2. You choose whether to include Desktop Use.
3. You confirm, and the setting turns on.

This extra confirmation exists because local websites, files, and automation triggers can contain prompt injection attempts. Only enable Your Computer if you are comfortable letting Notis act on your computer.

After Your Computer is enabled, **Approval mode** controls when local actions on your computer require your approval.

If your workspace no longer includes Ultra, Notis turns Your Computer and Desktop Use off automatically.

## Agents routing

**Agents routing** has its own entry in the account menu, just above
**Settings**. It appears only when the feature is available for your account.

That is where you connect Codex and Claude Code — in your Notis cloud computer
or on your own machine through the desktop app — and where you set the account
default for the work Notis delegates. Nothing else is chosen there: routing is
picked per channel, per automation, and per conversation, each with its own
explicit fallback checkboxes rather than a fixed order.

* [Agent routing overview](/agent-routing/overview) — the five targets and what the fallbacks do.
* [Connect your agents](/agent-routing/connect-agents) — signing each target in.
* [Route channels, automations, and conversations](/agent-routing/route-channels-and-automations) — where to apply a target.

## Manage your Settings with Notis

Notis can also adjust the following settings for you:

* **Email**

* **Full Name**

* **Preferred Language:** this is the language set during your onboarding. You can also set your language per database by adding an instruction in the database description.

* **Timezone:** the timezone is used to run your automations and reminders at the correct time. It is normally inferred from your phone country code, but you can ask Notis to set a specific timezone.

* **Dictionary:** Notis can manage a dictionary of words the speech engine does not recognize correctly. Simply ask Notis something like: "Can you remember that Notice is spelled Notis?"

## Delete Account

You can permanently delete your Notis account from the portal under user settings. This action is irreversible and will remove all your data, automations, and connected integrations.

## Remove All Memories

You can permanently delete all your Notis long term memory. This action is irreversible and will remove all saved memories, including the ones you uploaded from the portal.


# Connect your agents
Source: https://help.notis.ai/agent-routing/connect-agents

Sign Codex and Claude Code in to Notis — device code in the cloud, your own CLI login on your machine, never an API key.

Every target except **Notis** runs on a coding-agent account you sign in yourself. The two cloud targets are connected inside Notis; the two local ones reuse the CLI login that already exists on your machine. All four are shown in one place: open your account menu and choose **Agents routing**. Each target has its own status card and, when it is not ready, says what it needs.

<Note>
  Notis never asks for an API key and never accepts one. Every coding-agent target runs on your own Codex or Claude subscription, so usage lands on the account you already pay for. The one credential you ever paste — the Claude setup token below — is a subscription login minted by Claude Code itself, not an API key.
</Note>

## Codex Cloud

Codex Cloud signs in with a device code, the same way you would sign a TV app in to a streaming service. Nothing is typed into Notis.

<Steps>
  <Step title="Open Agents routing">
    Account menu → **Agents routing** → the **Codex Cloud** card.
  </Step>

  <Step title="Start the connection">
    Press the button on the card. It reads **Connect Codex Cloud** the first time, **Continue authorization** while an authorization is still waiting on you, and **Reconnect** after an attempt expired or failed — all three start or resume the same flow. Notis prepares your cloud computer and installs the Codex CLI there, which takes a few seconds the first time.
  </Step>

  <Step title="Approve on OpenAI">
    The card shows a verification link and a short code, and Notis opens that link for you. Enter the code and approve with the ChatGPT account whose Codex subscription you want to use. The copy button next to the code puts it on your clipboard.
  </Step>

  <Step title="Come back">
    The card flips to **Connected**. The authorization code is single-use and expires after about 20 minutes — if you miss the window, press **Reconnect** and start again.
  </Step>

  <Step title="Switch accounts later">
    Press **Disconnect** on the connected Codex Cloud card. This signs Codex out without deleting your cloud files. Press **Connect** again and approve with the other ChatGPT account.
  </Step>
</Steps>

Your Codex credential is written by the Codex CLI itself, inside your own cloud computer. Notis only ever handles the verification link and the short code.

## Claude Cloud

Claude Code has no device-code flow, so the credential comes from a token you mint yourself.

<Steps>
  <Step title="Mint a token on your own machine">
    In a terminal, run:

    ```bash theme={null}
    claude setup-token
    ```

    Claude Code opens your browser, you log in with your normal Claude subscription, and the command prints a token.
  </Step>

  <Step title="Paste it into Notis">
    Account menu → **Agents routing** → the **Claude Cloud** card → paste only the token and press **Connect Claude Cloud**. If your terminal wrapped it onto two lines, paste both lines — Notis joins them automatically. The field is masked, and Notis never shows the token again.
  </Step>

  <Step title="Notis verifies it">
    Notis installs the Claude Code CLI in your cloud computer, stores the token there, and runs a check. If the token is good, the card flips to **Connected** and the button becomes **Disconnect**. If Claude refuses the token, the card says so and nothing is stored.
  </Step>
</Steps>

What this means in practice:

* **Notis never sees your Claude login.** You log in to Anthropic in your own browser. Notis receives only the token that command printed.
* **The token lives in your cloud computer, nowhere else.** It is written to a private file that only your sandbox can read. It is not stored in the Notis database, not shown again after you save it, and not written to any log.
* **It lasts one year.** Anthropic issues `setup-token` credentials with a one-year lifetime, and there is no renewal notice — the first sign that it expired is a Claude Cloud run failing. Re-run `claude setup-token`, paste the new value, and you are back. If you want a reminder, ask Notis to set one for eleven months out.
* **You can disconnect at any time.** Removing the connection deletes the token from your cloud computer.

Anthropic documents `claude setup-token` as the supported way to authenticate "CI pipelines, scripts, or other environments where interactive browser login isn't available". That is exactly what your cloud computer is.

## Codex Local and Claude Local

The local targets have nothing to connect inside Notis — they reuse the CLI you already use in your own terminal. You need three things:

1. **The CLI installed and logged in.** Run `codex login` or `claude` once in your terminal and sign in with your subscription. Confirm it works there before expecting Notis to use it.
2. **The Notis desktop app running and signed in**, with **Your Computer** enabled. That toggle is the trust boundary — see [Your Computer](/your-computer/overview) for the full setup.
3. **The desktop app awake.** A sleeping laptop makes a Local target unavailable. Pin Auto if you want Notis to keep answering elsewhere; pin the Local target if you want the request to fail rather than move.

Notis never reads, copies, or transmits your local CLI credential. It asks the CLI to run a task and reads back the result.

## Reading the status cards

Each card carries a status badge, and often a line of detail under it explaining the badge.

| Status                                   | Where it appears | What it means                                                                                                                               |
| ---------------------------------------- | ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------- |
| **Connected**                            | Any target       | Ready to be routed to.                                                                                                                      |
| **Not connected**                        | Cloud targets    | Nothing has been connected yet, or the credential was removed. Connect it here.                                                             |
| **Sign in needed**                       | Local targets    | The CLI is installed on your machine but not signed in. Run `codex login` or `claude` in your terminal.                                     |
| **Not installed**                        | Any target       | The CLI is missing — install Codex or Claude Code locally, or press the connect button again so Notis reinstalls it in your cloud computer. |
| **Disconnected**                         | Local targets    | The Notis desktop app is not reachable — usually asleep, quit, or **Your Computer** turned off.                                             |
| **Update required**                      | Local targets    | The desktop app is too old to run delegated tasks. Update it.                                                                               |
| **Starting** / **Authorization pending** | Codex Cloud      | The connection is in progress. **Authorization pending** means the link and code are on the card, waiting for you.                          |
| **Expired**                              | Codex Cloud      | The authorization was not approved inside its 20-minute window. Press **Reconnect**.                                                        |
| **Needs attention**                      | Codex Cloud      | The authorization did not complete. Press **Reconnect**.                                                                                    |
| **Unavailable**                          | Any target       | Notis could not read the status just now. Press **Check again**.                                                                            |

Any other badge is passed straight through from the runtime check; the detail line under it says what happened.

A target that is not ready still shows up in every routing picker, dimmed and marked **NOT CONNECTED**. Clicking it opens **Agents routing** instead of selecting it — or, if you are already there, points you at the cards above — so you cannot accidentally aim a channel at something that cannot run.

## Related

* [Agent routing overview](/agent-routing/overview) — Auto versus the five named targets.
* [Route channels, automations, and conversations](/agent-routing/route-channels-and-automations) — where to apply a target.
* [Your Computer](/your-computer/overview) — enabling the desktop bridge.
* [Cloud Computer](/tools/cloud-computer) — the container the cloud targets run in.


# Overview
Source: https://help.notis.ai/agent-routing/overview

Choose which agent runs your work — Auto, Notis, Codex, or Claude Code — and whether it runs on your computer or in your Notis cloud.

When you give Notis a real piece of work — refactor a repo, dig through a project, run a long research task — Notis hands it to an agent. Agent routing is where you say *which* agent that is, and *where* it runs.

There are six choices:

| Target           | What runs                | Where it runs                                   |
| ---------------- | ------------------------ | ----------------------------------------------- |
| **Auto**         | Notis picks              | Local before cloud, then hosted Notis           |
| **Notis**        | The hosted Notis agent   | Notis servers                                   |
| **Codex Cloud**  | Your Codex account       | Your Notis cloud computer                       |
| **Claude Cloud** | Your Claude Code account | Your Notis cloud computer                       |
| **Codex Local**  | Your Codex CLI           | Your own machine, through the Notis desktop app |
| **Claude Local** | Your Claude Code CLI     | Your own machine, through the Notis desktop app |

## Auto versus a named target

**Auto** is the default. Notis ranks every coding-agent target your account can actually reach — your machine first, then your cloud computer, preferring whichever subscription still has usage left — and walks that chain. If nothing is connected, Auto lands on hosted Notis. Auto never fails: there is always somewhere to run.

A **named target** is a promise. If you pick Codex Local and your laptop is asleep, the request fails and says so. It does not quietly answer from a machine that has never seen your repository. That is deliberate: the old behaviour silently walked Desktop → Cloud → Notis, which could move a local coding task onto a host with none of your files.

There are no fallback checkboxes. Choosing Auto *is* the fallback ladder; choosing a named target is the hard pin.

## Local versus cloud

**Local** targets run the coding agent you already installed and signed in to, on your own computer. Notis sends it the task and reads back the result — your Codex or Claude login stays in that CLI's own credential store and never leaves the machine. The agent gets whatever your local CLI allows: your repositories, your files, your tools. It needs the [Notis desktop app](/your-computer/overview) running.

**Cloud** targets run the same first-party CLI inside your [Cloud Computer](/tools/cloud-computer) — an isolated container that belongs to your account. It stays available when your laptop is asleep, and the agent is boxed inside the container rather than sitting on your machine. Cloud targets need a plan that includes the Cloud Computer.

Either way, the model bill goes to your own Codex or Claude subscription. Notis never asks for an API key and never accepts one.

**Notis** is the hosted agent: no coding-agent account required. It is also where Auto ends when nothing else is ready.

## Where routing is decided

Notis resolves routing for each turn in this order, first match wins:

1. **This conversation** — the agent picker in the Notis overlay or chat sidepanel.
2. **This channel or automation** — the default you set on a channel, or on a single automation.
3. **Account default** — usually Auto after migration; Agents routing no longer sets this from the UI.

So a channel pinned to Codex Local with Auto everywhere else is a normal setup, and picking Claude Cloud once from the overlay does not change anything permanently.

## Related

* [Connect your agents](/agent-routing/connect-agents) — sign each target in.
* [Route channels, automations, and conversations](/agent-routing/route-channels-and-automations) — set routing per scope.
* [Your Computer](/your-computer/overview) — what the desktop app makes reachable.
* [Cloud Computer](/tools/cloud-computer) — the isolated container the cloud targets use.


# Route channels, automations, and conversations
Source: https://help.notis.ai/agent-routing/route-channels-and-automations

Set Auto or a named agent for one channel, one automation, or a single conversation.

Routing is set in three places, from broadest to narrowest. Each one falls back to the one above it, so you only set what you actually want to differ.

| Scope            | Where you set it                                  |
| ---------------- | ------------------------------------------------- |
| One channel      | Channels page → the channel's defaults            |
| One automation   | The automation editor                             |
| One conversation | The agent picker in the overlay or chat sidepanel |

At request time Notis takes the narrowest choice that exists: conversation, then channel or automation, then the account default (Auto unless you have changed it elsewhere).

**Agents routing** in the account menu is only for connecting Codex and Claude. It does not pick an account-wide target — that default is Auto.

## One channel

Open the **Channels** page, then the defaults for the channel you want — WhatsApp, Telegram, Slack, email, the desktop app, and so on.

The **Agent** section lists Auto, then Notis, Codex Cloud, Claude Cloud, Codex Local, and Claude Local. Leave it on **Auto** unless you want that channel pinned. Save, and every message arriving on that channel routes there.

This is the useful one for splitting work by context: WhatsApp on Auto for everyday chat, the desktop app on **Codex Local** because that is where your repositories are.

## One automation

Open the automation and set its **Agent** in the editor.

* An automation that must touch your local machine — a nightly repository job, something reading local files — should pin a Local target. If the machine is offline, the run fails loudly instead of answering from a host without your files.
* An automation that just needs *an* answer — a daily digest, a summary — should stay on **Auto** so a sleeping laptop does not skip your morning brief.

An automation with no routing set inherits Auto (or whatever narrower scope sits above it).

## One conversation

In the Notis overlay and in the chat sidepanel, the composer has an agent picker alongside the intelligence and speed pickers. Open it with `⌥ A`, or click it, then choose with the arrow keys or the number next to each target.

Two things to know:

* **It only affects that conversation.** Nothing is saved to the channel or your account.
* **Unconnected targets are dimmed.** Clicking one takes you to **Agents routing** to connect it, rather than selecting a target that cannot run.

The button next to the composer names the current target whenever it is not plain Auto/Notis inheritance, so you can always see where the next message is going. A dashed outline means the target is inherited from your channel; a solid one means you picked it for this conversation.

## A worked example

A setup that keeps local work local without making everything brittle:

* **Everywhere else:** Auto. Everyday chat always answers, and prefers your machine when it is awake.
* **Desktop app channel:** Codex Local. Coding work runs on your machine, or fails rather than being answered by an agent with no access to your code.
* **Nightly repository automation:** Codex Local. It runs where the repository is, or it tells you it did not run.

## Related

* [Agent routing overview](/agent-routing/overview) — Auto versus named targets.
* [Connect your agents](/agent-routing/connect-agents) — signing each target in.
* [Automations](/get-started/automate) — building the automations you route.
* [Channels compared](/channels/channels-compared) — the channels you can set defaults on.


# Ship Apps
Source: https://help.notis.ai/agents/build-and-ship-apps

Use your favorite coding agent to build apps and deploy them to Notis Cloud.

Coding agents are great at writing app code. Notis gives that code somewhere useful to live.

Building and deploying a Notis App from your coding agent runs through the Notis
CLI and is included with Pro+ and Ultra. New accounts can try it for their first
7 days before picking a plan.

Build with ChatGPT desktop, Claude Code, Cursor, OpenClaw, Hermes, OpenCode, or another local agent, then deploy the app to Notis Cloud and share it with your team.

## What this solves

When you build an app from scratch, you still have to figure out hosting, databases, auth, permissions, deployment, and team distribution.

Notis Apps packages those pieces into one installable product inside Notis.

## What your agent can build

A Notis App can include:

* A custom UI inside the Notis sidebar.
* Databases for the app's data.
* Automations and skills.
* Integration access through Notis.
* Listing details for sharing or publishing.

## Start from Notis

1. Open the [Notis portal](https://app.notis.ai).
2. Click **+ Create app**.
3. Choose **your local code agent**.
4. Copy the generated prompt into ChatGPT desktop, Claude Code, Cursor, OpenClaw, Hermes, OpenCode, or your agent of choice.

The prompt tells the agent how to use the Notis CLI to create, develop, and deploy the app.

## Ship it

Your agent builds and deploys the app to your Notis workspace. From there, you can:

* Use it yourself.
* Share it with your team.
* Publish it in the team store.
* Submit it to the public Store after reviewing the final Store page.

## Related

* [Notis Apps](/apps/overview)
* [With Notis](/apps/build-with-notis)
* [Publish an app](/apps/publishing)


# Sync Integrations
Source: https://help.notis.ai/agents/connect-integrations

Connect apps once in Notis, then use them from ChatGPT, Claude, Grok, Notion, or your coding agent.

Notis gives your coding agents one shared path to the apps and databases
connected to your account.

Instead of reconnecting Gmail, Slack, GitHub, Notion, Linear, Calendar, and MCP
servers separately for every agent, connect each service once in Notis.

## Choose how your agent connects

* **Notis CLI** — Best for ChatGPT desktop, Claude Code, Cursor, OpenClaw, Hermes, OpenCode, and other agents that can run commands.
* **Remote MCP** — Best for ChatGPT on the web, Claude, Grok, Notion, and other apps with an MCP connections page.

Both use the same account. You can use the CLI in one agent and Remote MCP in
another without connecting your apps again.

## Start with the Notis CLI

Give this command to your coding agent:

```bash theme={null}
npx --package @notis_ai/cli@latest -- notis start
```

Your agent asks for your email, guides you through sign-in, and gives you a
secure Notis link for each app you want to connect.

The sign-in link opens the [Notis desktop app](/channels/manager), which is what signs the
Notis CLI in on your machine. Install it first if you do not have it yet. See
[Start with the Notis CLI or Remote MCP](/agents/overview) for the full walkthrough.

## Use it with an agent

For example:

```text theme={null}
Use the Notis CLI to find my latest GitHub issues and draft a Slack update.
```

The agent finds the right action and runs it through your Notis account. You do
not need to configure each app again inside every agent.

## Connect a new integration

If an integration is not connected yet, your agent gives you a Notis link. Open
it, approve the connection, and ask the agent to retry.

You can also connect and manage integrations from the Notis portal at **Settings → Integrations**. See [Integrations](/get-started/integrations) for the full help-center guide, including multiple accounts and labels.

Once connected, the integration is available through both the Notis CLI and
Remote MCP.

## Check your connection

If the CLI stops working, ask your agent to run:

```bash theme={null}
npx --package @notis_ai/cli@latest -- notis doctor
```

If the check says you are signed out, open the [Notis desktop app](/channels/manager) and
sign in again. If you have not installed it yet, install it first: it is what signs the
Notis CLI in on your machine.

## Related

* [Start with the Notis CLI or Remote MCP](/agents/overview)
* [Keep skills in sync](/agents/keep-skills-in-sync)
* [Ship Apps](/agents/build-and-ship-apps)


# Sync Skills
Source: https://help.notis.ai/agents/keep-skills-in-sync

Keep the right Notis skills available in Codex, Claude Code, Cursor, and Notis.

Skills Sync keeps your agent instructions in one place. Create or install a skill once, then choose which coding agents should have it.

This saves you from copying skills between agents, losing track of the latest version, or realizing mid-task that an agent does not know the workflow you already wrote somewhere else.

Creating, installing, and syncing skills — including pushing a local skill back
up to Notis — is included with Pro+ and Ultra. A skill tied to an Ultra feature
also needs Ultra; for example, Desktop Use only syncs when Your Computer is
available.

## How it helps

* **One shared skill library** — Skills you create in Notis can appear in Notis, Codex, Claude Code, and Cursor.
* **Local skills come back to Notis** — Skills you write for a local agent can sync back to your Notis account.
* **Choose the right agents** — Send each skill only to the agents that need it.
* **No duplicate cleanup** — Notis keeps one canonical copy when the same skill appears in multiple places.

## Turn it on

Skills Sync lives on the **Skills** page in the [Notis portal](https://app.notis.ai/skills).

1. Open [Notis](https://app.notis.ai) and go to **Skills**.
2. Find the **Desktop skill sync** card.
3. Turn on **Enable sync**.
4. Click **Sync Now**, or open the Notis desktop app and let it sync automatically.

<img alt="Enable sync toggle on the Skills page" />

The card shows the last sync time after the first run.

## What syncs

* Skills installed or created in Notis.
* Local skills from Notis, Codex, Claude Code, and Cursor.
* Built-in skills such as `notis-cli` and `notis-apps`, when they are available to your account.

Curated skills from the Notis catalog are linked locally for use, but edited in the portal.

## Pick which agents get a skill

Open a skill in the [Notis portal](https://app.notis.ai/skills) and choose its agent targets:

* Notis
* Codex
* Claude Code
* Cursor

Turning an agent off removes the local link for that agent. It does not delete the skill.

## Pause sync

Go back to the **Desktop skill sync** card and turn **Enable sync** off. Existing local skills stay where they are, but new changes stop syncing until you turn it back on.

## FAQs

<AccordionGroup>
  <Accordion title="Where should I delete a skill?">
    Delete skills from the **Skills** page in the [Notis portal](https://app.notis.ai/skills).

    Deleting a skill directly inside Codex, Claude Code, or Cursor usually will not stick. On the next sync, Notis recreates the local link from your Notis account.
  </Accordion>

  <Accordion title="Will my local changes be overridden?">
    No for skills you own. Local edits are detected and pushed back to your Notis account on the next sync.

    Curated catalog skills are read-only locally. Edit those from the portal instead.
  </Accordion>

  <Accordion title="What happens if I delete a skill in Notis?">
    It is removed from your local agent folders on the next sync.

    Notis keeps the local mirror as a safety net, so files are not immediately wiped from disk.
  </Accordion>

  <Accordion title="Can I hide a skill from only one agent?">
    Yes. Open the skill in Notis and turn off that agent's target.

    This removes the local link for that agent without deleting the skill from Notis or from your other agents.
  </Accordion>

  <Accordion title="Can two computers share the same skills?">
    Yes. Sign in to the Notis desktop app on each computer with the same account.

    Each computer keeps its own local mirror, and changes sync through your Notis account.
  </Accordion>

  <Accordion title="What if a folder already exists where Notis wants to sync?">
    Notis only manages links it owns. If a real folder or non-Notis link already exists at that path, Notis skips it and continues syncing the rest.

    Move the conflicting folder if you want Notis to manage that skill slot.
  </Accordion>
</AccordionGroup>

## Related

* [Sync Integrations](/agents/connect-integrations)
* [Ship Apps](/agents/build-and-ship-apps)


# Start
Source: https://help.notis.ai/agents/overview

Connect Notis to ChatGPT, Claude, Grok, Notion, or a coding agent with the Notis CLI or Remote MCP.

Switch coding agents without rebuilding your setup. Notis gives each agent the same integrations, skills, and long-term memory through your Notis account.

You can connect in two ways:

* **Notis CLI** — Use this with ChatGPT desktop, Claude Code, Cursor, OpenClaw, Hermes, OpenCode, or another agent that can run commands on your computer.
* **Remote MCP** — Use this with ChatGPT on the web, Claude, Grok, Notion, or another app that lets you add an MCP connection.

Both use the same Notis account. Choose the connection your agent supports; your tools and context stay the same.

## Connect with the Notis CLI

<Steps>
  <Step title="Open your agent">
    Start a session in ChatGPT desktop, Claude Code, Cursor, OpenClaw, Hermes, or OpenCode. The session must be allowed to run commands on your computer.
  </Step>

  <Step title="Give it the setup command">
    ```bash theme={null}
    npx --package @notis_ai/cli@latest -- notis start
    ```

    Paste the command into the conversation and ask the agent to run it. If your ChatGPT desktop session cannot run commands, use the ChatGPT Remote MCP steps below instead.
  </Step>

  <Step title="Enter your email">
    Your agent asks for your email address. Notis sends you a secure sign-in link instead of making you complete a separate signup form.
  </Step>

  <Step title="Open the link and sign in to the desktop app">
    The sign-in link opens the [Notis desktop app](/channels/manager), which is what signs the Notis CLI in on this machine. Install it first if you do not have it yet: the CLI waits for that sign-in before it continues.
  </Step>

  <Step title="Approve the apps you want to use">
    Your agent gives you a Notis link for each app. Open it, approve the connection, then return to the agent.
  </Step>

  <Step title="Start working">
    Ask the agent to use Notis whenever it needs Gmail, Calendar, Notion, Slack, GitHub, Linear, or another connected service.
  </Step>
</Steps>

The same command works in every supported coding agent:

* **ChatGPT desktop** — Open a coding session with terminal access, paste the command, and ask ChatGPT to run it.
* **Claude Code** — Open Claude Code in your project, paste the command, and follow its prompts.
* **Cursor** — Open your project in Cursor, paste the command into Agent chat, and ask it to run the command.
* **OpenClaw** — Start an OpenClaw session that can use your terminal, then paste the command.
* **Hermes** — Start Hermes with command access, then paste the command.
* **OpenCode** — Open your project in OpenCode, paste the command, and follow its prompts.

## Connect with Remote MCP

Use this address for every Remote MCP connection:

```text theme={null}
https://mcp.notis.ai/mcp
```

After you add it, your browser opens Notis. Sign in, check the agent name and permissions, then choose **Allow access**.

### ChatGPT on the web

Full Notis actions require ChatGPT Business, Enterprise, or Edu. A workspace admin or owner must allow developer mode first.

1. In ChatGPT, open **Settings → Apps → Advanced Settings**.
2. Turn on **Developer mode**. If the setting is missing, ask your workspace admin to allow it.
3. Return to **Settings → Apps** and choose **Create**.
4. Name the app **Notis** and paste the Notis MCP address.
5. Create the app, review the tools, and sign in to Notis.

### Claude

On Pro or Max:

1. Open **Settings → Connectors**.
2. Choose **Add custom connector**.
3. Paste the Notis MCP address and choose **Add**.
4. Connect and sign in to Notis.

On Team or Enterprise, an owner opens **Settings → Connectors**, switches to **Organization connectors**, and adds Notis. Members can then find Notis in **Settings → Connectors** and choose **Connect**.

### Grok

1. Open [grok.com/connectors](https://grok.com/connectors).
2. Choose **New Connector → Custom**.
3. Paste the Notis MCP address.
4. Finish the Notis sign-in.

On Grok Business or Enterprise, a team admin must make the connector available to the organization first.

### Notion

Notion MCP connections require a Business or Enterprise plan. Your workspace must also allow custom MCP connections.

1. Open **Settings → Connections → Discover**.
2. Choose **Add Custom MCP**.
3. Enter **Notis** and paste the Notis MCP address.
4. Finish the Notis sign-in.

If **Add Custom MCP** is missing, ask your workspace admin to allow custom connections.

### Another MCP app

Open the app's connections or tools settings, add a remote MCP server named **Notis**, and paste the Notis MCP address.

## What happens during Remote MCP setup

<Steps>
  <Step title="Add Notis">
    Paste the Notis MCP address into your app and name the connection **Notis** if it asks for a name.
  </Step>

  <Step title="Sign in to Notis">
    Your browser opens Notis. Sign in if needed.
  </Step>

  <Step title="Review the request">
    Check the agent name, the Notis account being connected, and each
    permission it requests. Choose **Allow access** only if you recognise the
    agent.
  </Step>

  <Step title="Return to your agent">
    The agent finishes the connection and can start finding the right Notis
    tools for your requests.
  </Step>
</Steps>

## What the Remote MCP permissions mean

* **Read through Notis** — Find and read information in Notis and services you connected to Notis.
* **Take actions through Notis** — Create or change information when you ask the agent to take an action.
* **Help connect services** — Give you a Notis connection link when a service still needs your approval.

The agent only receives the permissions shown on the approval screen. If it
later needs another permission, Notis asks you to approve the connection
again.

## When a service is not connected

If the agent needs Gmail, Notion, Slack, Calendar, or another service that is
not connected yet, it gives you a Notis link. Open it, approve the service,
then ask the agent to try again.

Never paste a password or private access key into the agent.

## What follows you between agents

* **1,000+ integrations** — Connect an app once, then use it through the CLI or Remote MCP.
* **Skills** — Create or install a skill once and keep it available in Notis, Claude Code, Codex, and Cursor. Creating, installing, and syncing skills through the desktop app is included with Pro+ and Ultra. Skills for Ultra features, such as Desktop Use, also need Ultra.
* **Long-term memory** — Give each agent the useful context Notis has learned instead of explaining it again.
* **Notis Apps** — Build with your favorite coding agent and deploy the result into Notis, through the Notis CLI. Included with Pro+ and Ultra.

## When you need the desktop app

Remote MCP does not need it: you sign in to Notis in your browser and never install anything.

The Notis CLI does. The [Notis desktop app](/channels/manager) is what signs the CLI in on your machine and keeps that session fresh, so install it before running `notis start`. It also syncs skills into local agent folders, builds Notis Apps locally, and connects tools that run on your computer.

## Remove or reconnect an agent

To remove Remote MCP access:

1. Open Notis.
2. Open your account menu.
3. Choose **Notis CLI/MCP**.
4. Find the agent and choose **Remove access**.
5. Confirm the removal.

The agent loses its Notis access immediately. Your services stay connected to
Notis, so your other Notis features continue to work.

To reconnect or change permissions, remove the old connection and add Notis
again from the agent's settings. Notis shows a fresh approval screen.

## Troubleshooting

* **The CLI is not working** — Ask your agent to run `npx --package @notis_ai/cli@latest -- notis doctor`.
* **The Remote MCP approval expired** — Return to the agent and start the connection again.
* **The wrong Notis account appears** — Cancel, sign out of Notis in that browser, then restart the connection.
* **The agent says a permission is missing** — Reconnect Remote MCP and approve the permission you want it to use.
* **A service is unavailable** — Open the connection link from the agent, finish connecting the service, then retry.

## Related

* [Sync Integrations](/agents/connect-integrations)
* [Keep skills in sync](/agents/keep-skills-in-sync)
* [Build and ship Notis Apps](/agents/build-and-ship-apps)


# With Notis
Source: https://help.notis.ai/apps/build-with-notis

Describe what you want, and let Notis build the app for you in a sandbox.

This is the no-setup path. You describe the app you want in chat, and Notis writes the code, builds it, deploys it, and installs it in your workspace. You don't need a terminal or a local agent.

Building and editing apps with Notis is included with PRO+ and ULTRA. PRO users can install and use Store apps, then upgrade from the setup chat when they want to customize one.

## Start the wizard

1. Open the [Notis portal](https://app.notis.ai) and click **+ Create app** in the App Store (or the `+` shortcut next to *Store* in the sidebar's Customize section).
2. Pick a **name** and an optional **starting point**:
   * **Empty scaffold** — a bare app you fill in from scratch.
   * **A scaffold from the catalog** — Databases, 5 Minutes Journal, Notis Notes, or Random Number Generator.
3. Choose **Notis** as the builder.
4. Click **Open Notis chat** to send your prompt to the assistant.

The wizard prompts you to describe what you want, e.g. *"Build me a CRM app with companies, contacts, and deals, and a dashboard that shows my top opportunities."*

## What happens behind the scenes

1. Notis triages your request and routes it to the **app-building agent**.
2. A **sandbox session** is created for you (one persistent sandbox per user, reused across conversation turns).
3. The agent runs the Notis CLI inside the sandbox to scaffold the app, pick a starting point, fill in the config, build, verify, and deploy.
4. Your app appears in the sidebar, ready to use.

You see the build happening in chat, with progress messages and a link to the live app the moment it's ready.

## Iterate conversationally

The same sandbox is reused across turns, so you can refine without losing context. Try things like:

* *"Add a priority field to the tasks database."*
* *"Change the dashboard layout to show a table instead of cards."*
* *"Add a route for analytics with a bar chart of deals per stage."*
* *"Fix the bug where empty contacts crash the detail page."*
* *"Refresh the Store screenshots and make the app icon feel more distinctive."*

Each request triggers another build + deploy. The app reloads in place.

When you ask Notis to prepare the app for the Store, it also creates the listing screenshots and release history that appear in App Details. You still review that Store page and choose when to publish.

## Switch between apps in the same conversation

You can keep working on different apps in the same chat. Notis remembers which app you're editing and switches context automatically when you mention another one by name.

## When to switch to a local agent

Building with Notis is the fastest way to get from idea to installed app. Switch to the local-agent path when:

* You want full control over the code, file structure, or testing.
* You're integrating with a private library or workflow that lives only on your machine.
* You prefer to use your own coding assistant (Cursor, Claude Code, Codex, etc.) and your own editor.

See **[Build with your local code agent](/apps/build-with-your-agent)** for the developer path.

## Publishing

Once you're happy with your app, head to **App Details** (`/apps/[appId]`) to **Publish** it — to your team, or to the public App Store. See **[Publish an app](/apps/publishing)**.

## Related

* [Overview](/apps/overview) — what apps are.
* [With your coding agent](/apps/build-with-your-agent) — the developer path.
* [Publish](/apps/publishing) — ship to team or public.
* [Ship Apps](/agents/build-and-ship-apps) — the local coding-agent path.


# With your coding agent
Source: https://help.notis.ai/apps/build-with-your-agent

Use ChatGPT desktop, Claude Code, Cursor, OpenClaw, Hermes, OpenCode, or any terminal to build Notis apps locally with the Notis CLI.

<div>
  <span>PRO+</span>
  <span>Included with Pro+ and Ultra</span>
</div>

This is the developer path. You work in your own editor, your own repo, with your own coding assistant. Notis gives the agent one path to create, preview, and deploy the app.

## Prerequisites

* The [Notis desktop app](/channels/manager), installed and signed in. It keeps the Notis CLI authenticated.
* A local code agent (ChatGPT desktop, Claude Code, Cursor, OpenClaw, Hermes, OpenCode, or just a terminal).
* Node.js 18+.

The desktop app also syncs the built-in `notis-cli` and `notis-apps` skills, so local agents can discover the CLI workflow and the app platform rules without extra setup.

Verify the CLI is ready:

```bash theme={null}
npx --package @notis_ai/cli@latest -- notis doctor
```

If the doctor check passes, you're set. If not, open the [Notis desktop app](/channels/manager) and sign in.

## Start the wizard (or skip it)

The fastest way to start is from the portal:

1. Open the [Notis portal](https://app.notis.ai) and click **+ Create app**.
2. Pick a **name** and an optional **starting point** (empty scaffold, or Databases, 5 Minutes Journal, Notis Notes, or Random Number Generator).
3. Choose **your local code agent** as the builder.
4. Click **Get the prompt** — Notis generates a copy-paste prompt tuned to your starting point. Paste it into your coding agent and let it drive the CLI for you.

You can also skip the wizard entirely and drive the CLI by hand.

## Manual workflow

### 1. Scaffold a new app

```bash theme={null}
npx --package @notis_ai/cli@latest -- notis apps scaffolds list
npx --package @notis_ai/cli@latest -- notis apps init "My Task Manager" --from notis-database
cd "my-task-manager"
```

This creates a Vite + React project with:

* `notis.config.ts` — the app declaration (metadata, databases, routes, tools).
* `CHANGELOG.md` — the release history shown on App Details and in the Store.
* `app/` — your React pages.
* `components/` — scaffolded shadcn UI components.
* `vite.config.ts` — wrapped with `notisViteConfig()`.
* Tailwind and `@notis/sdk` pre-configured.

### 2. Configure the app

Edit `notis.config.ts`:

```typescript theme={null}
import { defineNotisApp } from '@notis/sdk/config';

export default defineNotisApp({
  name: 'task-manager',
  title: 'Task Manager',
  description: 'Track and manage team tasks',
  icon: 'phosphor:check-square',
  categories: ['Productivity'],
  tagline: 'Plan, assign, and ship team tasks.',
  screenshots: [
    { path: 'metadata/screenshot-1.png', alt: 'Task dashboard with priorities and owners.', route: 'dashboard' },
    { path: 'metadata/screenshot-2.png', alt: 'All tasks grouped by status.', route: 'tasks' },
    { path: 'metadata/screenshot-3.png', alt: 'A task detail view with its activity.', route: 'tasks' },
  ],

  databases: ['tasks'],

  routes: [
    { path: '/', slug: 'dashboard', name: 'Dashboard', icon: 'phosphor:squares-four', default: true },
    {
      path: '/tasks', slug: 'tasks', name: 'All Tasks', icon: 'phosphor:list',
      collection: { database: 'tasks', titleProperty: 'title' },
    },
  ],

  tools: ['LOCAL_NOTIS_DATABASE_QUERY'],
});
```

Also add a release version to `package.json`:

```json theme={null}
{
  "notisAppVersion": "0.1.0"
}
```

Keep release copy in `CHANGELOG.md`, newest first:

```md theme={null}
## [Initial Release] - {PR_MERGE_DATE}

- Added the first task dashboard and task list.
```

### 3. Build your pages

Pages live under `app/`. Use the SDK hooks instead of calling the Notis backend yourself. For database-backed apps, `useDocuments`, `useDocument`, `useDatabaseSchema`, and `DocumentEditor` cover the common list, detail, schema, and editing flows. `Markdown` renders saved document content with the same styles as the Portal.

```tsx theme={null}
'use client';
import { useDocuments } from '@notis/sdk';
import { Card } from '@/components/ui/card';

export default function Dashboard() {
  const { documents, loading } = useDocuments('tasks', { pageSize: 25 });

  return (
    <div className="p-6 space-y-4">
      <h1 className="text-2xl font-bold">Dashboard</h1>
      {loading ? <p>Loading…</p> : null}
      {documents.map(document => (
        <Card key={document.id} className="p-4">{document.title}</Card>
      ))}
    </div>
  );
}
```

### 4. Develop locally

```bash theme={null}
npx --package @notis_ai/cli@latest -- notis apps dev
```

This opens the Notis desktop app directly to your local app when possible, and every active local app appears in the **Local development** sidebar group. Edits hot-reload.

When the app is visible in **Local development**, the CLI reports it as mounted. If Notis was closed when you started, open the desktop app; the development session keeps waiting and connects when Notis is ready.

### 5. Build, capture, verify, and deploy

```bash theme={null}
npx --package @notis_ai/cli@latest -- notis apps build
npx --package @notis_ai/cli@latest -- notis apps screenshot
npx --package @notis_ai/cli@latest -- notis apps verify
npx --package @notis_ai/cli@latest -- notis apps create "Task Manager" .
npx --package @notis_ai/cli@latest -- notis apps deploy
```

Screenshot declarations decide which route, sample scenario, focus area, and light or dark theme to capture. The command creates the Store-ready images for you. Use `--mode live` when the listing should show your real signed-in data rather than sample data, and review the images before publishing.

Or, if the remote app already exists:

```bash theme={null}
npx --package @notis_ai/cli@latest -- notis apps link <app-id>
npx --package @notis_ai/cli@latest -- notis apps deploy
```

### 6. Diagnose a project

```bash theme={null}
npx --package @notis_ai/cli@latest -- notis apps doctor
```

Reports anything the platform expects but didn't find — missing routes, broken config, unknown tools, incomplete Store details, missing release history, or invalid screenshots.

## Forking an existing app

You can start from an app you already have installed:

```bash theme={null}
npx --package @notis_ai/cli@latest -- notis apps pull <app-id> ./<dir>
cd ./<dir>
npm install
npx --package @notis_ai/cli@latest -- notis apps dev
# edit, then build the saved source snapshot
npx --package @notis_ai/cli@latest -- notis apps build
npx --package @notis_ai/cli@latest -- notis apps create "My Fork" .
npx --package @notis_ai/cli@latest -- notis apps deploy
```

Forked apps live as separate listings — existing installs of the original keep their upstream link.

Apps deployed with older tooling may not have a saved source snapshot yet. Redeploy them once with the current CLI before pulling.

## Publishing

When the app is ready, review **App Details** (`/apps/[appId]`) and its Store checklist. Publish there, or explicitly approve the preview and let your coding agent submit the exact deployed version:

```bash theme={null}
npx --package @notis_ai/cli@latest -- notis apps publish --confirm-ready
```

> Deploy and Store publication are separate. Deploy updates your installed app. Publish shares that deployed version with your team or sends it for public review. Store details live in `notis.config.ts`, `metadata/`, `CHANGELOG.md`, and `package.json`, so the preview always comes from reviewable source files.

## Related

* [Sync Integrations](/agents/connect-integrations) — let local agents use your Notis integrations.
* [Overview](/apps/overview) — what apps are.
* [With Notis](/apps/build-with-notis) — the chat path.
* [Publish](/apps/publishing) — ship to team or public.


# Install
Source: https://help.notis.ai/apps/install-from-store

Browse, install, and manage Notis apps from the App Store.

The **App Store** is where you discover Notis apps — public ones built by the community, or private ones shared inside your team. Installing on PRO sets up the app's pages and databases. On PRO+, it can also turn on bundled automations and skills after your approval.

## Browse the store

Open the **App Store** from the sidebar (Customize → *Store*) or go to `/store` in the [Notis portal](https://app.notis.ai). You can:

* Filter by category (Productivity, Sales & Marketing, Operations, Product & Engineering, or Personal).
* Switch between **Public** apps and apps shared with your **Team**.
* Open any listing to see its screenshots, publisher, What's New, Version History, ratings, reviews, and the pages, databases, automations, and skills it includes.
* Use **Share** on a listing when you want to send that Store page to someone else.

## Install an app

1. Open a listing.
2. Click **Install**.
3. Review the resources the app will create in your workspace (databases, automations, skills) and approve.

What happens next:

* A new app record is created in your workspace.
* The app's databases are **cloned** into your workspace — your data stays yours; the app starts from clean templates.
* On PRO+, bundled automations and skills are installed. On PRO, Notis shows what is available and offers an upgrade when setup needs one of them.
* The app appears in your sidebar under *Apps* with its routes ready to use.
* If the app offers guided setup, its app menu includes a setup action. For example, **Set up Journal** opens Notis with the right instructions already attached.

You can also ask Notis directly:

* *"Show me available apps."*
* *"Install the project tracker app."*

## Update an installed app

When the app's publisher ships a new version, Notis brings clean installs up to date automatically. Open **App Details** (`/apps/[appId]`) to see the current version.

* **Clean update** — the latest published version is applied automatically while your own data stays in your workspace.
* **Resolve with Notis** — if your customizations conflict with the update, App Details flags it and Notis walks you through what changed so you can keep your edits while pulling in upstream improvements.

## Reset to the published version

If your customizations have drifted and you want to start fresh, open **App Details → ⋯ menu → Reset**. The installed app returns to the latest published version while your database entries and documents stay in place.

By default, Notis also preserves database fields you added yourself. Choose **Restore database schema** only when you want the app's latest published database structure too.

## Rate an app

Open a published Store listing and choose **Rate This App**. Pick one to five stars and, if you want, add a short title and review.

You can edit your rating later. Each person has one rating per listing, so editing replaces your earlier rating rather than adding a duplicate.

## Uninstall an app

From the sidebar, right-click the app and pick **Uninstall** — or use the **⋯ menu** on the App Details page.

What gets removed:

* The app record and its sidebar routes.
* The app's automations and skills.

What stays:

* The **databases** cloned into your workspace — they're yours now. If you don't need them, delete them manually from the database list.

## Related

* [Notis Apps](/apps/overview) — what apps are.
* [Build with Notis](/apps/build-with-notis) — create your own app by chatting.
* [Build with your local code agent](/apps/build-with-your-agent) — create your own app in code.
* [Publish an app](/apps/publishing) — ship your app to the store.


# Overview
Source: https://help.notis.ai/apps/overview

Installable products that bundle a UI, databases, automations, and skills into one packaged experience inside Notis.

A Notis App is the top-level packaging unit inside Notis. Think of it as a mini-product that lives in your workspace: it has a name, an icon, its own pages in the sidebar, its own databases, and — when you want it to — its own automations and skills.

You can:

* **Install** apps from the App Store with one click.
* **Build** your own apps, either by chatting with Notis or by coding them with your favorite local agent.
* **Publish** what you built to your team or to the public App Store.

You can browse the Store on any signed-in plan. PRO lets you install and use
apps. PRO+ adds building and editing with Notis, database customization, skills,
automations, and publishing — including developing and deploying apps from Claude
Code, Codex, Cursor, or another coding agent with the Notis CLI. New accounts can
try the builder for their first 7 days before picking a plan.

## What an app contains

An app is a single bundle that can include:

* **A UI** — a small Vite + React app that renders inside the Notis Portal sidebar.
* **Databases** — first-class data stores the app owns (tasks, notes, contacts, deals…).
* **Routes** — the pages and sub-views you see in the sidebar.
* **Automations** — workflows the app sets up for you when installed.
* **Skills** — instructions and prompts the app brings along.
* **Listing details** — an icon, screenshots, tagline, categories, What's New, and full Version History.
* **Setup** — an optional guided conversation that helps you configure the app after installation.

Apps are versioned: every deploy bumps the version, and the App Store always serves a specific published version.

## Where apps live

* **App Store** (`/store`) — browse public apps or apps shared with your team, read reviews, and inspect every included resource before installing.
* **Your sidebar** — installed apps appear under *Apps* in the sidebar, with their own routes and sub-pages.
* **App Details** (`/apps/[appId]`) — icon, screenshots, release history, included resources, visibility, and publish controls.

## Visibility

Every app you create has a visibility setting on its App Details page:

| Visibility   | Who can install it                                          |
| ------------ | ----------------------------------------------------------- |
| **Personal** | Only you.                                                   |
| **Team**     | Members of your Notis team.                                 |
| **Public**   | Anyone with a Notis account, after the listing is approved. |

You can change visibility at any time from **App Details → Visibility**.

If an app is already published or waiting for review, unpublish or withdraw it before changing between Team and Public.

## Two ways to build an app

There's one entry point — the **+ Create app** button in the App Store or the `+` shortcut next to *Store* in the sidebar's Customize section — and two paths from there:

1. **[Build with Notis](/apps/build-with-notis)** — describe what you want in chat, and Notis builds it for you in a sandbox.
2. **[Build with your local code agent](/apps/build-with-your-agent)** — you, Cursor, Claude Code, Codex, or another agent write the code locally.

Both paths produce the exact same artifact and install into your workspace the same way.

## Installing apps from the store

See **[Install apps from the store](/apps/install-from-store)** for browsing, installing, resetting, and uninstalling.

## Publishing apps you built

See **[Publish an app](/apps/publishing)** for the publish-to-team and publish-to-public flows.

## Related

* [Ship Apps](/agents/build-and-ship-apps) — use a coding agent to build and deploy apps to Notis Cloud.
* [With Notis](/apps/build-with-notis) — the no-code/chat path.
* [With your coding agent](/apps/build-with-your-agent) — the developer path.
* [Publish](/apps/publishing) — ship your app to team or public.


# Publish
Source: https://help.notis.ai/apps/publishing

Prepare a complete Store page, then share your Notis app with your team or submit it to the public App Store.

Publishing turns an app in your workspace into something other people can install. Team apps go live for your teammates immediately. Public apps go through review first.

## Prepare the Store page

Open **App Details** after your latest deployment. The Store checklist shows exactly what is ready and what still needs attention:

* A title, description, tagline, and at least one category.
* Three to six screenshots. Each screenshot needs a useful description and must use the Store's standard wide format.
* At least one release entry for What's New and Version History.

Notis Apps are icon-led, so there is no separate cover image. App Details previews the same icon, screenshots, release history, and included resources that installers will see.

<Note>
  Store details come from the deployed app. If the preview is stale, update the source, deploy that exact version again, and return to App Details.
</Note>

## Write release history

Keep the full history in the app's `CHANGELOG.md` file, with the newest release first. The first entry becomes **What's New**. The complete file becomes **Version History**.

Use this shape:

```md theme={null}
## [A Better Daily View] - {PR_MERGE_DATE}

- Added a faster way to review today's work.

## [Initial Release] - 2026-07-01

- Published the first version.
```

`{PR_MERGE_DATE}` is useful while a public release is waiting for review. Notis replaces it with the publication date when that release goes live.

## Choose who can install it

On **App Details**, choose a visibility:

* **Personal** — only you. Store publishing stays unavailable.
* **Team** — members of your Notis team.
* **Public** — anyone with a Notis account after review.

Once a listing is live or waiting for review, visibility is locked. Unpublish or withdraw it before switching between Team and Public.

## Publish to your team

1. Choose **Team** visibility.
2. Make sure every Store checklist item is ready.
3. Select **Publish** on App Details.

The listing appears in your team's Store immediately. After a later deployment, select **Update** to publish the next version.

## Publish to the public Store

1. Choose **Public** visibility.
2. Make sure every Store checklist item is ready.
3. Select **Publish** on App Details.
4. Wait for the Notis review.

App Details shows the submission state:

* **Pending review** — waiting for the Notis team.
* **Approved & merged** — live in the public Store.
* **Changes requested** — update the app, deploy again, and resubmit.
* **Rejected** — review the note before deciding whether to resubmit.

If you spot an issue while a submission is pending, choose **Unpublish** to withdraw it. You can submit a corrected version later.

## Publish with your coding agent

The App Details button is the clearest review point. A coding agent can also submit the already deployed version after you explicitly confirm that the current Store preview is ready:

```bash theme={null}
npx --package @notis_ai/cli@latest -- notis apps publish --confirm-ready
```

Deploying alone never publishes to the Store. The separate confirmation keeps an app from becoming visible outside your workspace by accident.

## Update or unpublish

After another deployment, select **Update** on App Details. Team updates go live immediately; public updates go through review.

From the **⋯** menu:

* A pending public submission is withdrawn immediately.
* A live Team listing disappears from the Team Store immediately.
* A live Public listing stays available until its removal review is approved.

People who already installed the app keep their copy after unpublishing. Unpublishing only stops new Store installs.

## Related

* [Overview](/apps/overview)
* [With Notis](/apps/build-with-notis)
* [With your coding agent](/apps/build-with-your-agent)
* [Install](/apps/install-from-store)


# Changelog
Source: https://help.notis.ai/changelog

Product updates and announcements from Notis.

<Update label="07.26" description="July 15, 2026">
  ## July: Your Computer, and Notis for Coding Agents

  <img alt="07.26 cover" />

  Flo [here](https://x.com/mindtheflo) — last month was about control: intelligence levels, on-demand usage, social scheduling. This month is about reach. Until now, Notis lived in the cloud — its own computer, its own skills. Today it breaks out.

  Two features, one idea: meet you where the work actually happens. The first brings Notis **onto your own machine** — your shell, your local tools, the desktop apps that never had an API. The second goes the other way: it puts Notis **inside the coding agents you already use** — Codex, Claude Code, Cursor — so the skills and integrations you set up once follow you everywhere.

  Let's get into it.

  <img alt="07.26 image 1 — Your Computer" />

  ### Your Computer

  The Cloud Computer we shipped in v3 gave Notis a machine of its own. But some things only live on *your* machine — a script in a folder, a CLI you've configured, an app with no API, a tool running on `localhost`. So we gave Notis a way in.

  With the desktop app, Notis can now act **on your computer**, three ways:

  * **Local Shell** — run shell commands on your machine: open files, run scripts, drive the CLIs you already have set up.
  * **Local MCP** — connect Notis to MCP servers running locally, either as a local command or on `localhost`. Your private, local tools become Notis tools.
  * **Desktop Use** — hand Notis your mouse and keyboard to drive desktop apps that have no API. If you can click it, Notis can.

  This is opt-in and it stays under your control. Notis always prefers the safe path first — a connected integration, a Composio tool, or the Cloud Computer — and only reaches for your machine when that's what the job needs. You set the approval level, from **ask me every time** all the way to **run everything**, and you can dial it back whenever.

  [*Learn more about Your Computer.*](https://help.notis.ai/your-computer/overview)

  <img alt="07.26 image 2 — Coding Agents" />

  ### Notis for Coding Agents

  If you live in Codex, Claude Code, or Cursor, you know the tax: every new agent means re-teaching it your skills and re-connecting every integration from scratch. We think you should set that up **once**.

  Connect Notis once, and your coding agents work through your Notis account:

  * **Sync your skills** — author a skill a single time and keep it available in Codex, Claude Code, Cursor, *and* Notis. Update it in one place and the change follows everywhere.
  * **Share your integrations** — Gmail, Slack, GitHub, Notion, Linear, Calendar: connect them once through Notis instead of wiring each agent up separately. Your agents get the access; you skip the setup.
  * **Search your memory** — your agents can call `search_memories` straight from the CLI, so Codex or Claude Code can pull from everything Notis remembers about you and your work — no copy-pasting context, no re-explaining yourself.

  It all runs through the **Notis CLI**: install the desktop app, authenticate, and your built-in skills sync straight into your local agents.

  [*Learn more about Notis for coding agents.*](https://help.notis.ai/agents/overview)

  <img alt="07.26 image 3 — Now on GPT-5.6" />

  ### Now running on GPT-5.6

  Two features above — one upgrade underneath. In June we gave you the intelligence dial: Low, Medium, High, and Auto. This month we upgraded what sits behind it. Notis now runs on **OpenAI's brand-new GPT-5.6**:

  * **Low** runs on **GPT-5.6 Luna** — quick and light for everyday work.
  * **Medium** and **High** run on **GPT-5.6 Sol**, OpenAI's newest frontier model — dialing up the reasoning as the problem gets harder.

  Nothing changes in how you use it: the dial is the same, and **Auto** still picks the right level for you. The difference is that every task now runs on a sharper, more capable model underneath.

  ### 🐞 Other improvements

  * **Usage, per thread:** the Manager now shows how much each thread has used — so you can see exactly where your plan is going, right next to the work.
  * **Responsive follow-ups:** send Notis another message while it's mid-task and it now picks it up right away, instead of making you wait for the first one to finish.
  * **Smoother trials:** during a free trial, your plan details and the activate button now show up exactly where you'd expect them.
  * **Memories uploads, fixed:** dropping files onto your Memories page works reliably again.
  * **A steadier month:** plenty of behind-the-scenes fixes across voice, billing, and automations.

  ### 🗞️ In Other News

  * We shipped a brand-new [Integrations directory](https://notis.ai/integrations) this month — browse everything you can plug into Notis and see how to automate more of your work.
  * Two things that resonated this month: on LinkedIn, ["they have 2,000 paying teams and raised \$80M; we have 1,000 and raised \$0 — does efficiency beat funding?"](https://www.linkedin.com/feed/update/urn:li:activity:7476609773384400897/), and on Instagram, [a reel on ADHD, dopamine, and outsourcing the tasks you can't force yourself to do](https://www.instagram.com/reel/DaRGUdIDFiQ/).
  * I post daily across [X](https://x.com/mindtheflo), [LinkedIn](https://www.linkedin.com/in/parisetflorian/), and [Instagram](https://www.instagram.com/mindtheflo) — come say hi.

  ### 📰 **AI News**

  Here's what you might have missed in AI since June:

  🔥 **OpenAI ships GPT-5.6 in three tiers — and it trained itself** — OpenAI released GPT-5.6 as Sol, Terra, and Luna (\$5 / \$2.50 / \$1 per million input tokens), with Sol hitting 91.9% on Terminal-Bench 2.1 and 90.4% on BrowseComp, plus a million-token context window. It also folded Codex and ChatGPT Work into a single desktop "superapp." Most striking: OpenAI says Sol autonomously post-trained the smaller Luna model with "limited human hands on the wheel." ([openai.com](https://openai.com/index/gpt-5-6/))

  🎙️ **GPT-Live makes AI voice full-duplex** — OpenAI launched GPT-Live and GPT-Live-1 mini, which listen and talk at the same time and quietly delegate hard reasoning to GPT-5.5 in the background. The new voice model scores 75.2% on BrowseComp versus just 0.7% for the old Advanced Voice Mode, and 84.2% on graduate-level GPQA. Live on iOS, Android, and web globally. ([openai.com](https://openai.com/index/introducing-gpt-live/))

  🎭 **Anthropic ships Sonnet 5 and brings Fable 5 back on a leash** — Claude Sonnet 5 landed at the same \$3/\$15 pricing (promo \$2/\$10 through Aug 31) but benchmarks below Opus 4.8, signaling restraint over raw capability. Meanwhile Fable 5 — pulled June 12 over export controls — returned July 1 wrapped in a new safety classifier that blocks cyber-exploit jailbreaks with 99%+ effectiveness. ([anthropic.com](https://www.anthropic.com/news/redeploying-fable-5))

  ⚖️ **Apple drags OpenAI into federal court** — Apple filed a trade-secrets suit in the Northern District of California, alleging OpenAI poached 400+ former Apple employees — including 24-year veteran Tang Tan, now OpenAI's chief hardware officer — and built its devices on stolen iPhone IP. Apple wants a jury trial and a forced redesign of OpenAI's hardware. ([bloomberg.com](https://www.bloomberg.com/news/articles/2026-07-10/apple-sues-openai-for-trade-secret-theft-in-blockbuster-case))

  🧠 **Meta can now read your mind — no implant required** — Meta's Brain2Qwerty v2 decodes typed sentences straight from brain activity using an MEG scanner instead of surgical electrodes, hitting 61% word accuracy (78% for the best participant) — a leap from the \~8% earlier non-invasive methods managed. ([ai.meta.com](https://ai.meta.com/blog/brain2qwerty-brain-ai-human-communication))

  🛡️ **The EU quietly greenlit "Chat Control 1.0"** — The European Parliament let voluntary suspicionless scanning of private messages stand until 2028: the motion to reject fell short at 314 votes (361 needed). It lets platforms like Instagram, Discord, Snapchat, Gmail, and iCloud scan the private messages of roughly half a billion people without warrant or suspicion. ([patrick-breyer.de](https://www.patrick-breyer.de/en/eu-parliament-greenlights-chat-control-1-0-breyer-our-children-lose-out/))

  🏛️ **South Korea bets \$880 billion on the AI stack** — President Lee Jae-myung, alongside Samsung and SK Hynix, committed at least \$880B to semiconductors, data centers, physical AI, and robotics, framing it as national "survival." SK Hynix had already crossed a \$1 trillion valuation in May. ([bbc.com](https://www.bbc.com/news/articles/c9q2pwzngjqo))

  🦾 **Europe's biggest robotics round yet** — Germany's NEURA Robotics raised up to \$1.4B in the largest Series C ever for full-stack robotics, at a \~\$7B valuation, backed by Nvidia, Amazon, Qualcomm, and Bosch. With a \$1B+ order book for its 4NE-1 humanoid, NEURA is aiming to ship millions of robots by 2030. ([neura-robotics.com](https://neura-robotics.com/record-series-c/))

  That's it for July. v3 gave Notis a computer and skills of its own — this month it steps onto yours, and into every agent you already run.

  See you next month.
  Flo

  P.S.: Record [a video testimonial](https://love.notis.ai/) (in any language) and get a free month of Notis on us.
</Update>

<Update label="06.26" description="June 26, 2026">
  ## June: Intelligence Controls, On-Demand Usage, and Social Scheduling

  <img alt="06.26 cover" />

  Flo [here](https://x.com/mindtheflo) — after the v3 paradigm shift in May, June was about giving you the controls.

  v3 made Notis dramatically more capable. This release makes that capability *yours to dial in*: choose exactly how much intelligence each task gets, never hit a wall when you need more, and let Notis run your social calendar end-to-end. Underneath, it was also a heavy month of reliability work to make the new v3 surfaces rock-solid.

  Let's get into it.

  <img alt="06.26 image 1" />

  ### Intelligence Controls

  Most AI agents drown you in knobs — a dozen models, a pile of "effort" settings, endless tradeoffs you were never meant to make. We think that's backwards. So we ran the evals for you and boiled it down to **two dials: intelligence and speed**. Every other optimization, we made for you.

  There are three levels:

  * **Low** — fast, light, and **up to 4x cheaper**: routine work now runs at roughly a quarter of the cost, so the same plan stretches up to 4x further before you hit your cap. (Hitting that wall was the single biggest reason people churned — so this one really matters.)
  * **Medium** — the balanced default for everyday work.
  * **High** — our most capable reasoning, for the problems worth thinking hard about.

  And on **Auto** — the default — there's nothing to choose at all. Notis reads each task and picks the right level for you, every time. Prefer to drive? **Pro+** users can override intelligence and speed **per thread** in the apps, **per channel**, and **per automation**, right from the Manager.

  [*Learn more about intelligence levels & rates.*](/account-and-settings/billing/usage-and-rates)

  <img alt="06.26 image 2" />

  ### On-Demand Usage

  Running out of credits mid-task is the worst. So we killed the wall.

  With **on-demand usage**, you can keep going past your plan's limit and simply post-pay for the extra — no upgrade dance, no blocked automation at the exact moment you needed it to fire. You stay in control with usage warnings and clear thresholds, and a new **billing overview** in your settings shows exactly where you stand.

  For teams, credits are now **pooled across the whole team** instead of being trapped per-seat — so the person who needs them most can actually use them.

  [*Learn more about on-demand usage.*](/account-and-settings/billing/on-demand-usage)

  <img alt="06.26 image 3" />

  ### Social Scheduling

  Notis can now run your social presence end-to-end — and it's **included**.

  Most social schedulers — Buffer and the others you'll find in the [Social Media guide](/guides/social-media) — charge **\$20–80/month** just to queue posts. With Notis it's **free, inside the license you already have**. We integrated **PostForMe** natively, so connecting X, LinkedIn, Instagram, TikTok, YouTube and more is a **one-click setup** in the Integrations tab — **no extra tools, no separate subscription**.

  Then just talk: dictate an idea on your walk, let Notis write and adapt the copy per platform, attach your media, and **schedule a whole week** of posts from a single message.

  [*Learn more about social media via Notis.*](/guides/social-media-via-notis)

  ### 🐞 Other improvements

  * **Safer sign-in:** Strangers can't trigger Notis or quietly create accounts anymore, and signing in by email now uses a simple, secure one-time link.
  * **Granola memories:** Connect Granola and Notis automatically remembers what came up in your meetings (ULTRA).
  * **Refresh memories on demand:** Re-sync your connected memory sources whenever you want, right from the Memories page.
  * **Smarter, leaner tool use:** Notis picks the right tool for the job more reliably — and uses far fewer tokens when you have a lot of integrations connected.
  * **No more guessing:** When an extension isn't connected, Notis now tells you — instead of hallucinating its way through the task you handed off.
  * **Transcribe anything:** Send an audio file and Notis turns it into clean, usable text.
  * **Better web reading:** We upgraded how Notis reads and pulls content from the web, so research comes back cleaner and more complete.
  * **Inline media in the Manager:** Images and files now show up right inside your Manager threads.
  * **In-app support:** A new **Contact Support** option opens a chat with us without leaving Notis.
  * **A steadier month:** Lots of behind-the-scenes fixes across voice, WhatsApp, billing, and automations so everything from v3 just works.

  ### 📰 **AI News**

  Here's what you might have missed in AI since v3:

  🔥 **Anthropic drops Claude Fable 5 (and its caged twin, Mythos 5)** — On June 9 Anthropic shipped Fable 5 publicly while keeping the lightly-safeguarded Mythos 5 to trusted partners. Fable 5 took #1 on FrontierCode Diamond at 29.3% (vs Opus 4.8's 13.4% and GPT-5.5's 5.7%), priced at \$10/M input and \$50/M output. The system card flags Mythos at a "CB-1" biosafety rating creeping toward CB-2 — the kind of warning label that makes you read the rest of the page. ([anthropic.com](https://www.anthropic.com/news/claude-fable-5-mythos-5))

  🤖 **Claude is now building Claude** — Anthropic says 80%+ of production code merged into its codebase is now Claude-authored, with engineers merging 8x more code daily than in 2024. The kicker: Mythos Preview delivered a 52x model-training optimization speedup (vs 3x for Opus 4 a year earlier) and out-predicted human researchers' next move 64% of the time. Recursive self-improvement has left the whiteboard. ([anthropic.com](https://www.anthropic.com/institute/recursive-self-improvement))

  🏛️ **Dario Amodei demands binding AI rules** — One day after the Fable 5 launch, Anthropic's CEO published a five-part "Policy on the AI Exponential" calling for mandatory FAA-style third-party testing of frontier models, plus government power to block unsafe ones — and pledged "substantial financial backing" to push legislation. A notable swerve from the industry's usual transparency-only crouch. ([darioamodei.com](https://darioamodei.com/post/policy-on-the-ai-exponential))

  💸 **OpenAI eyes an IPO, ships GPT-5.5, and starts a price war** — Altman told staff OpenAI expects to go public "within the next year" (SEC paperwork filed, staff tender at \$687.69/share), with model 5.6 teed up for June. Meanwhile GPT-5.5 Instant became the ChatGPT default for hundreds of millions, cutting hallucinations 52.5% on high-stakes prompts and jumping AIME 2025 from 65.4 to 81.2 — as both labs reportedly weigh "drastic" token price cuts ahead of their IPOs. ([theinformation.com](https://www.theinformation.com/briefings/exclusive-openai-preps-new-ai-model-expects-go-public-within-next-year))

  🛡️ **Frontier models are getting scarily good at cyber** — The UK's AI Security Institute says frontier cyber capability has doubled every 4.7 months since late 2024, with Mythos Preview and GPT-5.5 now blowing past the trend (Mythos cracked 6/10 runs of a simulated network attack). On the upside, Anthropic's Mythos surfaced 271 Firefox security flaws for Mozilla in two months — same superpower, friendlier hat. ([aisi.gov.uk](https://www.aisi.gov.uk/blog/how-fast-is-autonomous-ai-cyber-capability-advancing))

  🦾 **BMW puts humanoids on the line** — BMW will deploy Hexagon Robotics' Aeon humanoids (1.65m, 60kg, 21 sensors, 15kg lift) in European manufacturing starting summer 2026 after Leipzig trials, feeding parts and doing battery pick-and-place. Trained via teleop, NVIDIA digital twins, and RL — the "robots take the factory floor" era is now a press release, not a prediction. ([bbc.com](https://www.bbc.com/news/articles/cgmpwzzvxr2o))

  🎯 **Reality-check benchmarks say agents still aren't there** — Two harder benchmarks landed: Workspace-Bench ran 28 agent setups on 388 real office tasks (best: Opus 4.7 + OpenClaw at 68.7% vs an 80.7% human baseline; average just 47.4%), and DeepSWE's 113 tasks average 668 lines of code per fix. Translation: coding and office agents are improving fast but still trail humans on messy real work — which is exactly the gap tools like Notis live in. ([deepswe.datacurve.ai](https://deepswe.datacurve.ai/blog))

  That's it for June. v3 gave Notis its new shape; this month makes it yours to tune.

  See you next month.
  Flo

  P.S.: Record [a video testimonial](https://love.notis.ai/) (in any language) and get a free month of Notis on us.
</Update>

<Update label="v3" description="May 3, 2026">
  ## v3: Desktop App, Skills, Cloud Computer, and Memory Connectors

  <img alt="05.26 cover" />

  Flo [here](https://x.com/mindtheflo) — v3 is here, and this one is different.

  In February I teased "a paradigm shift for Notis". Then went quiet for 10 weeks. This is what I was building. Every previous release added a capability. v3 changes the shape of Notis itself.

  Three paradigm shifts in one: a desktop experience, a cloud computer, and new memory connectors. Don't be fooled: behind the scenes, this release sets the stage for the future of Notis — one not built on top of Notion.

  Let's get into it.

  <img alt="05.26 image 1" />

  ### Notis Manager — Web & Desktop App

  The genius of Notis, if I dare say, has been to meet you where you already work most: on your messaging apps and your inbox.
  But as Notis became more capable, I found myself struggling to keep up just being the human in the loop - especially when it came to automations.

  Today we introduce the Notis Manager, a keyboard-first app designed to help you stay organized and validate your agent work systematically when you're back at your desk. Think Superhuman meets Claude: the inbox discipline of the best email client in the world, built to manage a swarm of agents for modern operators.

  **Inbox — Human-in-the-Loop**

  The real point of being the human in the loop is to validate—vet—the work done by your AI agents. For that, you need visibility into what's happening. The Manager provides this: when an agent completes a task, when a reply is needed, or when an automation reaches a decision point, you'll see it clearly in your **Inbox**. Review what matters, make the call, and archive.

  For messaging channels, Notis intelligently separates conversations by topic so you can easily transition from your favorite messaging apps to our new desktop experience.

  Automations are displayed together so you finally have full visibility of what Notis is doing behind the scenes. The framework is now complete: **Automations** are *when* — the triggers. **Skills** are *how* — the business logic. **Channels & integrations** are *where* — the destination. This tab ties it all together.

  <img alt="Notis Manager inbox — weekly social scheduling automation marked done" />

  *The Inbox after a completed automation: Notis ran the weekly social scheduling skill, surfaced the posts for review, and is waiting for your call.*

  **Notis Overlay & Voice Mode**

  Hit **option + space** to summon Notis anywhere on your desktop. Hit **cmd + tab** to switch to voice mode and talk live to Notis with access to all your context, memory, and extensions.

  Voice mode used to be reserved for ULTRA — it's so good I've decided to bring it to **PRO+** starting today.

  <img alt="Notis Overlay on desktop — option + space to summon" />

  *Hit option + space from anywhere on your Mac. Your full context, memory, and extensions — one keystroke away.*

  <img alt="05.26 image 2" />

  ### Support for skills and your Computer in the Cloud

  This one is big.

  Skills has quickly become the standard for how to 'teach' agents your business logic. If automations are the "when", skills are the "how". Today we're launching full support for skills inside Notis.

  A skill is a markdown file and some scripts bundled together that Notis can invoke on demand. We ship a growing library out of the box:

  * **Word, Excel, PowerPoint:** Generate, edit, and export full Office documents — not just text — right from a message.
  * **PDF:** Create and edit rich PDFs with real layout and formatting.
  * **Browser Agent:** Navigate the web, fill forms, extract data, take screenshots — fully automated.

  Many upcoming capabilities of Notis will ship as out-of-the-box skills — but more importantly, you can ask Notis to create your own skills and edit them right in the portal. We also integrated skills.sh, the biggest library of skills, directly in the search bar.

  Here are some of my own:

  * **blog-post:** drafts a full blog post from a one-line brief, matches my tone, and publishes to Notion.
  * **social-media-weekly-review:** pulls my engagement stats, surfaces what worked, and suggests next week's angles.
  * **social-media-posting:** takes a draft and schedules it across X, LinkedIn, and Instagram in one shot.

  **Cloud Computer**

  To support skills, we equipped Notis with its own cloud computer — unlocking a range of capabilities previously reserved for locally run agents like Claude Code or OpenClaw. Notis can now open files, run scripts, install CLIs, launch browser agents, manipulate spreadsheets, render presentations, and more.

  <img alt="05.26 image 3" />

  ### Memory Connectors (ULTRA)

  Notis already remembers what you tell her. Now she can remember your *entire world*.

  For **ULTRA** users, you can connect external sources — Notion, Gmail, Google Drive, OneDrive, Granola, websites — as **memory sources**. Notis indexes them continuously in the background and uses them automatically when relevant, without you having to mention them.

  **Memory sources vs. integrations — what's the difference?**

  * **Integrations** are active: Notis can use tools exposed by those integrations — send an email, update a database, book a calendar slot.
  * **Memory sources** are passive: Notis indexes them so she *knows* what's in there, even when you don't think to bring it up.

  Example: you ask Notis to write a new blog post. Without memory sources, she searches what you've explicitly written before to understand your tone. With memory sources, she already knows your tone, how you differentiate your product, and the doc you wrote six months ago — and synthesizes all of it automatically.

  ### 🐞 Other improvements

  * **⚠️ Multiple channel accounts:** You could already connect multiple accounts per integration — Gmail, Slack, Calendar. Now you can connect multiple accounts of the *same* service — two Gmail addresses, two Slack workspaces, personal and work calendar — all active simultaneously. Notis routes each correctly.
  * **Magic link sign-in:** Replaced our previous authentication with a more secure one-time link flow. Sign-in just works, without the brittleness.
  * **Bigger context window for threaded channels:** Slack, desktop and email conversations now get a larger context window by default — because threads deserve full context, not truncated history.
  * **Nano Banana Pro:** Image generation model upgrade — better quality, more consistent output, faster renders.
  * **Tool catalog in the Manager:** Browse every tool available to Notis — organized by category and source — directly from the Manager search bar.
  * **Dev mode:** Inspect raw tool calls and outputs inside the Manager. Useful for debugging automations and skills.

  ### 🗞️ In Other News

  * Back in February I wrote *"I'm also working behind the scenes on a paradigm shift for Notis."* That was 10 weeks ago. Now you know. 🤐
  * Trial credits expanded from **\$5 to \$20** — new users have much more room to explore Notis before committing to a plan.
  * Comparison pages are going live: Notis vs OpenClaw, Notis vs Memorae, Notis vs Poke.
  * We're at [**\$16k MRR**](https://trustmrr.com/startup/notis-ai) — every one of you made that happen. Thank you. 🙏
  * I post daily across [X](https://x.com/mindtheflo), [LinkedIn](https://www.linkedin.com/in/parisetflorian/), [Instagram](https://www.instagram.com/mindtheflo) — come say hi.

  That's it for v3. This is the Notis I set out to build — the one that doesn't just answer you, but actually does the work.

  See you on the other side.

  Flo

  P.S.: Record [a video testimonial](https://love.notis.ai/) (in any language) and get a free month of Notis on us.
</Update>

<Update label="02.26" description="March 2, 2026">
  ## February: Notis Reliability Month, Interactive Buttons, and Patch Mode

  <img alt="02.26 cover" />

  Flo [here](https://x.com/mindtheflo) — this month, no big headline feature. I spent February making Notis more reliable, more predictable, and harder to break. If you delegate real work to an AI, "almost works" isn't good enough.

  That said, I’m also working behind the scene on a paradigm shift for Notis. 🤐 Let’s jump in.

  ### Interactive Buttons on Slack & Telegram

  Notis no longer just talks at you — now it gives you things to tap. When Notis presents options, links, or next steps, they show up as clean interactive buttons instead of raw text you have to parse and reply to.

  It's a small shift that makes Notis feel less like a chatbot and more like an app you actually want to use.

  Example:

  * Notis asks you to approve a draft — you tap "Approve" or "Edit" instead of typing it out.
  * Notis shares three calendar slots — you pick one with a tap.
  * A research summary lands with a "Save to Notion" button right below it.

    <img alt="Reliability Month" />

  ### The Boring Release (a.k.a. Reliability Month)

  This is the real story of February. We shipped **30+ bug fixes** across the entire stack — concurrency, integrations, automations, messaging, and Notion sync.

  Here's why this matters: when you tell Notis to "post this at 9 AM" or "update my CRM after every call," you need it to actually work — every time. Not 95% of the time. Every time.

  What we fixed:

  * **Concurrency & locks:** Eliminated race conditions where parallel tasks could kill each other. Background threads no longer leak. Stalled processes get detected and cleaned up automatically.
  * **Integrations & OAuth:** Auth flows are faster and more resilient. Toolkit connections handle edge cases (multiple configs, first-attempt failures) without breaking.
  * **Messaging:** Telegram buttons no longer collide on long messages. Slack formatting is cleaner. iMessage media pipeline is more stable.
  * **Notion sync:** Database parsing, routing, and backfill logic are all tighter. Fewer edge-case failures during heavy usage.

  We also added **cost caps per agent** and **stalled interaction tracking** — so if something does go wrong, you know about it immediately instead of discovering it three days later.

  This is the kind of work that doesn't make a good demo, but makes everything else possible.

  <img alt="Patch Mode for Notion" />

  ### Patch Mode for Notion Documents

  Sometimes you don't want a full rewrite — you want a surgical edit. With patch mode enabled, Notis can update only the relevant parts of a Notion page without bulldozing everything else.

  This matters most for long-living docs (plans, specs, playbooks) where stability is the whole point. You want iteration without "delete and recreate" chaos.

  Example:

  * "Add a Risks section to this doc" becomes an insert where it belongs, instead of rewriting the page.
  * "Update the intro with today's context, keep the rest" stays localized to the intro.

  ### 🤖 Automation of the Month: Competitors Comparison

  This month's featured automation tackles one of the most tedious tasks in content marketing — writing detailed competitor comparison blog posts. Instead of spending hours researching, formatting, and drafting, you just send Notis a competitor name and it handles the rest.

  **What it does:**

  This webhook automation takes a competitor name as input and runs a full pipeline: deep research on both the competitor and Notis (features, pricing, integrations, reviews, limitations), scrapes product illustrations from both websites, generates a custom header image, and upserts a complete, publish-ready blog post into your Notion content database — structured with a quick take, product overviews, a head-to-head comparison table, key differences, persona-based recommendations, and a CTA.

  **Perfect for:**

  * Founders and solopreneurs who need SEO-driven comparison content but don't have a content team
  * Marketing teams that want to scale competitor pages without manual research
  * Anyone who wants a structured, fair, and visually rich comparison post — ready to publish

  **→** [Watch the tutorial](https://youtu.be/PNjgpK7DvRI)

  ### 🐞 Other improvements

  * \*\*Better file manipulation: \*\*A thousand tiny improvements to facilitate how Notis manipulates files between the extensions, code interpreter and it’s context window.
  * **iMessage next-gen migration:** the iMessage channel now supports RCS, Whatsapp and SMS - all from the same phone number.
  * **Shorter onboarding:** Getting to value faster with less setup friction.
  * **Unified tool search:** Agents find and use the right tool more consistently.

  ### 🗞️ In Other News

  * Notis starts the year on the [TAAFT 2026 leaderboard at #8](https://www.linkedin.com/feed/update/urn:li:share:7432137363314864128) — overtaking CodeRabbit and Grok. Take this, OpenClaw! 😉
  * I posted ["It's just a wrapper."](https://x.com/i/web/status/2022731729056801065) and it hit a nerve. If you know, you know. 🫡
  * We now post daily across platforms — catch the latest on [X](https://www.linkedin.com/company/mindtheflo/), [Linkedin](https://www.linkedin.com/company/mindtheflo/), [Instagram](https://www.instagram.com/notis_ai), and [TikTok](https://www.tiktok.com/@notis_ai?_r=1&_t=ZN-94Itt5xvh7m).

  ### 📰 **AI News**

  Here's what you might have missed in AI this month:

  🔥 **Matt Shumer: "Something Big Is Happening"** — The essay that broke the internet. 80M+ views in days. Shumer compared this AI moment to February 2020 before COVID hit, arguing we're in the "this seems overblown" phase of something much bigger. He claims he's "no longer needed for the actual technical work of my job." ([fortune.com](https://fortune.com/2026/02/11/something-big-is-happening-ai-february-2020-moment-matt-shumer/))

  💰 **Anthropic raises \$30B and Open AI \$110B** — Claude Code hit \$1B ARR within seven months. Meanwhile, OpenAI is targeting \~\$600B in compute spend by 2030, projecting \$280B in 2030 revenue. ChatGPT now has 900M+ weekly active users. The arms race is fully financialized. ([anthropic.com](https://www.anthropic.com/news) /[openai.com](https://openai.com/index/scaling-ai-for-everyone/))

  🇨🇳 **The AI Cold War heats up** — Anthropic accused DeepSeek, Moonshot AI, and MiniMax of "industrial-scale" distillation attacks: 24,000 fake accounts, 16M+ exchanges to extract Claude's reasoning and coding capabilities. OpenAI made parallel accusations to Congress. DeepSeek reportedly trained models on Nvidia Blackwell chips, flouting export controls. The framing from both labs: this is a national security issue, not just IP theft. ([techcrunch.com](https://techcrunch.com/2026/02/23/anthropic-accuses-chinese-ai-labs-of-mining-claude-as-us-debates-ai-chip-exports/))

  🤖 **OpenClaw / Clawdbot goes nuclear** — An Austrian dev's open-source AI agent — originally named "Clawdbot" before Anthropic sent a trademark cease-and-desist — became the fastest-growing GitHub project ever (150K+ stars). It runs locally, connects to WhatsApp/Slack/email, and actually *does things* autonomously (reminds you of something?!). Creator Peter Steinberger joined OpenAI on Valentine's Day. Security researchers found 30,000+ exposed instances. Running it costs \$300-750/mo in API tokens (still find Notis expensive ?!). It's your new weekend project, your security nightmare, AND the reason to buy that Mac Mini for local inference - or there is Notis. ([ibm.com](https://www.ibm.com/think/news/clawdbot-ai-agent-testing-limits-vertical-integration))

  🧠 **GPT-5.3 Codex: "The AI helped build itself"** — OpenAI's Feb 5 release included a line in the technical docs that sent shockwaves: "GPT-5.3-Codex is our first model that was instrumental in creating itself." The Codex team used early versions to debug training, manage deployment, and diagnose evals. Recursive self-improvement is no longer theoretical — it's a line item in release notes. ([openai.com](https://openai.com/index/introducing-gpt-5-3-codex/))

  🔒 **Claude finds 500+ hidden vulnerabilities** — Anthropic's Frontier Red Team used Opus 4.6 to scan open-source codebases and discovered over 500 security vulnerabilities that had gone undetected for decades despite expert review. They then launched Claude Code Security, which scans codebases for vulns and suggests patches — sending cybersecurity stocks tumbling in the process. ([claudelog.com](https://claudelog.com/claude-news/))

  🕵️ **Trump blacklists Anthropic — OpenAI swoops in hours later** — Anthropic refused to lift its two red lines for the Pentagon — no autonomous weapons, no mass surveillance. Trump ordered every federal agency to cease using Anthropic and Hegseth designated it a "Supply-Chain Risk to National Security." The \$200M DoD contract is dead. Hours later, Altman announced OpenAI had struck a deal for those same classified networks — claiming the Pentagon agreed to the *exact same safeguards*. ([axios.com](https://www.axios.com/2026/02/27/anthropic-pentagon-supply-chain-risk-claude))

  🎯 **Sonnet 4.6 launches Feb 17** — Approaching human-level performance on computer use tasks (72.5% on OSWorld). Same Sonnet pricing. 1M token context in beta. Plus: Anthropic acquired Vercept (perception/interaction AI) and the Bun runtime team. The product velocity is relentless. ([releasebot.io](https://releasebot.io/updates/anthropic/claude))

  That's it for February. No fireworks — just a sturdier Notis.

  See you next month with big news! Flo

  P.S.: Record [a video testimonial](https://love.notis.ai/) (in any language) and get a free month of Notis on us.
</Update>

<Update label="01.26" description="January 31, 2026">
  ## January: Notis Enhancements, Slack Integration, Teams Support, and MCPs

  <iframe title="01.26 video" />

  Hey — Flo [here](https://x.com/mindtheflo).

  Notis and I have been busy cooking the most requested features. So let's get to it.

  <img alt="01.26 image 1" />

  ### Notis on Slack

  **Slack is now a first-class channel** — message Notis directly from ALL your workspaces.

  Just open a DM with Notis and start typing. Send text, images, documents, and audio files without switching between apps. Notis supports threaded conversations, rich formatting, voice messages, and attachments. Here are a few places you can use Notis in Slack:

  1. \*\*DM - \*\*Chat with Notis 1:1 like any of your colleagues.
  2. **Slack Channels and Groups -** @Notis to summon Notis. She replies in thread automatically on each subsequent message (only from the user that summoned her). Use @notis off to turn off auto-reply any time.

  [*Learn more.*](/channels/slack)

  <img alt="01.26 image 2" />

  ### Notis for Teams (PRO+)

  Notis now supports **Teams** — share your subscription and automations with others.

  * \*\*Central Billing: \*\*Invite team members by phone number, and they instantly get access. All licenses are managed centrally and onboarding gets simplified.
  * \*\*Automation Templates: \*\*Create a template once and share it across your team. When you update the template prompt, everyone's linked automation updates automatically — no more maintaining the same logic in multiple places.

  Our first client, a Swiss company with 10 employees, is now using Notis for asynchronous weekly standup meetings. The idea is simple: every Monday, everyone receives a reminder from Notis, they record a short voice note with their priorities for the week and wins from the last week. At the end of the day, Notis compiles all reports and generates a short voice note for the team lead. It also drafts an email for the rest of the team to close the loop.

  [*Learn more.*](/account-and-settings/teams)

  <img alt="01.26 image 3" />

  ### MCPs are here

  *Notis is now the easiest way to connect your favourite messaging apps to an MCP server.*

  If you have internal APIs, custom workflows, or niche systems Notis doesn’t support out of the box, MCP lets you plug them in as first-class capabilities. You give Notis a server URL, describe what it does, choose transport, add headers if needed, test it, and enable the tools you want.

  We're partnering with [Ogment.ai](https://www.ogment.ai/) so you can easily turn any API into a compatible MCP server that you can create and connect with Notis in minutes. [I've made a video](/guides/coding-agents-via-cursor) to show you how it works, where I used Ogment to manage my Cursor coding agents right from Notis.

  [*Learn more.*](/get-started/integrations)

  <img alt="01.26 image 4" />

  ### 🤖 Automation of the Month: Travel Planning

  This month, Nikki, a Director and Creative Producer, reached out with a cool problem. Until recently, she had a PA managing her agenda with travel blockers between meetings to avoid conflicts. It's a necessary but painful job, and she turned to Notis to see if her AI intern could handle this.

  **What it does:**

  This automation therefore automatically creates and manages travel time blockers whenever calendar events are created or deleted. Every time you add or remove a meeting, Notis reviews your day and maintains your travel blockers automatically. It calculates the optimal transport mode (public transit vs. car) based on location, and only pings you if there's an error or if travel time exceeds the gap between meetings.

  **Perfect for:**

  * Founders and execs with packed calendars full of in-person meetings
  * Anyone who hates being late (or rushing between locations)
  * People who want their calendar to reflect reality — including commute time

  **→** [Watch the tutorial](/guides/travel-planning)

  ### 🐞 Other small (and big) improvements

  * \*\*⚠️ **[**Multiple accounts/integration support**](/get-started/integrations)**: \*\*Not only can you now connect your personal and work calendar and emails, but you also have access to over 850 integrations we support.
  * \*\*⚠️ **[**Email**](/channels/email)** and **[**iMessage**](/channels/imessage)** aliases: \*\*You can now add multiple emails as registered senders when forwarding email to [hey@notis.ai](mailto:hey@notis.ai). Likewise, we now support multiple registered email senders for iMessage.
  * [**Advanced Voice Mode**](/tools/voice-mode)\*\* access to all integrations: \*\*When you call Notis on WhatsApp, she can pull up context from all your connected apps. This makes calling Notis 100x more useful. My favorite use case so far: calling Notis to timebox my tasks throughout the week.
  * **PDF support improvements:** Notis can now reliably read PDFs of less than 50 MB and save them to your long-term memory automatically.
  * \*\*Automation improvements: \*\*Automatically pause failing automations, rate limiting, and deduplication for the safety of your credits and multi-trigger support.
  * **QOL improvements: Reply to Notis with a reaction and magic link login to the portal.**

  ### 🗞️ In Other News

  * [Back to the office](https://x.com/i/web/status/2008804935962345847) 🏝️ — from the holidays and shipping again more pumped up than ever.
  * 13 months after our first paid user, we just hit[13k MRR](https://trustmrr.com/startup/notis-ai) on TrustMRR — a milestone I’m proud of and it’s all thanks to all of you! 🙏
  * Checkout our [Youtube channel,](https://www.youtube.com/@mindtheflo) we’re now posting daily.

  ### 📰 AI News

  Here's what you might have missed in AI this month:

  ⚠️ Dario Amodei: The Adolescence of Technology - An essay on the risks posed by powerful AI to national security, economies and democracy. ([darioamodei.com](https://www.darioamodei.com/essay/the-adolescence-of-technology))

  🎬 Zuckerber: Drops a 90-minute masterclass on AI, China, and AGI ([x.com](https://x.com/ericw_ai/status/2010381207612375449?s=20))

  💻 **Claude Code's viral moment:** Prompt-to-code tooling spiked in mainstream virality — non-engineers using "code as a lever" to build small apps quickly. Right after that, Anthropic announced Labs as a formal vehicle for faster experimentation and productization — accelerating the research → product conveyor belt. First product, Claude Cowork, was built in one week by Claude Code. ([anthropic.com](https://claude.com/blog/cowork-research-preview))

  🔌 **Interactive Claude apps:** Anthropic added interactive apps inside Claude (Slack, Figma, Box) — a clear move toward "assistant as operating layer". ([techcrunch.com](https://techcrunch.com/2026/01/26/anthropic-launches-interactive-claude-apps-including-slack-and-other-workplace-tools/))

  📧 **Gmail enters the Gemini era:** Google positioned Gmail as an AI-assisted workspace with summarization, inbox Q\&A, and assisted writing. ([blog.google](https://blog.google/products-and-platforms/products/gmail/gmail-is-entering-the-gemini-era/))

  💡 **Hassabis on the AI bubble:** At Davos, DeepMind CEO warned parts of the AI investment surge look "bubble-like" — one of the sharper cool-the-hype notes from a top lab leader. ([ft.com](https://www.ft.com/content/a1f04b0e-73c5-4358-a65e-09e9a6bba857))

  \*\*🦞 What Is Clawdbot? (And Why People Are Losing Their Minds Over It): \*\*Imagine if Notis could become your new weekend project, your security nightmare AND finally justify you buy that shiny new mac mini to run local inference. That's basically Clawdbot. ([techcrunch.com](https://techcrunch.com/2026/01/27/everything-you-need-to-know-about-viral-personal-ai-assistant-clawdbot-now-moltbot/))

  That's it for this month. See you next month! Flo

  P.S.: Record [a video testimonial](https://love.notis.ai/) (in any language) and get a free month of Notis on us.
</Update>

<Update label="12.25" description="January 5, 2026">
  ## December product updates

  <img alt="12.25 cover" />

  Hi there 👋

  Flo [here](https://x.com/mindtheflo) — first up, HAPPY NEW YEAR! 🎉🍾

  And you know what? We're also celebrating Notis' first birthday today. If you want to buy her a gift, go [vote for us for product of the year](https://theresanaiforthat.com/leaderboard/)!

  Ok, let's roll.

  <img alt="12.25 image 1" />

  ## 2025 Wrap

  To celebrate the year and Notis' birthday, we worked on our first wrap; Notis will share it with you in the coming days. But since we're all there, let's go through memory lane and see what Notis achieved in her first 12 months at your service:

  * Notis wrote 18'166 Notion documents, saved 3'674 hours of busy work and reminded you 1'213 things that, let's be honest, you'd have forgotten without her.
  * No surprise, Notion is by far your favourite integration. In 2025, we released 833 more so your entire tool stack can now be delegated to your AI intern.
  * Notis shines in her ability to handle every aspect of your business, which reflects in the main use cases we see her tackling. Interestingly enough, there is not a single use case overshadowing the others. This confirms, founders want AI that can do it all; not 40 different AI tools.
  * Notis started from a single channel, WhatsApp (still over 50% of our users). Since then we’ve released Telegram (30%), iMessage (11%) and emails (8%).
  * We also introduced Automations, Advanced voice modes, image/video/audio generation, long term memory and no less than 3 major iterations of the Notis agentic engine 😅. Our 2026 challenge will be to make sure all those tools find their way to your workflow.

    <img alt="12.25 image 2" />

  ## Long term memory management

  Your Notis long term memory now comes with real file management: you can upload, browse, and clean up the documents that power your memory.

  Drag and drop files in, then quickly preview what Notis extracted (so you can trust what’s been indexed). As your library grows, use search and filters to get back to the right doc fast.

  We’ve also made it possible to search the memory bank created by Notis so you can delete any irrelevant memory.

  **Examples:**

  * Drop a PDF deck after a meeting and instantly search it later by a phrase you remember.
  * Upload a batch of research docs, then filter by processing status to see what’s still being indexed.
  * Remove outdated files in one shot when a project ends.

  **Supported content:**

  * Plain text — notes, facts, or any information
  * URLs — web pages, YouTube videos (auto-transcribed), Google Docs
  * Multiple URLs — paste multiple URLs to create separate memories for each
  * Markdown — headers, bold, lists, and code blocks are preserved

    <img alt="12.25 image 3" />

  ## Smart Router + gpt-5.2

  Alongside the release of gpt-5.2, Notis now includes a **Smart Router** that dynamically upgrades the AI model and adjusts reasoning effort and verbosity based on the task.

  When you send a simple request, Notis uses a fast, cost-efficient model. But when it detects something harder — multi-step planning, complex tool use, or nuanced reasoning — it automatically escalates to a more capable model and increases thinking depth.

  **What this means for you:**

  * Simple tasks stay fast and cheap
  * Complex tasks get the horsepower they need
  * No manual model selection required

  This is all invisible to you. You just get better results, automatically.

  ### 🤖 Automation of the Month: Morning Motivation

  Every month, we spotlight one automation workflow you can set up in minutes.

  This month: **Morning Motivation** — a daily pep-talk that lands in your inbox before you start work, tailored to what's actually on your plate.

  **What it does:**

  Each morning, Notis acts as your personal executive coach. It looks at:

  * Your current projects and open tasks
  * Recent wins and progress you've made
  * Your goals and priorities from your profile

  Then it sends you a short, energizing message to kick off your day with focus and momentum.

  <img alt="12.25 image 4" />

  **Perfect for:**

  * Founders who need a mental reset before diving in
  * Anyone building new habits in the new year
  * Days when your to-do list feels overwhelming

  \*\*→ \*\*[Grab the prompt in my personal library](https://mindtheflo.notion.site/Morning-Motivation-2cd6f212c58c81278791e37b5ad1642f)

  ### 🐞 Other small improvements

  * Much (much) cheaper requests: We managed to reduce the cost of requests by a factor of two to four. Effectively this gives you twice the usage for the same plan.
  * New image generation model: gpt-image-1.5
  * Notion-synced prompts: You can now keep automation instructions in sync with a Notion page. Paste a Notion page link in the portal and your prompt stays aligned with what’s written there. No more copying prompt text back and forth.
  * iMessage output now removes markdown for clean rendering.
  * Notion query retry flow fixed to handle empty results better

  ### 🗞️ In Other News

  * Rewrote the entire [help center](/) with quick-start guides for all top use cases. ([help.notis.ai](/))
  * My automation library is now [public](https://mindtheflo.notion.site/notis-automations-gallery?v=2cd6f212c58c8183bc1b000cd1a25e7a) — [submit yours](https://mindtheflo.notion.site/2cd6f212c58c8111b70ffdcd5296d083) and get \$10 off per published automation.
  * [Our first paid user cancelled](http://x.com/)after exactly one year — we're celebrating how much user feedback has shaped Notis.

  ### 📰 AI News

  Here's what you might have missed in AI this month:

  🎙️ **Jensen Huang on JRE:** NVIDIA's CEO discussed AI buildout and geopolitical dynamics in a long-form interview. ([youtube.com](https://www.youtube.com/watch?v=3hptKYix4X8))

  📺 **Altman on The Tonight Show:** Sam Altman's mainstream TV appearance marked a consumer AI moment. ([youtube.com](https://youtu.be/qMAg8_yf9zA?si=c43k25PufVtiwUiy))

  **🚀 GPT‑5.2 and GPT-5.2-Codex:** 5.2 is optimized for spreadsheets, presentations, coding, and long contexts with state‑of‑the‑art benchmarks. Available across ChatGPT tiers and via API. ([openai.com](https://openai.com/index/introducing-gpt-5-2/))

  **🖼️ New ChatGPT Images & creative space:** OpenAI launched a faster image model (GPT Image 1.5) with precise editing and 4× faster generation. Includes a dedicated creative space for organizing generated images. ([openai.com](https://openai.com/index/new-chatgpt-images-is-here/))

  **⚡ Gemini 3 Flash & Google's December AI blitz:** Google introduced Gemini 3 Flash as the default in Gemini app and Search, plus video verification tools, audio models supporting 70 languages, Deep Research agent, virtual try‑on, and expanded Gemini 3 Pro/Nano availability. ([blog.google](https://blog.google/technology/ai/google-ai-updates-december-2025/))

  **📊 Excel's Agent Mode gets a general release:** Microsoft released Agent Mode on December 9, enabling multi‑step workflows, scenario modeling, and data visualization in Excel on the web. Windows/Mac releases planned for early 2026. ([techcommunity.microsoft.com](https://techcommunity.microsoft.com/blog/excelblog/agent-mode-in-excel-is-now-generally-available-on-excel-for-web/4476092))

  That's it for this month. See you next month! Flo

  P.S.: Record [a video testimonial](https://love.notis.ai/) (in any language) and get a free month of Notis on us.
</Update>

<Update label="11.25" description="December 2, 2025">
  ## November: New plans, reliability boost, and Automation of the Month

  <img alt="11.25 cover" />

  Hi there 👋

  Flo [here](https://x.com/mindtheflo) — no major splashy features this month. Instead, November was all about making Notis more reliable, faster, and easier to use. We also shipped **new pricing plans** and introducing a new section in the newsletter: **Automation of the Month**.

  Let's roll.

  <img alt="11.25 image 1" />

  ### New Plans

  In an era of increasing AI product fatigue caused by the daily launches of competing solutions solving the same problem, we wanted to create a strong incentive for users to invest in Notis to reap its full benefits. This led us to redesign our plans to offer **4 months free on yearly plans** rather than playing musical chairs with their AI assistant while also ensuring a sustainable business model to guarantee the continuity of the service and its independence from VC money.

  <img alt="11.25 image 2" />

  Say hello to the new **Pro**, **Pro+**, and **Ultra**.

  * **Pro (\$19/mo):** For solo founders and operators who want a personal PA in WhatsApp, iMessage, Telegram, or email. \~300 tasks/month included. *Now offers 45% more usage for the same price on a yearly plan.*
  * **Pro+ (\$39/mo):** For busy operators automating recurring work. 2x the usage, automations, and early access to new features. *Now 20% cheaper on a yearly plan.*
  * **Ultra (\$99/mo):** For high-growth teams building human-led, agentic workflows. 5x usage, Advanced Voice Mode, faster responses, priority support, and on-demand usage at API cost. *Now 40% cheaper on a yearly plan with plenty of usage to cover power users usage.*

  If you want to keep your current plan, you don't need to do anything. You can update to any of the new plans directly in the portal or by asking Notis.

  All plans come with a **7-day free trial** and **4 months free** when billed yearly.

  [Check out the new plans →](https://notis.ai/pricing)

  ### 🤖 Automation of the Month: Meeting Prep

  Every month, we'll spotlight one automation workflow you can set up in minutes.

  This month: **Meeting Prep** — a workflow that runs before your calendar meetings and delivers a research brief straight to WhatsApp.

  <img alt="11.25 image 3" />

  **What it does:**

  When you have an upcoming meeting with other attendees, Notis automatically:

  * Searches your emails for prior conversations with the attendees
  * Looks through your meeting notes for past meetings with them
  * Falls back to a web search for context on the attendees, their company, and recent news

  Then it sends you a structured brief 30 minutes before the meeting.

  **→ Set up Meeting Prep automation**

  ### 🐞 Other improvements

  * \*\*New sign-in & signup page: \*\*We’re proud to provide a password-less experience and now you can enjoy the same experience from the [web](https://app.notis.ai/login).
  * **White/Dark theme for the portal:** Light mode lovers, rejoice.
  * **Webhook & extension trigger testing:** You can now add a payload when testing triggers — super useful for debugging automations.
  * **Fixed extension triggers:** Resolved an issue where some extension triggers weren't firing correctly.
  * **Better usage analytics:** Live interaction status tracking, source/channel filters, and improved mobile layouts.
  * \*\*GPT-5.1: \*\*Notis has been updated to the latest flagship model from OpenAI.

  ### 🗞️ In Other News

  * [Check out this review](https://x.com/mindtheflo/status/1990529456054620377?s=20) if you're still unsure how Notis could help you stay on top of your busy founder's life.
  * A CEO of a competing startup 🤐 (with a team of 12!) told us they use Notis to benchmark their own product. Now their engineering team i[s subscribing to Notis](https://x.com/mindtheflo/status/1993591363829748025?s=20)…. We'll take that as a compliment. On the other hand, [I tried Poke](https://x.com/mindtheflo/status/1994510819376181732?s=20) and it had an identity crisis and thought it was Notion for a minute.
  * Cloudflare had a [massive outage](https://x.com/ProductHunt/status/1990800410551201921?s=20) and took half of the internet with it, along with Notis.
  * If you’re not [managing your socials from Notis](https://x.com/mindtheflo/status/1991575708653744356?s=20) yet, you’re missing out on my favourite workflow.
  * Notion is working on a [very cool agentic product internally](https://x.com/mindtheflo/status/1991870292361417191?s=20), very similar to Notion's automations, and some of their employees are experimenting with [very basic messaging agents.](https://x.com/mindtheflo/status/1993305785628344440?s=20) It's kind of fun watching a company of over 1,200 employees taking a page from a one-man startup — 12 months late.
  * We gave the website a fresh look. [Go check it out!](https://notis.ai/)

    <img alt="11.25 image 4" />

    <img alt="11.25 image 5" />

  ### 📰 AI News

  Here's what you might have missed in AI this month:

  🌐 **Gemini 3 Breakthrough:** Google launched Gemini 3 Pro, alongside Antigravity, a new IDE like Cursor, and Nano Banana Pro, a new frontier image generation model. Gemini 3 tops many benchmarks (like ARC-AGI-2 and MathArena), while Nano Banana Pro is already the new reference for image generation.. ([blog.google](https://blog.google/products/gemini/gemini-3/?utm_source=chatgpt.com))

  ⚔️ **OpenAI “Code Red”:** Facing Gemini 3 and Claude 4.5 outpacing and overshadowing the release of GPT-5.1, Sam Altman declared an internal “code red,” pausing ad and agent projects to focus the company on making ChatGPT faster, more reliable, and more personalized. ([AP News](https://apnews.com/article/00d67442c7862e6663b0f07308e2a40d?utm_source=chatgpt.com))

  🚨 **Altman on “Really Bad Stuff”:** OpenAI’s Sam Altman says he expects “some really bad stuff to happen” as AI enables powerful deepfake video models, arguing society needs a “test drive” with these tools now rather than a shock later. ([Dataconomy](https://dataconomy.com/2025/10/24/sam-altman-ai-will-cause-strange-or-scary-moments/?utm_source=chatgpt.com))

  🧩 **LeCun: Left Meta:** Meta’s chief AI scientist Yann LeCun is leaving to start a new venture and is doubling down on his view that today’s large language models are a “dead end” for human-level AI, arguing that future systems must learn world models that understand physical reality. ([Ground News](https://ground.news/article/metas-chief-ai-scientist-yann-lecun-to-leave-for-startup_50fd37?utm_source=chatgpt.com))

  That's it for this month. See you next month!

  Flo

  P.S.: Record [a video testimonial](https://love.notis.ai/) (in any language) and get a free month of Notis on us.
</Update>

<Update label="10.25" description="November 7, 2025">
  ## What we shipped in October: iMessage, 800+ integrations, and advanced voice mode

  <img alt="10.25 cover" />

  Hi there 👋

  Flo [here](https://x.com/mindtheflo) — this month brings three game-changing updates: iMessage support, a brand-new voice agent, and 800+ new integrations. Everything below is released today.

  Let's roll.

  <img alt="10.25 image 1" />

  ### iMessage

  Notis is now available on iMessage. You can use Notis directly from your iPhone's Messages app, bringing the same powerful AI assistant experience you know from WhatsApp and Telegram to Apple's native messaging platform.

  *The strength of iMessage?*

  * Supports emoji reaction like in Telegram
  * 10k characters limit
  * Unlimited duration for voice message

    <img alt="10.25 image 2" />

  ### 800 integrations

  Notis now supports over 800 integrations, dramatically expanding what you can automate and connect. From your favorite productivity tools to niche industry-specific platforms, Notis can now work with virtually any service you use.

  *Concretely, Flo?*

  * Connect Notis to hundreds of new platforms and services.
  * Automate workflows across your entire productivity stack.

  **Some of my favourite tasks so far:**

  *“Move my prospect “Rocket Internet” to closed in Hubspot”*

  *“Add a new task in Todoist to review the OpenAI acquisition offer.”*

  *“Check my late tasks on Notion and *[*timebox*](https://x.com/mindtheflo/status/1975306753731424666)* them for the day in my personal Google Calendar”*

  *“Send my wife a calendar invite for Tuesday at 2 p.m. for lunch.”*

  *“Set up a new automation that runs daily at 9 am with my agenda for the day on all my calendars, any urgent emails in my Gmail inbox, and my late tasks in Todoist. Oh, and add the weather forecast for the day.”*

  <img alt="10.25 image 3" />

  ### New voice agent (PRO+ plan)

  A brand new Notis voice experience is live on WhatsApp — we call it **Advanced Voice Mode**. Just press calls. This is light years better than the previous iteration. I used it to work on the next B2B business model for Notis, and it felt so natural to speak with someone with full access to my Notion workspace and the web. Also, this new iteration has access to all your context, can now manage directly pretty much all tasks that you can handle via text with Notis. When it can't, it will get back to you on WhatsApp after your hangup.

  *What can it do Flo?*

  * Search the web, your Notion workspace and shared documents
  * Setup new reminders, create or run your automations
  * Continue working after you hang up

  ### 🐞 Other small improvements

  * **Better Long Term Memory (PRO+ plan) :** I learned a ton during the beta of the new long-term memory I transplanted in Notis. I was not convinced, so I started fresh. The new system is 10 times better at knowing who you are (your preferences), what you're currently working on, and recalling specific details when it needs to. It's also fully integrated with the new advanced voice mode.
  * **Video Generation :** Notis can now [create](https://x.com/mindtheflo/status/1976406609132720270) and remix videos using SORA 2 PRO. You can use an image as input, select the duration and portrait or landscape. The remix feature let you extend a first SORA video with more scenes.
  * **Test automations from the Portal (PRO+ plan) :** Users can now run automations from the portal for testing, directly by texting Notis or in advanced voice mode.
  * **Report bugs from Notis:** You can now report bug to me directly from Notis.
  * **File naming improvements:** Notis now preserves the original name of uploaded files for better organization.
  * **WhatsApp Automations/Reminders:** WhatsApp automations and reminders that run outside of the 24h window finally work great.

  ### 🗞️ In Other News

  * Notis is trending #1 on [There's an AI for That](https://theresanaiforit.com) for another week. The momentum keeps building! [70% Notis trials convert](https://x.com/mindtheflo/status/1977072127497973923) into paid users.
  * A CEO of a competing startup mentioned they use Notis to benchmark their product built by a team of 12. When solo founders compete with full teams, you know the [AI shift is real](https://x.com/mindtheflo/status/1985779261429407767).
  * WhatsApp is [moving to ban AI assistants](https://x.com/mindtheflo/status/1979820280890470431) from the platform to make space for their own (garbage) product.
  * Daniel, an AI researcher wrote a [great piece](https://x.com/mindtheflo/status/1981605921651667375) about Notis.

  ### 📰 AI News

  Here's everything cool (and not so cool, hum hum) we saw happening this month in AI:

  **🧾 WhatsApp bans general‑purpose chatbots:** Meta updated WhatsApp’s Business API terms to prohibit AI providers from distributing general‑purpose assistants.

  **🌍 ChatGPT Atlas browser launches:** It features optional **browser memories** that recall visited sites, and an **agent mode** that can fill forms, plan events and automate tasks.

  🌍 **NVIDIA hits \$5 trillion valuation**: NVIDIA became the first \$5T company in October 2025, driven by AI chip demand.

  🧾 **Amazon cuts 14,000 managers with AI efficiencies**: Amazon announced 14,000 managerial layoffs in October 2025, attributing savings to AI automation in operations and planning.

  🚀 **Anthropic drops Claude 4.5 Haiku**: Anthropic released Claude 4.5 Haiku in October 2025, a low-latency, cost-effective model optimized for real-time apps, outperforming larger models in speed while maintaining safety alignments.

  That's it for this month. See you next month!

  Flo

  PS: Join our [Slack channel](https://join.slack.com/t/mindtheflo/shared_invite/zt-3bk60o4on-MnEfNtUfT_FYq2_w7EXSew) for weekly update and early-access to new features.
</Update>

<Update label="09.25" description="October 6, 2025">
  ## September product updates

  <img alt="09.25 cover" />

  Hi there 👋

  Flo here — this one’s a banger: a brand‑new agentic engine, 30+ new integrations — including Google Calendar, Gmail and Drive and long‑term memory. Everything bellow is released today in **BETA**. If you want to join the new beta program [you’ll first need to join the Slack community](https://join.slack.com/t/mindtheflo/shared_invite/zt-3bk60o4on-MnEfNtUfT_FYq2_w7EXSew) and you’ll find the instructions under the [beta Slack channel](https://mindtheflo.slack.com/archives/C09KRDWCG3A). Starting next month, the Beta channel will be reserved for Pro+ users as will be most of the features bellow; **so now is your chance to activate those features for free!** \*\* \*\*Ok, let’s roll.

  <img alt="09.25 image 1" />

  ### New agentic engine - Notis V3

  Notis’ engine was rebuilt on OpenAI’s latest Responses/Conversations API stack for significant gains in speed, reliability, and intelligence. Notis now replies instantly, then smart‑routes work to specialized agents with the right “brainpower” for the job.

  *Concretely Flo?*

  * Expect the first response in seconds not minutes.
  * Simple tasks/automations are cheaper and faster.
  * Much improved intelligence and autonomy on complex tasks/automations.

    <img alt="09.25 image 2" />

  ### Email, Calendar, Drive and 33+ integrations (PRO+)

  Without a doubt, the number one requested feature since I launched Notis 12 months ago has been giving access to Notis to your calendar. Well, today I am releasing 33 integrations in Beta.

  *Concretely, Flo?*

  * You can draft/send emails from Notis or review your inbox during your morning job.
  * Use Todoist or any other task manager to manage your tasks from Notis.
  * Work on your sales pipeline in HubSpot or Salesforce.
  * Report bugs on GitHub, Linear, or Jira.
  * Add a blocker in your agenda for the time you need to go to your meeting (Google Maps + Calendar).

  You get the gist of it…

  <img alt="You can edit your integrations in the Integrations page in the portal or simply asking Notis" />

  I believe we now have the architecture and resources to move extremely fast to deliver the integrations that matter to your productivity. [Now, go vote for the next integration here!](https://notis.featurebase.app/)

  <img alt="09.25 image 4" />

  ### Long-term memory (PRO+)

  Right next to Google Calendar, long-term memory was the underlying request behind much of the users’ feedback. And here it is. Why wait so long? I was not convinced of the solution until now.

  Notis long-term memory is managed automatically:

  * It’s used for context for every interaction with Notis.
  * It’s updated continuously with every new important piece of information Notis learns about you.

  No user guide. No tips. It works like magic.

  ### 🐞 Other small improvements

  Most of these would deserve their own header image, to be honest, but I limit myself to three new major features a month!

  * **Priority and Flex service tier:** Automations now run for half the cost by using the OpenAI Flex tier. You can opt in for the Priority tier in your user settings for 2x the base token costs but even faster Notis.
  * **Code interpreter:** Notis now spins up a sandbox to run code, perform complex calculations, or analyze files. It supports working on documents, so for example, you can easily use Notis to analyze a CSV file.
  * **Improved logging:** Detailed agent traces in Portal → Usage. Also, easily filter your automation logs in Portal → Automation → Logs. Logs now also show the automation that triggered it, the source, and the channel it ran on.
  * **Automation improvement:** Name automations for clarity and the option to run them in a fresh context per run.
  * **Notion improvements:** Notis can now edit Notion covers/icons and better handle images.
  * **Deep Research improvements:** Notis can now conduct deep research on your Notion workspace and any attached docs.
  * **Scraping tool improvements:** The tool now captures page screenshots during scraping.

  ### 🗞️ In Other News

  * Notis sold its first two Ultra [200\$/month plans](https://www.linkedin.com/feed/update/urn:li:share:7378739514376278017). Know what it means? Some power users are generating enough values for their business to justify this price tag. More content on this soon.
  * We published 4 new videos produced by [@demetripanici](https://www.youtube.com/@DemetriPanici) to showcase more use-cases: [recruitment screening](https://youtube.com/shorts/XaeqCsWmKV4?feature=share), [weekly planning](https://youtube.com/shorts/NcMxmS_penQ?feature=share), [image editing](https://youtube.com/shorts/hYSv0GRGcyo?feature=share), [Notis for Raycast](https://youtube.com/shorts/QuEvmtdtuNc?feature=share).

  ### 📰 AI News

  Here’s everything cool we saw happening this month in AI:

  **🎬 Sora 2 brings video and audio to life:** OpenAI unveiled Sora 2, its next-generation video and audio model. Now it can generate synced dialogue, ambient sound, and sound effects all in one prompt. It came along with an iOS social app centered around Sora, which quickly made it to the top of the App Store and was released yesterday on the API. We live in a new world where AI-generated video is nearly impossible to detect. [Source](https://openai.com/index/sora-2/)

  \*\*🎙️ OpenAI DevDay 2025: **At its third annual DevDay, OpenAI revealed that apps can now run inside ChatGPT. Developers are getting a new Agent Kit for building agents, Sora 2, and GPT-5 Pro via the API. Expect to see all of this soon in Notis…** \*\*[Source](https://www.youtube.com/watch?v=hS1YqcewH0c)

  🧠 \*\*Demis Hassabis warns of social media–style harm in AI: \*\*DeepMind’s CEO cautioned that AI systems must be designed to avoid repeating the polarization, addiction loops, and misinformation dynamics that social media amplified. Hassabis argued that the “move fast and break things” mentality in tech may be tempting for AI builders, but when scaled to intelligence, the consequences could be far more dangerous. [Source](https://www.axios.com/2025/02/14/hassabis-google-ai-race-hazards?utm_source=chatgpt.com)

  🏢 \*\*Notion 3.0: \*\*I was not impressed, to say the least. They made a big deal about it at their annual conference, but this is the same agentic engine they released over the summer, with exactly the same capabilities, aside from silly hats and a custom prompt. Essentially, Notion just released custom GPTs for Notion two years after they became popular. Notis has some beautifull days ahead. [Source](https://www.notion.com/releases/2025-09-18)

  🚀 \*\*Anthropic unveils Claude Sonnet 4.5 — stronger, longer, smarter: \*\*Anthropic released Claude Sonnet 4.5, calling it its most advanced model yet for coding, reasoning, and running autonomous agents. Notably, it can sustain independent operation for **up to 30 hours** in internal tests — a big leap beyond previous limits. [Source](https://www.anthropic.com/news/claude-sonnet-4-5)

  That's it for this month. See you next month!

  Flo

  PS: This is the first changelog entirely drafted by Notis and sent right from Notion (thank you [@feather](https://feather.so/?via=florian)!). Notis is now doing the job of 2 to 3 full-time employees — this is how good it has become.
</Update>

<Update label="08.25" description="September 5, 2025">
  ## August product updates

  <img alt="08.25 cover" />

  Hi there 👋,

  It’s [**Flo**](https://x.com/mindtheflo) here with our monthly update. I am soooooo excited by this one! Once you finished reading,[join our new Slack community](https://join.slack.com/t/mindtheflo/shared_invite/zt-3bk60o4on-MnEfNtUfT_FYq2_w7EXSew) to share your thoughts and questions!

  <img alt="08.25 image 1" />

  ### 📞 WhatsApp Voice Calls (beta)

  This was the second most requested feature for Notis, and it’s finally live: you can now call Notis on WhatsApp, just like any personal assistant — only this one won’t ever complain when you call on weekends! 😵

  While Notis has so far been optimized for intelligence (as opposed to speed), some of you have complained since day one that it should be faster. My answer to this has always been that eventually I would release another modality optimized for speed. Here it is (finally)!

  As always, I let my imagination run wild and came up with a bunch of funky use cases for you to try out and push their limits (make sure to keep me updated):

  * \*\*Interactive daily gratitude journal: \*\*Ask Notis to guide you through a daily gratitude practice and encourage you to dig deep. End the conversation by asking Notis to update your journal for you after you hang up.
  * \*\*Morning Prep: \*\*Set up an automation that runs daily and asks Notis to gather all the tasks late or in your inbox and text you when it’s ready. When you receive the Notis notification, call Notis and go over the tasks and plan when you’ll handle them. Ask Notis to update the entries after the call and to set up some reminders to check in on you during the week regarding your progress.

  I hope this will get your juices flowing. I see a bright future for this, especially when I release calendar and email integration (imagine sorting your inbox over the phone every morning during your jog!). [Learn more how to use it.](/get-started/automate)

  <img alt="08.25 image 2" />

  ### 🔗 Webhooks Automations

  If WhatsApp phone calls are the feature that I’m most excited about for the future of Notis, this is the one I have used the most lately!

  The idea behind Webhooks Automations is simple and yet incredibly powerful and flexible: trigger a Notis automation from a simple webhook URL that can be called from any automation platform, including Notion. Whenever this URL is called, this instruction is run by Notis (as if you sent it as a message yourself), and whatever is passed along.

  Here’s a concrete example:

  As always with Notis, it gets even better when you mix and match all the features the platform has to offer! Here’s are some use-cases to get you started (some I already implemented myself):

  * \*\*Content repurposing: \*\*automatically create your social media posts for every new blog article or newsletter you produce.
  * **Content creation:** I have a database that I use to track my competitors. I can easily add a new entry by using the Notion clipboard or forwarding ads to Notis. I recently created a new webhook automation that runs every time a new entry is created in this database and writes a full blog post comparing it with Notis. Once I review it, it’s automatically posted on my blog and appears in the footer of our website.

  Of course, it doesn’t only work with Notion automation but can be used to integrate any service to Notis via Zapier, n8n, Make, or Pipedream. The sky is the limit here, guys! This officially makes Notis the best automation platform for Notion!Here’s how to get you started with [setting up Notis webhook automation on Notion](/get-started/automate). Let me hear from you; what will you build with this?

  <img alt="08.25 image 3" />

  ### 🗃️ Create and edit your Notion databases right from Notis

  Many of you started using Notis because the Notion learning curve is infamous. It seemed counter intuitive to ask you to manage your own databases there. It’s now fixed.

  Notis can now create and edit Notion databases in natural languages. No excuse for finally settings some custom instructions I keep baging about!

  ### **🐞 Other small improvements**

  * Corrected a major bug in the timezone management and improved the reliability of notifications and reminders.
  * You can now set a custom prompt in your user settings (head to the portal) for those few use cases where instructions per database are just not enough…
  * Notis can now archive and restore documents for you.

  ### **🗞️ In Other News**

  * Notis is growing fast 📈, it passed [2.4k in MRR](https://x.com/mindtheflo/status/1959594546498605323), with over 50% monthly growth. You’re sending over 30k messages to Notis [each week](https://x.com/notis_ai/status/1963663359984681406) 🤯 .
  * I’m rewriting the entire agentic engine after OpenAI announced their plan to [sunset the Assistant API](https://x.com/OpenAIDevs/status/1960409187122602172) Notis currently uses. The experience is [hellish](https://x.com/mindtheflo/status/1961509453859291221) but I’m comforting myself that this will give Notis access to MCP integrations, providing a faster and more reliable experience.
  * I got busy recording some cool live streams: how I built the Notis help center using Notis, Notis vs. Notion MCP vs. Notion AI, and a bunch of Q\&A with users, along with some cool demos of today’s new features.\*\* \*\*[**Check it out here!**](https://www.youtube.com/@mindtheflo/streams)
  * [@demetripanici](https://www.youtube.com/@DemetriPanici) and I continued our series that showcase the many use-cases for Notis: [chat with documents](https://youtube.com/shorts/mAqGpScpAtw?feature=share), [brain dumps](https://youtube.com/shorts/YahQq8K28kM?feature=share), [team task management](https://youtube.com/shorts/xRLN67gpZlw?feature=share), [automation](https://youtube.com/shorts/jK7SsTwlqew?si=iPdXo_AtrbJLFnJY) and [blogging](https://youtube.com/shorts/OWtQa6tmDuY?si=XOhCUf2uBBClZFGT).

  ### **📰 AI News**

  Here’s everything cool we saw happening this month in AI:

  🎙️ **ChatGPT finds its voice (literally)** – OpenAI rolled out a new **gpt-realtime** speech-to-speech model and beefed up its Realtime API for voice agents. In short, building a talking AI agent just got a whole lot easier – the future where chatting with your computer feels like a normal convo is *speed-dialing* closer. ([openai.com](https://openai.com/index/introducing-gpt-realtime/#:~:text=through%20access%20to%20additional%20tools,and%20context))

  🌐 **Claude moves into your browser** – Anthropic started piloting **Claude for Chrome**, a browser-based AI sidekick that can see and click around web pages on your behalf. They’re calling browser-savvy AI *inevitable* (since, let’s face it, we live in our browsers), but they’ve limited the rollout to 1,000 testers while they work out safety kinks. Why so cautious? Browsers are a minefield of hidden prompt-injection attacks – basically, sneaky websites could trick an AI agent. Anthropic is using this pilot to learn and beef up defenses so your future AI helper won’t go rogue clicking “Buy It Now” on scam sites. ([anthropic.com](https://www.anthropic.com/news/claude-for-chrome#:~:text=We%27ve%20spent%20recent%20months%20connecting,work%20directly%20in%20your%20browser)[anthropic.com](https://www.anthropic.com/news/claude-for-chrome#:~:text=We%E2%80%99re%20starting%20with%20controlled%20testing%3A,confidence%20through%20this%20limited%20preview))

  🌍 **DeepMind conjures a whole world (model)** – The folks at Google DeepMind unveiled **Genie 3**, a groundbreaking *world model* AI that can generate entire interactive 3D environments from just a text prompt. Imagine training robots in a hyper-realistic virtual warehouse or going skiing in an AI-simulated mountain – and then dropping a herd of deer onto the slope just by asking for it. DeepMind calls world models like Genie a key stepping stone toward AGI (you know, *the big goal*). They demoed Genie 3’s mind-blowing simulations to journalists – full 720p worlds running at 24 fps – but aren’t releasing it publicly yet. Even so, it’s clear the line between videogame physics and AI training grounds is blurring fast. ([deepmind.google](https://deepmind.google/discover/blog/genie-3-a-new-frontier-for-world-models/#:~:text=Image)[deepmind.google](https://deepmind.google/discover/blog/genie-3-a-new-frontier-for-world-models/#:~:text=Today%20we%20are%20announcing%20Genie,unprecedented%20diversity%20of%20interactive%20environments))

  🤝 **Meta mulls teaming up with rivals** – In an unexpected twist, Meta’s AI brass are reportedly considering partnerships with Google and OpenAI to beef up AI features in Meta’s apps. Word is they’ve discussed plugging in Google’s **Gemini** model (or even OpenAI’s tech) to power **Meta AI**, their in-house assistant. Any such deal would be a temporary boost until Meta’s own next-gen model (hint: **Llama 5**?) can catch up to the competition. Meta even let employees use Anthropic’s model for coding help internally– a sign that Zuck’s team isn’t too proud to outsource some AI brains while they play the long game on homegrown models. ([reuters.com](https://www.reuters.com/business/metas-ai-leaders-discuss-using-google-openai-models-apps-information-says-2025-08-30/#:~:text=Any%20deals%20with%20external%20model,compete%20with%20rivals%2C%20it%20added))

  😱 **Sam Altman’s Oppenheimer moment** – The OpenAI CEO gave a surprisingly candid interview where he admitted GPT-5’s abilities left him feeling *“useless”* and even made him ask *“What have we done?”*. Altman literally compared the creation of GPT-5 to the Manhattan Project, recalling how scientists realized the atomic bomb they built was a Pandora’s box. It’s not that GPT-5 is blowing up cities, but Sam’s point was clear: this AI is so powerful it freaked out its own creator. If the guy who helped build it is a bit spooked, you *know* the tech is getting real – fast. ([youtube](https://youtu.be/hmtuvNfytjM?si=zWa7VvZ0lwcak8tE))

  🔮 **DeepMind’s chief predicts an AI revolution** – In a recent interview, Google DeepMind’s CEO **Demis Hassabis** painted an eye-opening picture of the near future. He believes AI’s impact will be *“10 times bigger than the Industrial Revolution – and maybe 10 times faster,”* ushering in an era of **“incredible productivity”** and **“radical abundance,”** no less. That said, Hassabis also urged caution: the Industrial Revolution had its dark sides, and this AI boom will bring major *disruption* along with the benefits. Translation: society’s about to change in a huge way – we just need to make sure it changes for the better. ([theguardian.com](https://www.theguardian.com/technology/2025/aug/04/demis-hassabis-ai-future-10-times-bigger-than-industrial-revolution-and-10-times-faster#:~:text=modern%20civilisation,%E2%80%9D))

  That's it for this month. See you next month!

  Flo

  PS: Do you like what we do? [Leave us a video testimonial](https://love.notis.ai/). Any burning question? Drop in to my [daily office hours](https://office-hours.notis.ai/) or join the slack community!
</Update>

<Update label="07.25" description="August 7, 2025">
  ## July product updates

  <iframe title="07.25 video" />

  Hi there 👋,

  It’s [**Flo**](https://x.com/mindtheflo) here with our monthly update and let me tell you, Notis and I have been cooking!

  <img alt="07.25 image 1" />

  ### 🤑 New Plans

  I’ve got good news and bad news. The good news is that Notis is growing fast 📈 - we’re doubling new subscriptions month-to-month. The bad news is that we can’t afford to give out unlimited tokens to our users (some users currently spend 60 USD/month on OpenAI credit). So I scratched my head hard to come up with a pricing model that is fair to everyone. Here is the result:

  You can track your usage in our new portal (see below 👇)

  This new model will make it financially viable to offer GPT-5 when it’s released in a few weeks/months, but it will also let our users choose which models best meet their needs based on their own cost/value appreciation.

  Changing the pricing model is always tricky, so please don’t hesitate to reach out to me directly if this is not working for you or seems unfair, and we’ll find a solution that works for you!

  <img alt="07.25 image 2" />

  ### 📈 New Portal

  To track your usage, we came up with a brand new portal, but we couldn’t stop there. The new portal comes with the following features:

  This new portal lays the foundation for upcoming integrations with new sources (e.g., calendar), more settings and customization (e.g., choosing your models), and more automations (e.g., direct Notion webhooks integration 🤫).

  <img alt="07.25 image 3" />

  ### 🆘 New Help Center

  God knows, I’ve been procrastinating on this forever, but we now have proper documentation available at [https://help.notis.ai](/) — **but best of all, we’ve trained Notis on it;** so Notis can finally stop hallucinating about what it does and doesn’t do and be a proper help to users.

  In the coming weeks and months, I’ll invest significant effort to create guides that show you how I use Notis to automate my social media posting ([this one is already live](/guides/social-media)), my blog, newsletter, and so much more. My vision for this documentation is for it to become a playbook to teach everyone how to build and leverage your Notion Second Brain as a digital asset to create a substantial competitive advantage in your professional life. As the official “Human in Residence” of my company, I realize I’m in a unique position to show others how game-changing this approach to productivity is in an era of artificial intelligence.

  ### **🐞 Other small improvements**

  * Notis should be noticeably faster as we continue to improve our technical infrastructure.
  * Notis can now extract YouTube transcripts.
  * We’ve changed how Notis handles transcripts and audio recordings to make it more flexible in both Notion and emails. Notis can now use those in attachments like any other documents you share with Notis.
  * We’ve moved to the Perplexity Deep Research model from OpenAI, which is state-of-the-art right now.
  * Email threads are kept tidy, so you won’t get messages mixed together.
  * Editing a Notion page won’t interfere with your icons anymore.

  ### **🗞️ In Other News**

  * After [personally onboarding 163 users to Notis](https://x.com/mindtheflo/status/1943687047463710726), I’ve replaced our onboarding 1-on-1 sessions with daily office hours. Check the next time and feel free to join at any time. When no one shows up, I’m streaming live, exploring new use cases for Notis or creating tutorials for you. Here’s some of my favorite from this month: [Notis + Notion + Notionsocial = Social Media Autopilot](https://youtube.com/live/nutIigXmVhY), [How to Connect Notis to Thomas Frank's Ultimate Second Brain Template](https://youtube.com/live/q21uLOM4dcE), [Building Live A Facebook Ads Creative Assistant](https://youtube.com/live/w2y3GzoOz0E)
  * Between the lives and the weekly shorts we produce, our YouTube channel is becoming a great place to learn more about Notis. I hope the latest series coproduced with [@DemetriPanici](https://www.youtube.com/@DemetriPanici) will inspire you to do more with Notis. Here’s my favorite from this month: [Stop Losing 99% of Your Brilliant Ideas](https://youtube.com/shorts/vN1UVILgXDI?feature=share), [Notis turns any Notion Database into an AI Agent](https://youtube.com/shorts/oWp97seok84), [Why I Never Google Stuff Anymore](https://youtube.com/shorts/nV-Q63_YSSE?feature=share), [How I Repurpose Blogs into Social Posts with Notis](https://youtube.com/shorts/o48h6sROJVo)

  ### **📰 AI News**

  Here's everything cool we saw happening this month in AI:

  😱 Notion AI can now use Notion: Believe it or not Notion AI can finally query it’s own database; it only took their AI team 2.5 years since the initial release of Notion AI. I was so excited that I made a [video about it](https://youtu.be/7gLkzLST3d0). You know I like to tease Notion — especially when it comes on what[they work on](https://x.com/NotionHQ/status/1950996978516763131). But it seems my cocky is about to come to an hand as they just announce [a new release of Notion AI](https://x.com/NotionHQ/status/1953127672848236721) that I am truly excited about and kind of terrified too! I don’t have access yet to this new “Cursor mode” but you’ll see a video on [our channel](https://www.youtube.com/channel/UCvWvbDScYKXhxP_bc1fAhiw/) as soon as I do.

  🍓 \*\*OpenAI Prepares GPT-5 Launch for Early August: \*\*Multiple leaks and confirmations surfaced about GPT-5's imminent release, described as a "step change" with a new architecture, superior software engineering, agent-style planning, multi-step workflows, and reduced hallucinations. It's expected to outperform Claude Sonnet 4, with mini and nano versions via API. Sam Altman and insiders teased its internal use and scalability up to "GPT-8.” ([X](https://x.com/kimmonismus/status/1948418582053814626?referrer=grok-com))

  🆓 \*\*OpenAI's First Open-Source Model: \*\*OpenAI released is first open source model GPT-OSS that achieve similar performance than o4-mini and can be ran locally on a 16GB laptop. ([X](https://x.com/kimmonismus/status/1949573321021903115?referrer=grok-com))

  🥇 Geoffrey Hinton's Interview: Dubbed the "most important AI interview of 2025," [Hinton discussed mind-blowing facts about AI](https://www.youtube.com/watch?v=giT0ytynSqg), including career advice in an AI-dominated world. Key shocks: AI's potential to surpass human intelligence and reshape jobs. ([X](https://x.com/chamakin_ai/status/1947141156359520475?referrer=grok-com))

  **🥈 Google CEO Sundar Pichai's Interview**: Labeled another "most important" of 2025, [Pichai revealed AGI timelines](https://youtu.be/9V6tWC4CdFQ?feature=shared), the singularity's arrival, and terrifying implications like job vanishing. He emphasized AI's role in productivity and risks. ([X](https://x.com/BizHustlez/status/1948429280331051286?referrer=grok-com))

  That's it for this month. See you in next month!

  Flo

  PS: Do you like what we do? Join our [affiliate program](https://notis.ai/notion-copilot/affiliates) or [leave us a video testimonial](https://love.notis.ai/). Any burning question? Drop-in to my [daily office hours](https://office-hours.notis.ai/) or send me a [WhatsApp](https://wa.me/message/WIIR653XUP2GH1) or [Telegram](https://t.me/mindtheflo_bot).
</Update>

<Update label="06.25" description="July 4, 2025">
  ## June product updates

  <img alt="06.25 cover" />

  Hi there 👋

  It’s [**Flo**](https://x.com/mindtheflo) here with our monthly update.

  Did you miss last month's update? Well, me too! 🤣

  Jokes aside, I'll do my best to keep the pace of sending those every month no matter what, so stick with me; we have a lot to catch up since early May.

  <img alt="06.25 image 1" />

  ### **📸 New image model**

  I'm super excited about this one. Last month, Open AI finally released the image generation model they use in ChatGPT through the API and it's phenomenal —for me it's even the state-of-the-art. Not only it's able to generate images but it can also take images as input to offer powerful editing capabilities.

  *Here's a bunch of ideas you should try now:*

  * Send a quick picture of yourself and ask Notis to generate a YouTube thumbnail for your next video based on the script Notis wrote for you in Notion.
  * Ask Notis to research your next blog article, write it, and then generate the hero image in your preferred style for your blog.
  * Snap a picture of your interior and ask Notis to act as an interior designer and propose a few different designs. It helped me furnished my living room.
  * Pitch new ads for your PPC campaign and have Notis generate the creatives for you right from WhatsApp, Telegram, or your email.

  Don't forget to send me your favourite use cases and the images produced on [my WhatsApp](https://wa.me/message/WIIR653XUP2GH1) or [my Telegram](https://t.me/mindtheflo_bot).

  <img alt="06.25 image 2" />

  ### **📁 Notis now upload files to Notion**

  We brought a bunch of changes to how Notis handle your files. In particular:

  * Notion recently introduced support in their API for file uploads. So now, you can add file properties to your database, and Notis has the ability to upload any type of files there.
  * We also now vectorize all files attached inside those properties, so any content there can be retrieved whenever Notis is performing a file search in your workspace.

    <img alt="06.25 image 3" />

  ### **🚀 Turbo mode is now available on WhatsApp**

  We've fully transitioned to our new infrastructure, including WhatsApp. You should experience a response speed increase of between 2x and 5x from Notis. However, this is not intended to replace real-time LLMs optimized for speed, such as ChatGPT, Notion AI, Raycast AI, Claude, and others. Notis is designed for autonomy and intelligence. Remember that every message you send is processed by a triage engine and multiple specialized agents tasked with fulfilling your instructions. For more insights, read our blog post "[Notis vs Notion AI: Why a Butler Beats a Toaster for Your Productivity.](https://notis.ai/blog/notis-vs-notion-ai-why-a-butler-beats-a-toaster-for-your-productivity)"

  In the future, when WhatsApp and Telegram finally release a voice API, I plan to bring Notis as a real-time voice agent. In this modality, it will be optimized for speed and will follow up by text or emails when it needs more time to complete a task.

  ### **🐞 Other small improvements**

  * When editing an existing document Notis will now default to appending content (as opposed to replacing content) if he has not just created it. Otherwise, if Notis created the document, it will replace the content by default. You can always overridde this behaviour by prompting Notis for what you want or by adding instructions in the description of the database.
  * Fixed the handling of very long audio recording.
  * Added the support for sending or forwarding any types of audio to Notis without any limits in term of lenght (as long as it's accepted by Telegram or WhatsApp api).
  * All audio files used for a Notion documents are pieced together and now saved along the transcript.txt file at the end of the document.
  * We have rebuild the portal from the ground up to enable future cool features such as managing your reminders, scheduled tasks, etc.

  ### **🗞️ In Other News**

  * We've published [a bunch of youtube shorts](https://www.youtube.com/playlist?list=PLbpHqE-MQV2D4joqNNJqfvozLpCgaoN5Z) that rants on how bad Notion AI is. As we ramp up production of this format we plan to bring you short tutorials and inspire you new workflows.
  * Notis started [writing our blog posts fully autonomously](https://x.com/mindtheflo/status/1929478162259591610). That includes deep search a subject, write the post in a certain voice, generating a hero image and syncing the database with our Framer website.
  * We released a [Wall of Love](https://love.notis.ai/jHEcQvd) for our website and started collecting some awesome video testimonials from our power users. If you haven't participated yet, [there is a free month to win for every video testimonial.](https://love.notis.ai/)
  * We've reached a very important, while humbling milestone: [1'000\$ of monthly recurring revenues](https://x.com/mindtheflo/status/1933083483263705342). While it's not much, I'm proud this was achieved in about 6 months - next stops 10'000\$ MRR 🚀
  * I moved for the summer to my [Swiss mountains](https://maps.app.goo.gl/euLpk5DjghfW1oD99), chasing the constant 24 degrees Celsius all year long 😉

    <img alt="06.25 image 4" />

  ### **📰 AI News**

  Here's everything cool we saw happening this month in AI:

  💼 \*\*AI & White-Collar Jobs: \*\*Anthropic’s CEO warns AI could wipe out up to half of entry-level white-collar roles in 1–5 years, possibly spiking unemployment to 10–20% and says leaders need to stop “sugar-coating” the threat. ([Axios](https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic))

  🎥 \*\*Karpathy’s AI Keynote: \*\*Ex-Tesla AI chief Andrej Karpathy’s YC talk on AI and software is a must-watch—huge buzz, fast-tracked to YouTube. (X)

  🗣️ \*\*ElevenLabs 11.ai Assistant: \*\*ElevenLabs launched a voice-first AI assistant that can take actions in apps, now in free alpha—I tried it and I wasn't impressed, to say the least. (X)

  🎥 \*\*Google, VEO III: \*\*Google’s text-to-video tool stole the show at I/O. The new model called VEO III is capable of rendering shockingly realistic video with sound, voice, accent, music, etc. [This one stuck with me.](https://youtu.be/pZCnQCApp8o?si=cHFCyq9Ei_qvkvRd)

  **🤑 *****It's the final countdown*****:** Zuckerberg is personally negotiating a \$100 million signing bonus to attract OpenAI talent. This approach seems to indicate that Zuckerberg believes in a winner-takes-all scenario in the event of an intelligence explosion (X).

  \*\*👨‍💻 Windsurf acquisition by OpenAI: \*\*Windsurf, the coding agent IDE, has been acquired by OpenAI for approximately 3 billion \$. Meanwhile, Cursor, their competitor which I use to develop Notis, receives a \$900 million investment, bringing its valuation to 9 billion \$ (X).

  That's it for those two months. See you in next month!

  Flo

  PS: Do you like what we do? Join our [affiliate program](https://notis.ai/notion-copilot/affiliates) or [leave us a video testimonial](https://love.notis.ai/) and help us spread the word around.
</Update>

<Update label="04.25" description="May 8, 2025">
  ## April product updates

  <img alt="04.25 cover" />

  Hi there 👋

  It’s [**Flo**](https://x.com/mindtheflo) here with our monthly update of what we’ve been up to in April (ok, I'm a couple days late, I know 🤷). Here's what's new this month:

  <img alt="04.25 image 1" />

  ### **💌 New channel: emails**

  I'm super excited about this guys. Whether, we like it or not, emails are an integrant part of our workflows - for some more than others. I personally rely a lot on emails - I use [Superhuman](https://superhuman.com/) and follow a strict [zero inbox policy](https://blog.superhuman.com/inbox-zero-method/) pretty much daily.

  Recently I came to realize how powerful having access to Notis directly within my mailbox could be. Here's the use case that hit me hard and led us to launch this feature today. A few months back, we started hiring for a few different positions ([we still are!](https://notis.ai/careers)) and my inbox started getting flooded with candidates' applications. "*How cool would it be if I could outsource all this tedious work of sorting out candidates to Notis,*" I thought.

  Now I can and so do you. Here how you can use our new email channel by taking my recruitment example:

  Make sure Notis knows your correct email address. You can just ask.Create a new database called "AI engineer applications."Create as many fields as criteria you want to measure candidates against. For each field, add a description to ensure there is no ambiguity, e.g., "*True if the candidate has more than 5 years of experience coding in Python,*" "*True if the candidate is within the CET +5 timezone,*" etc.Create a view to only display the candidates that match your minimum criteria.Start forwarding applications you receive to **[hey@notis.ai](mailto:hey@notis.ai)** or set a forwarding rule.

  For every email you forward, Notis will understand that the email is an application and that you have a database to store those applicants. When trying to create a new entry, Notis will need to complete the fields based on the information selected. Congratulations! You've outsourced candidate filtering to AI.

  Of course, this is just an example, and as always with Notis, the possibilities are endless. Other cool stuff that the email channel supports:

  When you ask Notis on WhatsApp/Telegram to send you an email, you can now continue the conversation (with all the context) by replying to the email. This is super useful for following up on drafts.You don't need to forward emails for this to work. You can start a normal conversation with Notis by email to do everything you already do with Notis on other channels.Images and documents, whether attached or inline, are fully supported.

  As always, I can't wait to hear what you do with this so don't hesitate to shoot me a message ([Telegram](https://t.me/mindtheflo_bot), [Whatsapp](https://wa.me/message/WIIR653XUP2GH1)) with your favourite use-cases.

  <img alt="04.25 image 2" />

  ### **🚀 GPT 4.1 and GPT o4-mini**

  This month, OpenAI launched three new frontier models. We've upgraded all our users to the latest and most powerful models after testing them internally and being very impressed by the increase in intelligence. Here are the models we've selected for you:

  * \*\*GPT 4.1 is replacing GPT 4o \*\*as our go-to model for all your agents. It's the most intelligent non-reasoning model to date and also supports vision capabilities.
  * \*\*GPT o4-mini is replacing GPT o3-mini \*\*as our planning model. While it's not as intelligent as the new o3, it's also 10 times cheaper, three times faster, and significantly more intelligent in our tests than o3-mini.

  This is again a peek into the future of Notis - with or without everything we invest in making our product more useful and more reliable, foundational LLM models will keep getting better, and this will directly impact the level of intelligence demonstrated by Notis.

  <img alt="04.25 image 3" />

  ### **👾 Our new Discord community and public roadmap**

  Since we launched, I personally onboarded most of our paid users, and this will continue to be my priority until I feel we fully live up to the capabilities of Notis in terms of video tutorials, documentation, etc. (more on this really soon).

  But many of our users asked for a place to gather and exchange ideas, tips, workflows, etc. So this month, we're launching our [Discord server](https://discord.gg/uVMHDbYB8e). Looking forward to continue the conversation there.

  We're also giving you more visibility on our [current roadmap](https://notis.featurebase.app/roadmap) and let you [vote on the features](https://notis.featurebase.app/) you want to see us build next.

  **So there is no better time than now to get your voice heard and help us shape the product you want.**

  ### **🐞 Other small improvements**

  * You can now pause audio played in our Raycast extension.
  * Full transcripts are back in Notion documents and emails.
  * Improved reaction status for Telegram. You can now see exactly which messages are being processed and which have finished processing.

  ### **🗞️ In Other News**

  * I recorded an interview with [Molly Jones](https://x.com/NotionMolly) from [notionology.com](https://notionology.com/) where I share the story behind Notis, my vision and how creators/consulants will play a major role in it. [Watch it here!](https://www.youtube.com/watch?v=v_SGnJ95V3k)
  * I published a deep dive comparaison on our blog between [Notion AI and Notis](https://notis.ai/blog/notis-vs-notion-ai-why-a-butler-beats-a-toaster-for-your-productivity) and between [VoiceNotes.com and Notis](https://notis.ai/blog/from-voice-to-knowledge-a-deep-dive-comparison-of-notis-ai-vs-voicenotes-com)
  * I took a full week off to enjoy my [beautiful island](https://www.google.com/maps/place/Cala+Tarida/@38.9399749,1.2215121,15z/data=!3m1!4b1!4m6!3m5!1s0x12994ae00503d23b:0x204f9aff7ad3c774!8m2!3d38.9399592!4d1.2318333!16s%2Fm%2F0m0nh84?entry=ttu\&g_ep=EgoyMDI1MDQzMC4xIKXMDSoJLDEwMjExNDU1SAFQAw%3D%3D). Yay 🎊
  * Notion lawyers contacted us 😱 to demand that we update our logo, remove the illustrations we own but imitate the style of Notion, remove all Notion logos from the website, and finally ask us to redirect all links to templates to their template store instead of the creator's website. We'll comply with all their requests, even the ones that feel stupid and unfair, because we're just too worried about losing access to their API.
  * I created an other super cool animation for the website 👏

  ### **📰 AI News & Team Picks**

  Here's everything cool we saw happening this month in AI:

  🤯 \*\*How, exactly, could AI take over by 2027? \*\*Checkout this deeply researched scenario forecast written on intelligence explosion and it's potential consequences for humanity. (X)

  \*\*🧠 OpenAI Unveils o3, o4-mini and 4.1: \*\*OpenAI introduced its most advanced reasoning models to date—o3 and o4-mini and a new non-reasoning model, 4.1. These models enhance capabilities in coding, mathematics, and visual analysis. Notably, o3 can "think with images" and autonomously use tools, marking a significant leap forward in AI reasoning. ([X](https://twitter.com/OpenAI/status/1912560057100955661?utm_source=chatgpt.com))

  🐬 **Google Introduces DolphinGemma:** Google AI unveiled DolphinGemma, a foundational model trained to understand and generate dolphin-like vocalizations. This initiative aims to decode dolphin communication, bringing us closer to interspecies interaction. ([X](https://twitter.com/googleaidevs/status/1911766597213036729?utm_source=chatgpt.com))

  \*\*🦙 Meta Launches Llama 4 and AI Assistant App: \*\*At its inaugural LlamaCon, Meta announced the release of Llama 4 and a standalone AI assistant app. The app integrates with Facebook and Instagram, offering personalized AI experiences powered by Meta's latest large language model. ([X](https://twitter.com/MetaforDevs/status/1918021103076954155?utm_source=chatgpt.com))

  \*\*🎨 Stability AI Releases Stable Diffusion 3.5: \*\*Stability AI introduced Stable Diffusion 3.5, its most powerful text-to-image model yet. The open release includes multiple variants, offering enhanced image generation capabilities for creators and developers. ([X](https://twitter.com/StabilityAI/with_replies?utm_source=chatgpt.com))

  \*\*💰 Elon Musk's xAI Seeks \$20B Funding: \*\*Elon Musk's AI venture, xAI, is reportedly in talks to raise about \$20 billion in funding. The funding round would value the company at over \$120 billion, underscoring the growing investor interest in AI-driven enterprises. ([X](https://twitter.com/Investingcom/status/1915997260577378426?utm_source=chatgpt.com))

  That's it for this month. See you in June!

  Flo

  PS: Do you like what we do? Join our [affiliate program](https://notis.ai/notion-copilot/affiliates) and help us spread the word around. You might even make a few bucks in the process 😉
</Update>

<Update label="03.25" description="April 1, 2025">
  ## March product updates

  <img alt="03.25 cover" />

  Hi there 👋

  It’s [**Flo**](https://x.com/mindtheflo) here with our monthly update of what we’ve been up to in March.

  It’s been quite a rocky month for Notis as we brought a lot of deep infrastructure changes in production to help us scale Notis in the long run.

  Here is everything we released last month:

  <img alt="03.25 image 1" />

  **🔍 Notis Gets Smarter: our New Agentic Engine**

  Notis is a multi-agent AI. In plain English, Notis is actually a collection of highly specialized agents with high agency that collaborate to handle your tasks. For example, when you ask Notis to compile a research report on the best AI image generation model, here's what happens in the span of 1-3 minutes:

  * The *"triage agent"* decides which agents should work on the task and briefs them.
  * The "context agent" searches for existing sources within your Notion workspace and performs a perplexity web search in parallel.
  * The *"upsert agent"* will create a document and save it in the correct place in your Notion workspace.
  * The *"response agent"* compiles all the answers into a single message or a single voice message.

  This new architecture (and everything we built to support it) will allow us to constantly improve and add capabilities to Notis without making Notis less reliable in the process.

  Bringing this live meant that we basically rewrote Notis' 20,000 lines code base in March. So a huge thank you to everyone who contributed to help us ironing this out. We truly have the best users!

  <img alt="03.25 image 2" />

  ### **🚀 Turbo Mode for Telegram**

  We strapped a rocket to our Telegram bot and it's flying. More seriously, we're testing some radical infrastructure changes on Telegram that double the speed at which Notis can answer your queries. We're confident we can eventually bring this to WhatsApp as well. For now, we're committed to bringing all Beta features first to Telegram; so jump to our [Telegram bot](https://t.me/notis_assistant_bot) if you want to test out new features first.

  <img alt="03.25 image 3" />

  ### ** Notis on Mac: our New Raycast Extension**

  I originally created Notis to assist me when I was out and about with transcribing my thoughts and keeping track of my tasks. But as she became more autonomous, I found myself delegating more tasks from Telegram on my computer. But this felt like too many clicks to get the job done.

  [Raycast](https://raycast.com/) has been my favorite Mac app for years. It's quite like having superpowers compared to people who are not using it. So earlier this month, I [hijacked their hackathon](https://x.com/mindtheflo/status/1897922776943775788) to develop my own Notis extension.

  The result is a sick way to delegate anything to Notis - one that is always a keyboard shortcut away from whatever you're doing. Equipped with voice response, Notis gets back to you very naturally whenever the job is done. [Watch a quick demo here](https://x.com/mindtheflo/status/1902657448814735366) and [download here.](https://www.raycast.com/mindtheflo/notis)

  ### **🐞 Other small improvements**

  * You can now assign people to tasks with Notis.
  * We're now indexing your Notion pages - not just databases entries.
  * Notis has stopped changing the icon when updating a document.
  * You can now ask Notis to remember your timezone.
  * If Notis misspells some words repeatedly, you can ask her to add them to your dictionary.

  ### **🗞️ In Other News**

  * This french Notis user made[a killer review of Notis](https://x.com/Pleymove/status/1903740236024221816)
  * We have a new [status page](https://notis.betteruptime.com/) and [changelog](https://notis.ai/changelog) page. Yay 🎊
  * I spent way too much time create this animation for the website 😅. Can you guess what's coming next?

    <img alt="03.25 image 4" />

  ### **📰 AI News & Team Picks**

  Here's everything cool we saw happening this month in AI:

  \*\*🤖 Google Gemini 2.5 Pro Goes Live: \*\*Google's Gemini 2.5 Pro landed, their smartest AI model yet. Even agains OpenAI own benchmark,[it's a leap forward](https://x.com/Google/status/1904581629017735261).

  🚀 **DeepSeek Steps Up Its Game:** The same day, DeepSeek [dropped](https://x.com/deepseek_ai/status/1904526863604883661) a significant upgrade to its DeepSeek-VL model, improving multi-modal reasoning big time.

  🎨 **OpenAI’s New Image Generation Goes Viral:** OpenAI launched a much needed update to their image generation model. The world went [crazy](https://x.com/sama/status/1905296867145154688) for its ability to mimic Studio Ghibli’s iconic style on people's own family photos.

  📈 **Anthropic's Economic Insights:** Anthropic released fresh insights from Claude 3.7 Sonnet, [highlighting cool trends](https://x.com/AnthropicAI/status/1905381798676197819) about how industries are actually using AI. Great read for AI economy enthusiasts.

  ⚡️ **Cursor’s MAX Mode for Claude 3.7 Sonnet:** Cursor introduced MAX mode—maxed-out thinking, tool use, and context management (200k tokens!). It’s proving seriously good at helping me code Notis 🤯

  That's it for this month. See you in May!

  Flo

  PS: Do you like what we do? Join our [affiliate program](https://notis.ai/notion-copilot/affiliates) and help us spread the word around. You might even make a few bucks in the process 😉
</Update>

<Update label="02.25" description="March 1, 2025">
  ## February product updates

  <img alt="02.25 cover" />

  Hi there 👋

  It’s [**Flo**](https://x.com/mindtheflo) here with our first monthly update of what we’ve been up to in February. It’s been a busy month to say the least! Make sure to check out our AI news and team picks at the bottom of the email.

  <img alt="02.25 image 1" />

  ### 🤦 Whatsapp + Telegram

  Last weekend WhatsApp cut our access to their API - both to Notis and our support account. As always with big tech, there was no appeal and no one to reach. After a long weekend we brought Notis back online on Telegram.

  Today we bring Notis back to WhatsApp on a new number 🤫.

  Which platform would you want to see next?

  <img alt="02.25 image 2" />

  ### 🔔 Notifications

  You can now set recurring notifications (both to WhatsApp and Telegram). Even things like: "Remind me to stand up and dance for exactly 2 minutes every weekday at random intervals between 9 AM and 6 PM to break my routine.

  <img alt="02.25 image 3" />

  ### 🧠 Notis Tasks

  Even more interestingly you can ask Notis to perform tasks for you at regular interval (like chatGPT tasks but on steroids). This is by far the most powerful feature we have shipped to Notis so here's a few example to give you an idea:

  * *Send me a summary of all my tasks I completed during the week every Friday at 5 PM.*
  * *Send me a quote from my book database every morning at 9 PM.*
  * *Send me a daily gratitude exercice based on my last journal entries every day at 10.30 PM.*
  * *Save a new entry in my competitor research database every Monday at 9 AM with the updated price list of all my competitors. Use the last entry as a template.*

  I strongly encourage you to combine this with our next most powerful feature: the ability to give instructions to Notis directly in the description of your Notion database and fields.

  I can't wait to hear what you'll build with this! Make sure to drop me a message.

  <img alt="02.25 image 4" />

  ### 🌐 Perplexity Deep Search

  Just last week Perplexity announced deep search and we're bringing it to Notis. Just ask something along the line of "*can you do a deep search on all platforms that support Telegram and Whatsapp for customer support and create a new document in my Notes*" and Notis will go browse the web. Combined with your Notion knowledge and I believe it's a killer feature even though I still believe that OpenAI own implementation is unbeatable; hopefully they bring it to the API soon!

  <img alt="02.25 image 5" />

  ### 📄 Documents

  You were many to request it, and we made it - you can now chat with any documents you upload directly in WhatsApp or Telegram. Just send or forward your document to Notis, and it will temporarily replace your Notion workspace as your main knowledge base until Notis detects you've moved to a new topic. Ever want to get back to it? Just reply to the document, and we will bring back its context (this now works with any message you sent too).

  <img alt="02.25 image 6" />

  **🐞 Fixes & improvements**

  * Citing a message you sent will bring back the context discussed.
  * We’ve limited the number of synced databases to 20 to keep Notis as relevant as possible. Let us know if you need more!
  * You can now saved your preferred language. Just ask Notis to remember it.
  * Notis will let you know if one message you sent was rejected by the WhatsApp API

  ### **🗞️ In Other News**

  * I posted a video on [connecting Notis to my Rayban Meta](https://youtu.be/p_9ub3-__Vg) (kind of regret the kind words after they cut our API access during the weekend now\...) 😂
  * [Ibr](https://x.com/whoibrar) join the team\*\*. \*\*We're now two! As a Notion ambassador he knows the platform in and out and will start by helping me scale our affiliate network within the Notion community. 🎉
  * We got [featured in TAAFT](https://x.com/mindtheflo/status/1891774723253784810) as the number one tool of January. So in a sense Notis is miss january... We also sponsored an issue of [@superhuman\_ai](https://x.com/mindtheflo/status/1894490118406508997) with mixed results (still my favourite AI newsletter though). 🥇
  * I posted this short video on the [three levels of AI maturity](https://x.com/mindtheflo/status/1892891771820233086) when it comes to Notis. 📹

  ### **📰 AI News & team picks**

  Here's everything cool we saw happening this month:

  🎤 [wisprflow.ai](https://wisprflow.ai/) gives you a shortcut to transform any speech to text on your computer. I tried many such apps, that's the best implementation because it's fast, adjust to my context, is not overly complicated and hopefully I can convince them to let me build a Notis extension.

  📝 Notion release two great features: (1) Notion AI can now [create databases for you](https://x.com/mindtheflo/status/1890296920750555590) and (2) you can add database views inside database entries ([this guy explains it better than me](https://x.com/mindtheflo/status/1895579851706548481))

  ⌨️ Raycast, my favourite Mac app, dropped [AI extensions](https://x.com/mindtheflo/status/1894743144131957220) - a way to give Raycast extensions as AI tools. I think it has amazing potential even though it hasn't found it's place in my own workflow yet.

  🤝 [Granola](https://x.com/mindtheflo/status/1890005894643245460), my favorite online meeting recorder, has released its Notion integration. You can now save all your meeting notes in Notion with a click, making them neatly available for Notis and Notion AI.

  In about a month, we received three new frontier models (o3-mini, Claude 3.7, and GPT-4.5)! However, the real breakthroughs are occurring at the software engineering level, where agents like Notis are becoming smarter even with the existing models. For example, Cursor amazes me every day.

  That's it for this month 😅

  See you next month!

  Flo
</Update>


# Channels Compared
Source: https://help.notis.ai/channels/channels-compared

Discover the difference and similarities of each channels supported by Notis.

This article provides a comprehensive overview of the different channels available for interacting with Notis and their respective capabilities. Each channel offers unique features and limitations that may make it more suitable for specific use cases.

## Channel Overview

| **Feature**                 |                                                                                   | **Desktop / Web app** | **Telegram**    | **iMessage**     | **WhatsApp**    | **Slack**         | **Email**           |
| --------------------------- | --------------------------------------------------------------------------------- | --------------------- | --------------- | ---------------- | --------------- | ----------------- | ------------------- |
| Signup to Notis             | Channels capable of onboarding you.                                               | ✅                     | ✅               | ✅                | ✅               | ❌                 | ❌                   |
| Character Limit             | Limits for text messages.                                                         | Virtually unlimited   | 4096 characters | 10000 characters | 2600 characters | 40’000 characters | Virtually unlimited |
| Reaction Support            | [Emoji reaction ](/channels/telegram#reactions)to let you know what's going on.   | ✅                     | ✅               | ✅                | ❌               | ✅                 | ❌                   |
| Message Reactions           | Notis captures your emoji reactions as replies.                                   | ❌                     | ✅               | ✅                | ✅               | ✅                 | ❌                   |
| Inline Reply                | Being able to reply to a specific message to recall its context.                  | ✅                     | ✅               | ✅                | ✅               | ✅                 | ✅                   |
| Inline image rendering      | Image URLs can render inside the message body instead of as separate attachments. | ✅                     | ❌               | ❌                | ❌               | ❌                 | ✅                   |
| Inline link rendering       | Named links can render inline in the message body.                                | ✅                     | ❌               | ❌                | ❌               | ✅                 | ✅                   |
| Table rendering             | Markdown tables can render as tables in the message body.                         | ✅                     | ❌               | ❌                | ❌               | ❌                 | ❌                   |
| Max attachment size         | For documents (incl. audio attachments)                                           | 100 mb                | 20 mb           | 100 mb           | 16 mb           | 1 gb              | 25 mb               |
| Voice messages max duration |                                                                                   | No limit              | No limit        | No limit         | 30 minutes      | N/A               | N/A                 |
| Advanced voice mode         | Call Notis for real-time capabilities.                                            | ✅                     | ❌               | ❌                | ✅               | ❌                 | ❌                   |
| Desktop overlay             | Floating chat card summoned over any app with a global hotkey.                    | ✅                     | ❌               | ❌                | ❌               | ❌                 | ❌                   |
| Context window              | Max conversation tokens kept in context before older messages are pruned.         | 200k tokens           | 60k tokens      | 60k tokens       | 60k tokens      | 200k tokens       | 200k tokens         |

<Warning>
  When your attachment exceeds the supported size, it is ignored by the WhatsApp API and the Telegram API completely, and we don’t have any way to be notified of this. This is an unfortunate limitation at the moment.
</Warning>

## Supported File Formats by Purpose

| **Purpose**                           | **File Extensions**                                                                                                            | **Description**                                                                                                  |
| ------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------- |
| [Vision](/tools/images)               | .jpg, .jpeg, .png, .gif, .webp                                                                                                 | Image files for visual analysis by AI models. This allows Notis to understand the content of the image you send. |
| [File search](/tools/documents)       | .c, .cpp, .cs, .css, .doc, .docx, .go, .html, .java, .js, .json, .md, .pdf, .php, .pptx, .py, .rb, .sh, .tex, .ts, .txt, .xlsx | Notis can search those documents using RAG to extract the context of your documents.                             |
| [Transcription](/tools/transcription) | .mp3, .wav, .ogg, .opus, .m4a, .aac, .flac, .webm (audio), .mp4, .mov, .mkv, .avi, .mpeg                                       | Audio and video files for speech-to-text conversion.                                                             |
| Notion storage                        | .csv, .xlsx, .xml, .tar, .zip, .pkl                                                                                            | Notion supports all the previous file extensions, plus those extras.                                             |

## Default intelligence & priority

<div>
  <span>PRO+</span>
  <span>Custom channel defaults are included with Pro+ and Ultra</span>
</div>

<Note>
  **Beta.** Per-channel defaults for intelligence and priority are rolling out as a beta feature.
</Note>

Each channel can run at its own level of **intelligence** and **priority**, so the place you use Notis can have the right setup. Set these from the [Channels](https://app.notis.ai/channels) page — open a channel's **Default intelligence & priority** (the sliders icon) and pick its defaults.

> Pick this channel's default intelligence level, or leave it on Auto to let Notis choose per turn. Priority defaults to Standard. Automations always run on Economy.

Defaults can be set per channel for the Desktop and Web app, Telegram, iMessage, WhatsApp, Slack, and Email.

**Intelligence** is how capable a model Notis uses: leave a channel on **Auto** (recommended) to let Notis pick the right model per turn, or pin **Low**, **Medium**, or **High**. **Priority** is how quickly Notis is served, independent of intelligence: **Standard** (default), **Fast**, or **Economy**.

For what each intelligence level and priority tier means — including the models, Auto mode, and rates behind them — see [Usage & model rates](/account-and-settings/billing/usage-and-rates#auto-mode).

<Note>
  Priority applies to interactive messages only — **automations always run on Economy**.
</Note>

In the [Desktop and Web app](/channels/manager#intelligence-and-priority) you can also override the intelligence and priority for a single conversation, on top of the channel default.

## Switching between messaging channels

You can freely switch between any channels you have linked to your Notis account. Each channel keeps its own conversation threads, and the [Desktop and Web app](/channels/manager) inbox unifies them all in one place.

### One account, multiple channel identities

Notis no longer treats your phone number as the single authentication. Each linked identity — a phone number on WhatsApp, the same or a different number on Messages, a Telegram handle, a Slack workspace, an email address — is stored as its own **channel account** under your Notis user. You can link several accounts on the same channel (for example, a personal and a work email, or two phone numbers on Messages) and pick which one to use when sending reminders or running automations.

### How verification works

Every channel goes through the same verification model before it can send or receive messages on your behalf:

* **Telegram, WhatsApp, and Messages** — the portal mints a short **verification code** tied to your account. Opening the personalized deeplink or QR from the [Channels](https://app.notis.ai/channels) page sends that code as the first message, which links the inbound sender (phone number, Telegram handle, or Apple ID) to your Notis account.
* **Messages is its own namespace** — a phone number or Apple ID verified on WhatsApp or as an email alias does **not** automatically work on Messages. Each Messages sender (phone or email) must be verified specifically for Messages.
* **Email aliases** — additional sender addresses are added from the portal (or by asking Notis) and verified before Notis will accept mail from them. See [Email Aliases](/channels/email#email-aliases).
* **Slack** — connected through OAuth from the portal. Reinstalling the same workspace is idempotent and reuses the existing Slack channel account.
* **Desktop and Web app** — portal-native, authenticated with your Notis login, so no separate channel-account verification is required.

### Managing channel accounts

Open the [Channels](https://app.notis.ai/channels) page to add a new channel, link an additional account to a channel you already use, or disconnect one you no longer need. When more than one account is linked on the same channel, reminder and automation editors will ask you to pick which one should deliver — or auto-pick when only one is connected.


# Email
Source: https://help.notis.ai/channels/email

Discover how to use your email client to interact with Notis.

<iframe title="Email" />

Notis integrates with your email, allowing you to interact with your Notion workspace directly through your inbox. With email integration, you can capture information, query your Notion databases, and manage your content all without switching applications.

## Getting Started

To use Notis email integration, simply send an email to `hey@notis.ai` from your registered email address. Notis will process your email and respond accordingly.

<Tip>
  By default, you can use the email address you registered with during Notis onboarding. You can also add additional email aliases — see the **Email Aliases** section below.
</Tip>

## How Email Context Works

Email integration handles context differently than WhatsApp and Telegram conversations:

* Context is managed at an email thread level - every email in the same thread shares the same context window

* This means all messages within a single thread build upon each other, creating a continuous conversation

* Starting a new email thread creates a fresh context

Email now keeps a larger thread context by default, so long back-and-forth conversations, forwarded drafts, and async follow-ups retain more of the history Notis needs.

<Tip>
  When you ask Notis to send you a draft email, that email you receive is attached to the context of the original conversation that happened before requesting the draft. This feature allows you to branch out a conversation and continue it asynchronously through emails.
</Tip>

## Attachments Support

Notis can process various types of attachments sent via email:

* Documents and files are mounted for [file search](https://www.notion.so/23f6f212c58c8099b045e4fa7b4c5421) when compatible (See [Compatible Files ](/channels/channels-compared)for more information)

* Images are fully supported and processed by Notis vision models

## Rendering Support

Email replies are converted from markdown to HTML, so named links and inline image markdown can render inside the message body depending on the email client. Markdown tables are not currently treated as supported rendering; Notis should send concise text or attach a file for tabular output.

## Use Cases

* Email to Database Entry

  Forward application emails, receipts, or important messages to Notis to automatically create database entries with all relevant information extracted.

* Email Drafting Assistant

  Ask Notis to help draft important emails, providing context and requirements. Review, edit, and send the final version from your email client.

* Document Processing

  Send documents as email attachments to have Notis analyze them, extract key information, and store it in your Notion workspace.

## Email Aliases

Email aliases let you communicate with Notis from multiple email addresses. Each user has one **main email** (required) and can add **alias emails** (optional). Any registered email can send messages to [hey@notis.ai](mailto:hey@notis.ai) and receive replies.

### Use Cases

* Use your work email during business hours and personal email otherwise

* Send from a secondary Gmail/Outlook account

* Keep different contexts separate while using the same Notis account

### How It Works

1. Your account has a **main email** (the one you signed up with)

2. You can add **alias emails** — additional addresses Notis will accept

3. When you email [hey@notis.ai](mailto:hey@notis.ai) from an alias, Notis replies to that same alias address

4. Emails from unregistered addresses are rejected to keep your account secure

### Adding Aliases

You can add aliases in two ways:

* **Portal**: Go to Settings → Email Aliases, enter the email, and click Add

* **Chat with Notis**: Just ask *"Add my work email *[*work@company.com*](mailto:work@company.com)* as an alias"*

### Managing Aliases

* View all your registered emails (main + aliases) in a single list in the Portal under Settings → Email Aliases

* Delete aliases you no longer need via the Portal or by asking Notis to remove them

* Update your main email address if you need to change your primary communication channel

### Automatic Aliases

When you connect a Gmail or Outlook account via integrations, Notis automatically adds that email as an alias — so you can immediately start emailing from that connected account.

### Limitations

* You must have a main email set before adding aliases

* Each email can only belong to one Notis account (no duplicates across users)

* Aliases cannot match another user's main email

## Troubleshooting

If you're not receiving responses from Notis:

* Verify you're sending emails from your main email or an added alias

* Check your spam folder and ensure your email service isn't blocking messages from `hey@notis.ai`

If you're still experiencing issues, please reach out to our live support for assistance.


# iMessage
Source: https://help.notis.ai/channels/imessage

Discover how to get started with Notis on iMessage and the particularities of the platform.

## Connect iMessage

Notis integrates seamlessly with iMessage, allowing you to interact with your Notion workspace through Apple's native messaging platform. This integration enables you to access, create, and manage your Notion content directly from iMessage on your iPhone, iPad, or Mac.

**How to Connect**

* Head over to [notis.ai](http://notis.ai) and click on "Start for free".

* Select "iMessage", enter your phone number and click "Signup"

* Either scan the QR code or click the button "Continue now on iMessage" to open the iMessage conversation with Notis

* Follow the instructions in our [quickstart guide](/get-started/quickstart).

<Tip>
  You don't need to create an account with Notis. Your Notis account is attached to the phone number that has been verified by iMessage so you don't need to remember one more password.
</Tip>

<img alt="CleanShot 2025-11-10 at 20.54.47@2x.png" />

## Phone Number Requirement

Notis requires you to use your **phone number** (not your email address) to start conversations in iMessage. By default, iMessage may be set to start new conversations from your Apple ID email address.

When adding your phone number in Channels, include the country code at the beginning—for example, `+1` in the US and Canada.

If you're using an email address for iMessage conversations, you'll need to switch to your phone number to use Notis:

1. Open **Settings > Apps**, then tap **Messages**

2. Tap **Send & Receive**

3. In the "Start New Conversations From" options, tap your **phone number**

<Warning>
  If you have an existing conversation with Notis that was started with your email address, you'll need to start a new conversation after switching to your phone number.
</Warning>

For detailed instructions, visit Apple's support guide: [If your iPhone sends text messages from your email address](https://support.apple.com/101744)

## Email Aliases

If you send messages to Notis via iMessage using an email address (rather than your phone number), Notis needs to recognize the sender. By default, Notis validates incoming messages against your primary registered email. However, you may send from an **alias** such as:

* Plus-addressed emails (e.g., [`you+ios@domain.com`](mailto:you+ios@domain.com))

* iCloud "Send From" aliases

* iCloud Hide My Email addresses

* Custom domain aliases (e.g., [`family@yourdomain.com`](mailto:family@yourdomain.com))

Notis supports **verified email aliases** so your messages are always recognized.

### Adding an Email Alias

1. Go to your Notis account settings

2. Navigate to the user settings

3. Add your alias email address

## Message Effects and Reactions

iMessage supports rich reactions and message effects, allowing Notis to provide clear status updates on your requests. We currently use emoji reactions to communicate:

|       |                                                                                                  |
| ----- | ------------------------------------------------------------------------------------------------ |
| Emoji | Description                                                                                      |
| 👍    | Notis has replied to this message.                                                               |
| 👎    | Notis encountered an error while working on this task. You're welcome to ask Notis to try again. |

## Limitations

While iMessage integration offers powerful functionality, there are some limitations to be aware of:

### Character Limits

iMessage has generous character limits for text messages, supporting up to 10,000 characters per message.

<Tip>
  Simply ask Notis for brief responses if you want to ensure receiving all information as text rather than having it split or converted.
</Tip>

### Formatting Restrictions

Notis sends iMessage replies as plain text. Links are shown as visible text plus the URL, images and files are sent as attachments, and tables are simplified into concise text or shared as a file.

### Other Limitations

* Locations, contacts, and polls are not supported.

* Group discussions are not supported.

* iMessage is only available on Apple devices (iPhone, iPad, Mac).


# Desktop and Web App
Source: https://help.notis.ai/channels/manager

The portal-native channel — a unified inbox where every conversation across every channel lands, available on the web, the desktop app, and the always-on desktop overlay.

The Desktop and Web App is the home of Notis on the web and on your desktop. Unlike Telegram, WhatsApp, iMessage, Slack, or Email — which route Notis through someone else's app — the Desktop and Web App is **Notis-native**: a unified inbox, a chat surface, and a control plane all in one, available at [app.notis.ai/manage](https://app.notis.ai/manage).

Every thread Notis has with you — no matter which channel started it — surfaces here. You can read it, jump in to course-correct, or take it over from the keyboard.

<img alt="Inbox overview" />

## Where to use it

The Desktop and Web App is one channel with three surfaces. They share the same threads, the same authentication, and the same agent context — pick whichever fits the moment.

<CardGroup>
  <Card title="Web portal" icon="globe" href="https://app.notis.ai/manage">
    Open Notis in any browser at app.notis.ai/manage. Best for review, multi-select cleanup, and working with attachments.
  </Card>

  <Card title="Desktop app" icon="desktop">
    Native macOS, Windows, and Linux build. Same UI, plus the desktop overlay and the contextual pill that surfaces what's on screen into the chat. Auto-updates from the beta or stable channel.
  </Card>

  <Card title="Desktop overlay" icon="bolt">
    A floating chat card you summon over any other app with a global hotkey. Pointer events pass through everywhere except the card itself.
  </Card>
</CardGroup>

### Desktop app

The desktop app wraps the same portal you'd use in the browser, plus a few capabilities that only make sense locally:

* **Desktop overlay** — a floating Notis chat over any application without leaving what you're doing.
* **Contextual pill** — every page you open in the app injects a contextual pill into the chat composer with the current app, view, database, document, automation, or skill. Notis stays aware of what you're working on without you having to mention it.

Download the build that matches your OS from the portal under **Settings → Desktop App**.

### Desktop overlay

The overlay is a full-screen transparent window with a single floating card in the middle. The card is the only interactive part — every pixel around it remains click-through, so the app behind it stays usable.

Default global hotkeys (configurable in **Settings → Shortcuts**):

| Action                            | macOS                    | Windows / Linux              |
| --------------------------------- | ------------------------ | ---------------------------- |
| Open in chat mode                 | `Option + Space`         | `Ctrl + Alt + Space`         |
| Open in voice mode                | `Option + Shift + Space` | `Ctrl + Alt + Shift + Space` |
| Switch between modes (while open) | `Shift + Tab`            | `Shift + Tab`                |
| Dismiss                           | `Esc`                    | `Esc`                        |

<img alt="Desktop overlay in chat mode" />

<Tip>
  Dismissing the overlay during an active voice session **hides the card but keeps the call alive** — bring it back with the hotkey to keep talking. Closing it explicitly stops the session and resets to chat mode for the next open.
</Tip>

## Modes

Both the inline portal chat and the desktop overlay support two modes. You can swap between them at any time without losing context.

<CardGroup>
  <Card title="Chat mode" icon="message">
    Text-first input with attachments (images, PDFs, audio), `@`-mentions to attach context, `/`-commands to give instructions, and quick voice notes. The default mode in the portal and overlay.
  </Card>

  <Card title="Voice mode" icon="microphone">
    Real-time voice session powered by ElevenLabs. Talk to Notis hands-free; Notis speaks back. Ideal for cooking, driving, walking, and capturing brain dumps. See [Voice Mode](/tools/voice-mode) for the full reference.
  </Card>
</CardGroup>

## Intelligence and priority

<div>
  <span>PRO+</span>
  <span>Conversation overrides are included with Pro+ and Ultra</span>
</div>

<Note>
  **Beta.** The per-conversation intelligence and priority pickers are rolling out as a beta feature.
</Note>

The chat composer carries two small pickers next to the input — **Intelligence** and **Priority**. They let you override how Notis runs for the conversation you're in, on top of the channel's [default intelligence & priority](/channels/channels-compared#default-intelligence-%26-priority).

### Intelligence

Pick how capable a model Notis uses:

* **Auto** (recommended) — Notis picks the intelligence level per turn.
* **Low**, **Medium**, **High** — pin a fixed level. See the [levels and rates](/account-and-settings/billing/usage-and-rates#intelligence-levels).

The current level shows as an **intelligence meter** — an ascending equalizer beside the input. **Low** lights one bar, **Medium** three, **High** all five; **Auto** shows a sparkle instead of bars.

### Priority

Pick how quickly Notis is served, independent of intelligence: **Standard** (default), **Fast**, or **Economy**. See [processing tiers](/account-and-settings/billing/usage-and-rates#processing-tiers-priority) for what each tier does.

### How overrides combine

A pick here is a **per-conversation override** that layers on top of the channel default:

* Leave a picker untouched and the conversation inherits the channel default — which can itself be **Auto**.
* Set it, and just this conversation uses your choice. Other threads and channels are unaffected.

To change the baseline for every new conversation on a channel, set its [channel default](/channels/channels-compared#default-intelligence-%26-priority) instead.

### Keyboard

| Action                     | Shortcut |
| -------------------------- | -------- |
| Open the Intelligence menu | `⌥ P`    |
| Open the Priority menu     | `⌥ S`    |
| Pick a row in an open menu | `1`–`9`  |

## Rendering support

The Desktop and Web App renders Notis-native markdown in the conversation body, including named links, inline images, and markdown tables. Uploaded or generated files can still appear as separate attachments when Notis sends them through the thread media carousel.

## Inboxes

The left rail has four built-in views. Each view runs the same channel and source filters across the same underlying threads.

| View                 | What it shows                                                       | When to use                                                                                                                    |
| -------------------- | ------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------ |
| **Inbox**            | Active threads — anything not archived. The default landing view.   | Day-to-day triage.                                                                                                             |
| **Starred**          | Threads you've pinned with the star action.                         | Conversations you want to keep visible without filing them away.                                                               |
| **Done**             | Archived threads. Nothing is deleted; archive is just out of sight. | Cleanup. Archived threads return to Inbox if a new message arrives.                                                            |
| **Automation views** | One view per automation, listing every run that originated from it. | Auditing scheduled, webhook-triggered, or integration-triggered runs. Open from **Manage → Automations → \[automation name]**. |

<img alt="Inbox with automation review" />

## Filters

Every view supports the same filter primitives. They stack — set them all at once to narrow down to exactly the conversation you're looking for.

### Channel tabs

Channel tabs sit across the top of the inbox and let you scope the list to a single channel: **All channels**, **Desktop and Web app**, **Telegram**, **WhatsApp**, **iMessage**, **Slack**, or **Email**. Useful when you want to see only the conversations that started in a particular place.

### Source filter

The **source** dropdown in the top bar narrows further within the selected channel. Sources include things like a specific automation, a specific Slack workspace, or a specific email address. Set to **All** by default.

### Search

The top-bar search box runs a full-text search across thread titles and recent message content. It updates as you type and respects the active channel and source filters.

## Keyboard shortcuts

The portal is built to be driven from the keyboard, the same way you'd work an email client. Press `?` from anywhere to see the full list.

| Action                             | Shortcut                  |
| ---------------------------------- | ------------------------- |
| Next thread                        | `J`                       |
| Previous thread                    | `K`                       |
| Open thread                        | `Enter`                   |
| Close thread / clear selection     | `Esc`                     |
| Star / unstar                      | `S`                       |
| Archive (mark Done)                | `E`                       |
| Unarchive                          | `Shift + E`               |
| Toggle read / unread               | `U`                       |
| Trash                              | `#`                       |
| Undo last action                   | `Z`                       |
| Toggle multi-select on current row | `X`                       |
| Extend multi-selection             | `Shift + ↑` / `Shift + ↓` |
| Select all                         | `Cmd / Ctrl + A`          |
| Focus search                       | `/`                       |
| New conversation                   | `C`                       |
| New voice conversation             | `Shift + C`               |
| Switch chat ↔ voice (in panel)     | `Shift + Tab`             |
| Toggle sidebar                     | `Cmd / Ctrl + S`          |
| Go to Inbox                        | `G` then `I`              |
| Go to Starred                      | `G` then `S`              |
| Go to Done                         | `G` then `D`              |
| Show all shortcuts                 | `?`                       |

## Tool catalog and command search

The portal search bar can surface more than threads. Use it to browse the tools available to Notis, grouped by category and source:

* Built-in Notis tools
* Connected integration tools
* Custom MCP tools
* Installed skills
* Apps, views, databases, documents, and automations

Use `@` to attach an item as **context** (an app, view, database, document, page) and `/` to give Notis an **instruction** (a skill, automation, or built-in command). The two are not interchangeable: `@docs/spec` adds the doc to the conversation; `/summarize` tells Notis what to do with it.

## Working a thread

Once you open a thread, every action you'd want lives in the chat panel:

* **Reply from the portal** — type or use voice. If the thread originated on Telegram, WhatsApp, iMessage, Slack, or Email, your reply routes back through the original channel automatically — the other person never sees it as portal-originated.
* **Star** — pin the thread to the Starred view.
* **Archive** — mark the thread Done. It returns to the Inbox if a new message arrives.
* **Multi-select** — `shift`-click or drag-select rows in the inbox, then bulk-archive or bulk-star from the action bar.
* **Agent timeline** — every Notis interaction expands to show the tool calls Notis made, the files it touched, and the response — useful for debugging and auditing.
* **`@` for context, `/` for instructions** — `@` pulls an app, view, database, or document into the conversation as context. `/` invokes a skill, automation, or built-in command as an instruction. Mix them freely: `@db/leads /summarize`.

## Pairs with

* **[Channels compared](/channels/channels-compared)** — see how the Desktop and Web App differs from Telegram, WhatsApp, iMessage, Slack, and Email.
* **[Voice Mode](/tools/voice-mode)** — full reference for the real-time voice channel used inside the portal and overlay.
* **[Automations](/get-started/create-an-automation)** — every scheduled and webhook run lands in its automation view.


# Slack
Source: https://help.notis.ai/channels/slack

Discover how to connect Notis to a Slack channel and interact with your assistant directly from Slack.

## Connect Slack

Notis integrates with Slack, allowing you to interact with your Notion workspace directly from a Slack channel. This integration enables your team to access, create, and manage Notion content without leaving Slack.

**How to Connect**

* Head over to your Notis portal and navigate to **Channels**

* Click on **Connect Slack**

* Authorise Notis to access your Slack workspace

* Start a new conversation with Notis

<img alt="image.png" />

## Interact with Notis on Slack

### Slack Channel & Groups

* Use @notis in a channel to ask a question to Notis. The context of the conversation is passed to Notis.

* @notis need to be used on each message to Notis.

* @notis uses the Notis user’s account to preserve your privacy.

Slack threads use an expanded context window by default, so Notis can consider more of the surrounding thread history before replying.

### Direct Messages

* Send message to Notis as any of your Slack contacts.

* Notis maintains a separate thread for each message, allowing you to multitask on multiple projects while staying organized.

* You can forward messages to Notis from any group or Slack channel.

## Other features

### Rendering and attachments

Slack replies support named links in the message body. Images and files are uploaded as Slack files rather than rendered from markdown image syntax, and markdown tables are simplified into readable text or shared as a file.

### Slack Commands

Use `/notis-portal` to get a unique link to your Notis portal.


# Telegram
Source: https://help.notis.ai/channels/telegram

Discover how to get started with Notis on Telegram and the particularities of the platform.

## Connect Telegram

Notis integrates seamlessly with Telegram, allowing you to interact with your Notion workspace through this versatile messaging platform. This integration enables you to access, create, and manage your Notion content directly from Telegram.

**How to Connect**

* Head over to [notis.ai](http://notis.ai/) and click on "Start for free".

* Select "Telegram", enter your phone number and click "Signup"

* Either scan the QR code or click the button "Continue now on Telegram" to open the Telegram conversation with Notis

* Tap on the button to verify your phone number in the keyboard area

  <img alt="IMG_FDD0022D5187-1.jpeg" />

* Follow the instructions in our [quickstart guide](/get-started/quickstart).

<img alt="CleanShot 2025-07-29 at 19.37.25@2x.png" />

<Tip>
  You don't need to create an account with Notis. Your Notis account is attached to the phone number that has been verified by Telegram so you don't need to remember one more password.
</Tip>

## Reactions

Telegram supports reaction so Notis can you let you know of the status of your request. We currently use three emoji reactions:

|       |                                                                                                  |
| ----- | ------------------------------------------------------------------------------------------------ |
| Emoji | Description                                                                                      |
| 👀    | Notis is currently working on this.                                                              |
| 👍    | Notis has replied to this message.                                                               |
| 🥴    | Notis encountered an error while working on this task. You’re welcome to ask Notis to try again. |

## Limitations

While Telegram integration offers powerful functionality, there are some limitations to be aware of:

### Character Limits

Telegram has a more generous character limit of 4096 characters for text messages. Messages exceeding this limit will be split into multiple messages or may be converted to voice messages, depending on your settings.

When messages are particularly long, URLs will be sent separately as text to ensure they remain accessible and clickable.

<Tip>
  Simply ask Notis for brief responses if you want to ensure receiving all information as text rather than having it split or converted.
</Tip>

### Formatting Restrictions

Telegram supports some rich text formatting, but Notis does not rely on inline markdown links, inline markdown images, or markdown tables in Telegram replies. Links are sent as buttons when possible or as plain URLs, media is sent as attachments, and tables are simplified into concise text or shared as a file.

### Other limitations

* Locations, contacts, poll and checklist are not supported.

* Group discussions are not supported.


# WhatsApp
Source: https://help.notis.ai/channels/whatsapp

Discover how to get started with Notis on WhatsApp and the particularities of the platform.

## Connect WhatsApp

Notis integrates seamlessly with WhatsApp, allowing you to interact with your Notion workspace through this popular messaging platform. This integration enables you to access, create, and manage your Notion content directly from WhatsApp.

**How to Connect**

* Head over to [notis.ai](http://notis.ai) and click on “Start for free”.

* Select “WhatsApp”, enter your phone number and click “Signup”

* Either scan the QR code or click the button “Continue now on WhatsApp” to open the WhatsApp conversation with Notis and follow the instructions in our [quickstart guide](/get-started/quickstart).

<Tip>
  You don’t need to create an account with Notis. Your Notis account is attached to the phone number that has been verified by WhatsApp so you don’t need to remember one more password.
</Tip>

<img alt="CleanShot 2025-07-29 at 19.31.01@2x.png" />

## Limitations

While WhatsApp integration offers powerful functionality, there are some limitations to be aware of:

### Character Limits

WhatsApp imposes a 2600-character maximum for text messages via the Twilio API. Longer messages are automatically converted to voice messages.

When messages auto-transform to text-to-speech, URLs are set aside and sent separately as text to ensure they remain accessible and clickable.

<Tip>
  Simply ask Notis for brief response if you want to ensure receiving a text response instead a voice message
</Tip>

### Formatting Restrictions

WhatsApp has limited support for rich text formatting. Notis sends media as attachments, converts markdown links to visible text plus the URL, and simplifies tables into concise text or shares them as a file because markdown tables cannot render properly in WhatsApp messages.

### Other Limitations

* Locations, contacts, poll and events are not supported.

* Group discussions are not supported.


# Automations
Source: https://help.notis.ai/get-started/automate

Automations are saved instructions Notis runs on a trigger. The full reference for trigger types, channels, channel accounts, and managing automations from chat or the portal.

<div>
  <span>PRO+</span>
  <span>Included with Pro+ and Ultra</span>
</div>

<iframe title="Automations" />

Every automation has the same anatomy: a **trigger** decides when it runs, a **prompt** tells Notis what to do, a **channel** decides where Notis replies, and — for channels with several accounts — a **channel account** decides which inbox or workspace to use.

If you've never created an automation, start with the [first-automation walkthrough](/get-started/create-an-automation). This page is the reference for everything you can configure afterwards.

<Tip>
  When Notis runs an automation, the conversation context from the moment you saved the prompt is automatically recalled, so it remembers what you were discussing.
</Tip>

## Trigger types

Notis supports five trigger types. You can switch between them in the **Trigger** dropdown of the automation editor without losing your prompt.

<img alt="The trigger picker showing every supported type — Schedule, One-time, Webhook, Integrations, Database" />

### Schedule

Run the automation on a recurring cadence — every weekday at 9 AM, every Monday morning, the first day of the month, and so on. The portal exposes a visual builder so you don't need to learn cron syntax.

> *"Every Friday at 5pm, send me a summary of the tasks I completed this week."*

> *"On the first of every month, generate the monthly newsletter draft from this month's blog posts."*

### One-time

Run the automation **once**, at a specific date and time, then disable itself. Useful for reminders and one-off launches.

> *"On December 13th at 9 AM, send me a final reminder to publish the workshop recap."*

Recurring reminders are a special case — see [Reminders](/tools/reminders) for the chat-first way to manage them.

### Webhook

Generate a unique HTTPS URL. Anything that can hit a URL fires the automation: Zapier, Make, n8n, Pipedream, your own backend, a Notion automation, a `curl` from a script. Webhooks are also how you let Notion databases trigger Notis — see [Trigger Notis from Notion](/notion/database-as-agent#trigger-notis-from-notion-via-webhook).

The URL is generated after you save the automation, and a `POST` request body is forwarded to Notis as additional context alongside your prompt.

> *"Create a webhook automation that drafts a follow-up email when my CRM marks a deal as 'Closed Won'."*

<Warning>
  Keep webhook URLs strictly private — anyone with the URL can run the automation against your workspace. Webhooks don't return any information; if you need read access to your data, use the Notis API instead.
</Warning>

### Integrations

Run the automation when something happens in a connected app — a new Gmail message, a calendar event starting soon, a new HubSpot contact, a GitHub issue assigned to you. Notis subscribes to the integration's event stream and fires the automation when the event matches.

> *"30 minutes before any calendar event, send me a meeting prep brief."*

> *"When a new email arrives in my work Gmail with subject 'Invoice', save it to the Expenses database."*

You can stack multiple integration triggers on a single automation — useful when the same instruction should run for several events.

Connected social accounts powered by PostForMe appear in this same picker. Choose the account first, then run your automation when a post is created, updated, deleted, finishes publishing, or when that account changes. You can mix social events with events from your other connected apps in one automation.

<img alt="Integration trigger configuration with Gmail selected and the event picker open" />

### Database

Run the automation when a row in one of your **Notis databases** changes — created, updated, or both, with optional filters on specific properties. Different from a Notion-side webhook: this is the trigger you use for native Notis databases.

> *"When a new task is added to the 'Inbox' Notis database, triage it and assign a priority."*

## Channels and channel accounts

Every automation runs on a **channel** — Notis needs to know where to talk to you when the trigger fires. The channel selector covers all the supported messaging surfaces:

| Channel                 | Best for                                                                                                          |
| ----------------------- | ----------------------------------------------------------------------------------------------------------------- |
| **Desktop and Web app** | Portal/desktop-first workflows. Each run lands in its own thread under [Manage → Automations](/channels/manager). |
| **Telegram**            | Quick mobile pings, voice-friendly briefs.                                                                        |
| **Messages** (iMessage) | macOS/iPhone users who want briefs in their default messenger.                                                    |
| **WhatsApp**            | Anything you'd rather get on WhatsApp than email.                                                                 |
| **Email**               | Long-form content you'll want to keep, share, or reply to from a desktop client.                                  |
| **Slack**               | Team-facing automations. Replies post in the configured Slack workspace and channel.                              |

For channels other than the Desktop and Web app, Notis also asks for a **Channel Account**:

* If you only have one account connected for that channel, Notis selects it automatically.
* If you have several (e.g. a personal and a work Gmail, or two Slack workspaces), you pick which one in the **Channel Account** dropdown.
* If no account is connected for the chosen channel, the editor surfaces a warning and points you to [Integrations](/get-started/integrations) to add one.

The Desktop and Web app is the exception — it always lives in the portal/desktop app, so there's nothing to disambiguate.

## Continue conversation

The **Continue conversation** toggle behaves differently depending on whether the channel supports threads.

**Threaded channels** (Desktop/Web app, Slack) — each automation run can live in its own thread, so the toggle is meaningful:

* **On** — every run resumes the previous run's thread, so Notis remembers what was said before. Best for daily standups, ongoing projects, anything where context compounds.
* **Off** — every run opens a brand-new thread. Best for one-shot drafts and fan-out work where prior runs would just add noise.

**Non-threaded channels** (Telegram, iMessage, WhatsApp, Email) — these don't have a separate thread per run. Replies just land in the same ongoing conversation with Notis, so the toggle is locked on and every run carries forward the prior context by default.

## Intelligence

The **Intelligence** selector decides how much horsepower each run gets. Pinning a level is a **Pro+** feature (the same one that unlocks per-channel and per-conversation intelligence/priority); on other plans it stays on Auto. It works exactly like the intelligence picker elsewhere in Notis, including the rough relative cost shown next to each level:

| Level                             | Model & effort                           | Relative cost          |
| --------------------------------- | ---------------------------------------- | ---------------------- |
| **Auto** *(default, recommended)* | Notis picks the right level for each run | —                      |
| **High**                          | GPT-5.6 Sol · medium effort              | 2.5× base model rate   |
| **Medium**                        | GPT-5.6 Terra · low effort               | base                   |
| **Low**                           | GPT-5.6 Luna · xhigh effort              | 10× cheaper model rate |

Leave it on **Auto** unless a specific automation needs to be locked to a level — for example forcing **High** on a complex research brief, or **Low** on a simple daily ping you run often and want to keep cheap. The forced level applies to the whole run, including any sub-agents Notis delegates to. Your saved level is kept if your plan changes; while you're not on Pro+ the automation simply runs on **Auto**, and your pinned level resumes when you upgrade again.

<Note>
  **Every automation runs on Economy (flex) priority** — about half the base price, but at a lower (slower) priority than interactive messages. That's a separate axis from Intelligence: the Intelligence selector only changes the model and effort, never the priority. So even on **High**, an automation still gets the flex discount.
</Note>

You can also set it from chat:

> *"Set my competitor analysis automation to High intelligence."*

> *"Put my daily standup automation back on Auto intelligence."*

## Manage automations from any channel

Once an automation exists, every action lives behind a chat command — no need to open the portal:

> *"List all my automations."*

> *"Edit my Meeting Prep automation to run 15 minutes before instead of 30."*

> *"Run my competitor analysis automation on poke.com."*

> *"Disable my weekly summary automation."*

> *"Delete the social media posting automation."*

> *"What was the status of the last automations that ran?"*

The same goes for creating new ones — Notis can build a webhook or schedule automation directly from a chat brief.

> *"Create a webhook automation that drafts a social media post for today based on the blog post I share."*

## Manage automations in the portal

[**app.notis.ai/automations**](https://app.notis.ai/automations) is the visual control plane. You'll find it in the left sidebar under **Manage → Automations**.

<img alt="Automations list page with trigger filters and per-row test/edit actions" />

From here you can:

* Filter by trigger type (Schedule, One-time, Webhook, Integration, Database)
* Search by name or prompt
* Test, pause/resume, duplicate, or delete an automation in one click
* Open execution logs to see when each run fired and what happened
* Publish an automation as a [team template](/account-and-settings/teams) so teammates can reuse it
* Share an eligible automation with anyone through a link

Click **+ New Automation** (or any row) to open the editor:

<img alt="New automation editor with channel and trigger selectors visible" />

The editor is a single page — name at the top, configuration panel in the middle, prompt at the bottom. **Cmd/Ctrl + S** saves at any time, and the **Test** button (top right of an existing automation) fires it immediately so you can iterate without waiting for the real trigger.

## Share an automation with a link

Open a saved automation's **⋯** menu and choose **Share via link**. The recipient can read the prompt, trigger, schedule, and delivery channel before signing in and installing their own copy.

Notis never shares your connected account. The recipient chooses or connects their own account after installation. Ask them to review the new automation in the editor, especially its schedule, channel, and integration connection.

Share links are available for active recurring schedules, webhooks, and supported integration automations. One-time, paused, and database-triggered automations cannot be shared because their timing or database belongs to the original workspace.

The link keeps a snapshot of the automation at the moment it was created. Revoke it and create a new link when you want to distribute an updated version. Revocation stops future installs but does not delete copies that were already installed.

For ongoing team-wide updates, use a [team template](/account-and-settings/teams) instead. A share link gives each recipient an independent copy.

For webhook automations, the URL is generated after the first save and surfaced inline with a copy button:

<img alt="Saved webhook automation with the generated URL ready to copy" />

<Tip>
  Automations are particularly powerful when combined with [database and property instructions](/notion/database-instructions). The database tells Notis *how* to handle the data; the automation tells Notis *when* to run.
</Tip>

<Info>
  Browse the [prompt library](https://mindtheflo.notion.site/notis-automations-gallery?v=2cd6f212c58c8183bc1b000cd1a25e7a\&source=copy_link) for ready-to-copy automations — daily briefs, weekly summaries, social media schedulers, expense triage, meeting prep, and more.
</Info>

## Limits

Notis enforces per-automation rate limits to keep the system fair and stable:

* **Webhooks** — 50 requests per day per webhook
* **Integration triggers** — 50 events per day per trigger

Schedule, One-time, and Database triggers are not subject to these daily limits.

## What's next

* [Create your first automation](/get-started/create-an-automation) — guided walkthrough with a real example
* [Trigger Notis from Notion](/notion/database-as-agent#trigger-notis-from-notion-via-webhook) — the canonical Notion-side webhook setup
* [Turn any database into an AI agent](/notion/database-as-agent) — pair automations with Notion database instructions
* [Reminders](/tools/reminders) — the chat-first wrapper around one-time and recurring scheduled automations


# Customize
Source: https://help.notis.ai/get-started/create-a-skill

Teach Notis your taste — your writing voice, your preferences, your workspace context. Memories, memory sources, skills, and the custom prompt all shape how Notis works for you.

The *how*. Where automations decide *when* Notis runs, customization decides *how* it executes once it does. The goal is to teach Notis your taste so it acts like a teammate who already knows you, not a generic assistant.

There are four layers, from quick to deep:

1. **Tell Notis what to remember** — preferences saved on the fly.
2. **Connect a memory source** — passive context from Notion, Drive, Gmail, or websites.
3. **Install or write a skill** — repeatable workflows and formats.
4. **Set a custom prompt** — global behaviour across every task.

## Ask Notis to remember

The fastest customization is just telling Notis. As you chat across channels, Notis automatically saves what matters — preferences, projects, decisions, and context — and recalls it next time.

> *"Remember that I prefer morning summaries as bullet points, not paragraphs."*

> *"My team uses the 'Backlog' status for new feature requests before prioritizing."*

These memories persist across every channel and every automation. See [Memories](/tools/long-term-memory) for how it works and how to manage what's saved.

## Connect a memory source

Memory sources let Notis continuously index external knowledge bases so they become passive context. Notis *knows* what's inside them even when you don't mention them.

Supported sources:

* **Notion** — pages and databases for background knowledge
* **Gmail** — historical email tone, decisions, and relationship history
* **Google Drive / OneDrive** — docs, PDFs, spreadsheets, shared folders
* **Websites** — public sites or docs to keep available as reference

Set one up from your [portal](https://app.notis.ai) under **Memories → Add memory source**. Memory sources are an Ultra feature.

## Install or create a skill

Skills are bundled instructions Notis loads when needed — your writing voice, your formatting rules, your repeated workflows. Think of them as the way custom GPTs shape ChatGPT, except composable across every channel and every automation.

**Install one in 30 seconds:**

1. Open your [Notis portal](https://app.notis.ai/skills)
2. Go to **Skills**
3. Pick from the catalog — popular starters: PDF generation, Word docs, Excel reports, social-post drafting
4. Click **Install**

**Or create your own from chat:**

> *"Create a skill that drafts my Twitter posts in my voice. Here are 5 posts I've written so I can show you what I mean: \[paste 5 posts]"*

> *"Create a skill that turns voice notes into structured product requirements. The format should always be: Problem, User, Acceptance Criteria, Open Questions."*

<Tip>
  The best skill descriptions include examples of the output you want. Five samples of your writing voice, three example bug reports in your team's format, the layout of your favorite slide deck — examples beat instructions.
</Tip>

See the [Skills reference](/tools/skills) for installing, editing, pausing, and sharing skills.

## Set a custom prompt

For behaviours that should apply across *everything* Notis does — tone, default formatting, hard rules — you can set a custom prompt under **Account Settings → Custom Prompt** in the portal.

Use it sparingly: custom-prompt instructions run on every single task, so most preferences are better encoded in a skill or in a [database description](/notion/database-instructions). See [User Settings](/account-and-settings/user-settings) for details.

## Customization compounds with automations

A skill plus an automation, with the right memories in the background, is where it clicks:

> *"Every Monday at 9 AM, run my weekly digest skill on last week's tasks and email me the result."*

The automation triggers on Monday. The skill formats the digest. Memories give Notis the context to know what's worth highlighting.

## What's next

* [Skills reference](/tools/skills) — installing, editing, pausing, sharing
* [Memories](/tools/long-term-memory) — passive context across conversations
* [Automate](/get-started/create-an-automation) — pair customization with a trigger


# Automate
Source: https://help.notis.ai/get-started/create-an-automation

Automations turn Notis from 'AI on demand' into 'AI on autopilot' — saved instructions that run on a schedule, from a webhook, or when something happens in a connected app.

The *when*. An automation is a saved instruction with a trigger. Once it exists, Notis runs it without you having to ask.

## Three trigger types

**Schedule** — runs your instruction on a recurring cadence.

> *"Every Friday at 5pm, send me a summary of the tasks I completed this week."*

**Webhook** — generates a unique URL. Whatever calls the URL fires the automation. Great for Notion, Zapier, Make, or anything that can hit a URL.

> *"Create a webhook automation that drafts a follow-up email when I trigger it from my CRM."*

**Integration trigger** — runs when something happens in a connected app.

> *"30 minutes before any calendar event, send me a meeting prep brief."*

For the full reference and trigger options, see [Customize → Automations](/get-started/automate).

## Set one up

The fastest way is to ask Notis directly from any channel:

> *"30 minutes before any calendar event, send me a meeting prep brief covering attendee context, prior emails, and three questions to ask."*

Or build one from the portal:

1. Ask Notis for a link to your portal: *"Send me my portal link."*
2. Open **Automations** → **New Automation**
3. Add a name, prompt, channel, and trigger
4. Click **Create**

<Tip>
  Browse the [prompt library](https://mindtheflo.notion.site/notis-automations-gallery?v=2cd6f212c58c8183bc1b000cd1a25e7a\&source=copy_link) for ready-to-copy automation prompts — daily briefs, weekly summaries, social media schedulers, expense triage, and more.
</Tip>

## Reminders are one-shot automations

A reminder is just a scheduled automation that runs once. The fastest way to set one:

> *"Remind me on December 13th to send a follow-up to Matt about the workshop."*

Notis confirms the reminder, and on December 13th sends you a message in the channel where you originally asked.

For more on managing reminders (including recurring ones), see [Reminders](/tools/reminders).

## Manage automations from any channel

Once an automation exists, you can run, edit, pause, and delete it from any channel:

> *"List all my automations."*

> *"Edit my Meeting Prep automation to fire 15 minutes before instead of 30."*

> *"Run my competitor analysis automation on poke.com."*

> *"Disable my weekly summary automation."*

> *"What was the status of the last automations that ran?"*

## What's next

* [Customize → Automations](/get-started/automate) — the full reference, including webhook setup and Notion integration
* [Customize](/get-started/create-a-skill) — automations decide *when*; skills, memories, and preferences decide *how*
* [Turn any database into an AI agent](/notion/database-as-agent) — pair automations with Notion databases for advanced workflows


# CLI
Source: https://help.notis.ai/get-started/integrations/cli

Install any command-line tool on your Cloud Computer and let Notis run it on your behalf.

When the tool you need ships as a CLI rather than an API, Notis can install it on your [Cloud Computer](/tools/cloud-computer) and use it from there. No local setup required.

## How to install a CLI

The simplest way is to paste the link to the CLI provider's install instructions and ask Notis to install it. Notis opens the page, follows the steps inside your Cloud Computer, signs in if the CLI asks for credentials, and confirms when it's ready.

```text theme={null}
Install the Datafast CLI for me: https://datafa.st/docs/cli-introduction
```

If a CLI has a one-liner install (`brew install ...`, `curl ... | sh`, `npm i -g ...`), you can paste that directly instead. Either way works — Notis figures out the rest.

## Using a CLI once it's installed

After install, just ask in plain language. Notis runs the right command for you.

```text theme={null}
Check the Datafast CLI for what's our best performing country in the last week in terms of number of trials.
```

You can mix CLI tools with your [Composio integrations](/get-started/integrations/composio) in the same request — for example, pull a metric with the Datafast CLI and post the result to Slack.

## Persisted per user

CLIs installed on the Cloud Computer are **persisted per user**. Once a CLI is installed and signed in, it stays available across every future conversation, channel, and skill run on your account. You don't reinstall it the next time you ask.

## Examples of CLIs you can install

* **Analytics & product** — Datafast, PostHog, Mixpanel
* **Payments** — Stripe, Paddle, Lemon Squeezy
* **Databases & data** — Supabase, `psql`, `mysql`, `mongosh`, BigQuery (`bq`)
* **Cloud** — `aws`, `gcloud`, `vercel`, Fly.io (`flyctl`), Heroku
* **Code & releases** — GitHub (`gh`), GitLab (`glab`)
* **Media & files** — `ffmpeg`, `yt-dlp`, `pandoc`, ImageMagick

If a CLI exists on Linux, it can almost certainly run in your Cloud Computer.

## Credentials

When a CLI needs to sign in, Notis will ask you for the API key, token, or OAuth URL it needs. Credentials live in the Cloud Computer alongside the CLI and are reused on the next request, so you only authenticate once.

<Note>
  CLIs installed in the Cloud Computer are separate from the Notis CLI your local coding agent runs through NPX. They run inside your Notis workspace and are used by Notis on your behalf there. To connect ChatGPT desktop, Claude Code, Cursor, OpenClaw, Hermes, or OpenCode on your computer, follow [Start with the Notis CLI or Remote MCP](/agents/overview).
</Note>

## Related

* [Cloud Computer](/tools/cloud-computer) — the environment CLIs run inside.
* [Composio integrations](/get-started/integrations/composio) — managed connectors for 1,000+ apps.
* [Custom MCP servers](/get-started/integrations/mcp) — bring your own MCP server.
* [Connect an agent](/agents/overview) — connect ChatGPT, Claude, Grok, Notion, or a coding agent to Notis.


# Composio
Source: https://help.notis.ai/get-started/integrations/composio

Connect Gmail, Slack, Notion, GitHub, Linear, HubSpot, Calendar, and 1,000+ other apps to Notis.

<Note>
  Composio is the tool provider Notis uses for this family of integrations. It is what lets us offer **over 1,000 ready-to-use connectors** (Gmail, Slack, Notion, GitHub, HubSpot, Linear, Salesforce, Calendar, Google Drive, Todoist, and many more) without you having to set up each one yourself. Browse the full catalogue at [composio.dev/toolkits](https://composio.dev/toolkits).
</Note>

## Connecting integrations

### Via Notis

Simply ask Notis to connect to a new integration

> *Connect my gmail account*

### Via the Portal

1. Open Notis → Settings → Integrations

2. Choose an app to connect

3. Follow the account authorization flow

4. Confirm the connection in Notis

<img alt="CleanShot 2025-10-08 at 16.22.11@2x.png" />

## Multiple Account Connections

You can connect multiple accounts of the same integration to Notis. For example, you can connect both your personal Gmail and your work Gmail, then specify which account to use for different tasks.

### Connecting your first account

* Connect any integration as usual from the Notis Portal or by asking Notis directly

* Your first connection works automatically without needing a label

### Adding additional accounts

* When you connect a second account for the same integration, you'll be asked to provide a label (e.g., "work", "personal")

* Your first account will automatically be labeled as "default"

* Labels help Notis understand which account you want to use

### Using specific accounts

* When you have multiple accounts connected, simply mention which one you want to use in your message

* Example: *"Send this email from my work Gmail"* or *"Check my personal calendar"*

* If you don't specify, Notis will ask which account to use

### Managing accounts

From the **Integrations** page in your Notis Portal:

1. Click the **Settings** (gear icon) button on any connected integration

2. View all connected accounts and their labels

3. Check whether an account needs attention. Notis may show labels such as
   **Expired**, **Failed**, **Inactive**, or **Pending** when an app asks you to
   sign in again or finish setup

4. Reconnect an account from the same menu when Notis shows that it needs
   attention

5. Edit labels by clicking the pencil icon

6. Delete individual accounts using the trash icon

7. Add new accounts using the "Add Account" button

### Example use cases

* **Email**: Personal Gmail for personal matters, Work Gmail for professional communication

* **Calendar**: Personal calendar for family events, Work calendar for meetings

* **Cloud Storage**: Personal Google Drive, Work Google Drive

<Warning>
  Make sure to use a descriptive label to help Notis choose the correct account.
</Warning>

## FAQs

* Can I disconnect later?

  * Yes. Disconnect in Settings → Integrations. Notis will immediately lose access.

* Can I connect multiple accounts for each integration?

  * Yes! You can connect multiple accounts of the same integration (e.g., personal and work Gmail). See the **Multiple Account Connections** section above for details.


# MCP
Source: https://help.notis.ai/get-started/integrations/mcp

Extend Notis with your own Model Context Protocol servers.

You can create and configure custom MCP (Model Context Protocol) servers to extend Notis capabilities with your own tools and integrations inside the portal.

<Note>
  This page is for adding another MCP server **to Notis**. To add **Notis to ChatGPT, Claude, Grok, Notion, or a coding agent**, follow [Connect an agent](/agents/overview).
</Note>

Custom MCPs are available across the main channels and inside your agents.

<img alt="image.png" />

## When to use a custom MCP

Reach for an MCP server when:

* The tool you need is not part of the [Composio integration catalog](/get-started/integrations/composio).

* You want to expose an internal service, database, or proprietary API to Notis.

* A vendor publishes an official MCP server you'd like to plug straight in.

<Note>
  If the MCP server needs to run on **your own computer** — your files, a local CLI, or a service on `localhost` — use [Local MCP](/your-computer/local-mcp) instead. This page covers MCPs that Notis reaches over the public internet.
</Note>

## Adding an MCP server

1. Open Notis → Settings → Integrations → **Custom MCP**.

2. Provide the server URL and any required headers or auth tokens.

3. Save — Notis will list the tools the server exposes and make them available to your agents.

You can also set this up straight from a conversation: tell Notis the server address and the access key or token it should use, and it will save the connection for you — no need to open the portal.

Once added, MCP tools behave like any other Notis integration: ask in chat, voice, or from a coding agent and Notis will pick the right tool for the job.

## Related

* [Local MCP](/your-computer/local-mcp) — for MCP servers that run on your own machine.
* [Composio integrations](/get-started/integrations/composio) — the managed catalog.
* [CLI tools](/get-started/integrations/cli) — install command-line tools on your Cloud Computer.
* [Connect an agent](/agents/overview) — add Notis to ChatGPT, Claude, Grok, Notion, or a coding agent.


# Overview
Source: https://help.notis.ai/get-started/integrations/overview

Connect your favourite productivity apps to Notis through Composio, custom MCP servers, or CLI tools.

Notis can act on your behalf across the apps you already use. Connect an integration once and Notis can read, write, and automate inside that app from any channel — chat, voice, email, or your coding agent.

## What you can do at a glance

* Draft and send emails, or review your inbox

* Create and manage tasks in tools like Todoist

* Update your sales pipeline in HubSpot or Salesforce

* File and triage bugs in GitHub, Linear, or Jira

* Block time for meetings and logistics using Calendar and Google Maps

## Three ways to extend Notis

Notis groups integrations into three families. Pick the one that matches the tool you want to connect.

* **[Composio integrations](/get-started/integrations/composio)** — the easiest path. Over 1,000 ready-to-use connectors (Gmail, Slack, Notion, GitHub, HubSpot, Linear, Calendar, and many more) managed for you. Connect once and Notis handles auth and refresh.

* **[Custom MCP servers](/get-started/integrations/mcp)** — bring your own. Add any Model Context Protocol server (yours or a third party's) and its tools become available to Notis like any other integration.

* **[CLI tools](/get-started/integrations/cli)** — install any command-line tool on your Cloud Computer (Datafast, Stripe, Supabase, GitHub `gh`, `psql`, `aws`, …) and let Notis run it on your behalf. Persisted per user across sessions.


# Learn more
Source: https://help.notis.ai/get-started/learn-more

You’ll find here all the ways to get in touch with us and resources to help you make the most of Notis.

### Direct contact with Flo

<div>
  <span>ULTRA</span>
  <span>Priority 1:1 support is included with Ultra</span>
</div>

Have a question or need personalized assistance? Reach out directly to Flo, the creator of Notis:

* [**Telegram**](https://t.me/mindtheflo_bot)

* [**WhatsApp**](https://wa.me/message/WIIR653XUP2GH1)

* **[flo@mindtheflo.com](mailto:flo@mindtheflo.com)**

### Slack channel

Join our slack channel for support and early access to new features

* [Slack channel](https://join.slack.com/t/mindtheflo/shared_invite/zt-3bk60o4on-MnEfNtUfT_FYq2_w7EXSew)

### Help Center

Find comprehensive guides, tutorials, and FAQs in our Help Center

* [https://help.notis.ai](https://help.notis.ai/)

### Blog

Stay informed about best practices, use cases, and comparisons with other productivity tools

* [https://notis.ai/blog](https://notis.ai/blog)

### Changelog

Keep track of our latest updates and improvements

* [https://notis.ai/changelog](https://notis.ai/changelog)

### **Feature Requests**

Vote or submit a new feature request here

* [https://notis.featurebase.app/](https://notis.featurebase.app/)

By sharing your ideas and voting on features, you directly influence the future development of Notis. We encourage you to participate and help us build the product you want.


# Onboard
Source: https://help.notis.ai/get-started/onboard-notis

Walk through the first conversation with Notis: set your preferences, connect the apps you already use, and send the first useful request.

Onboarding is the first conversation you have with Notis after signup. It teaches Notis enough about you, your tools, and your preferred workflows to make the rest of the product feel personal from the first message.

You do not need to configure everything manually in the portal. Notis will ask one question at a time, generate the right connection links when an app needs access, and guide you back to setup if the conversation drifts.

## What onboarding covers

<CardGroup>
  <Card title="Your basics" icon="user">
    Confirm your language, name, role, time zone, and where you heard about Notis.
  </Card>

  <Card title="Your apps" icon="plug">
    Connect the tools Notis should work with, based on the use cases you selected at signup.
  </Card>

  <Card title="Your first win" icon="sparkles">
    Try a reminder, note, task, post, meeting, CRM update, bug report, or expense capture.
  </Card>
</CardGroup>

## Start the conversation

1. Visit [notis.ai](https://notis.ai) and click **Start for free**
2. Enter your email address and phone number
3. Pick a channel: we recommend [Telegram](/channels/telegram) on mobile and the [Notis portal](/channels/manager) on desktop
4. Press **Start** in the chat and validate your phone number
5. Tell Notis you are ready to get started

<img alt="Notis start page: welcome screen with channel picker for Telegram, WhatsApp, Messages, Email, Slack, and the Notis portal" />

Notis may infer details such as your likely language or time zone from your phone number. It will ask you to confirm before saving them.

## Step 1: Set your preferences

Notis starts with the basics it needs to personalize replies and schedule work correctly:

* **Language** - Notis suggests a likely language and asks you to confirm or choose another one.
* **Name** - Notis confirms what to call you.
* **Role** - Notis asks what you do so examples and suggestions match your work.
* **Attribution** - Notis asks where you heard about it.
* **Time zone** - Notis confirms the time zone it should use for reminders, meetings, and schedules.

After that, Notis may offer a small test, such as creating a reminder from a voice note. This checks that your time zone is correct and gives you a quick feel for how requests work.

## Step 2: Connect your apps

Notis then asks what apps you already use for the goals you selected at signup. The exact apps depend on your use case:

| Use case          | Common apps to connect                                       |
| ----------------- | ------------------------------------------------------------ |
| Task management   | Todoist, Asana, ClickUp, Monday.com                          |
| Social media      | LinkedIn, X, Instagram, Facebook, YouTube, Typefully         |
| Meetings          | Google Calendar, Outlook Calendar, Zoom, Cal.com             |
| CRM updates       | HubSpot, Pipedrive, Salesforce                               |
| Bug reporting     | Linear, Jira, GitHub Issues                                  |
| Notes and writing | Google Docs, Apple Notes, Evernote, Substack, Beehiiv, Ghost |
| Expenses          | QuickBooks, Xero, Dext                                       |

When an app needs authentication, Notis sends a secure connection link and waits while you finish the external flow. If you have trouble, Notis can also send a signed portal link to manage integrations directly.

### Connecting Notion

Notion has a special onboarding path because you can either start fresh or connect your existing workspace:

1. **Use the [Notis Second Brain template](/notion/second-brain)** - easiest path if you want a clean structure with good defaults.
2. **Use your own Notion system** - best if you already have databases and pages you want Notis to use.

If you choose your own system, select the Notion pages that contain the databases Notis should access. See [Connect Notion](/notion/connect-notion) for the full walkthrough, including authorizing Notis and adding a second account.

## Step 3: Finish and try the first task

Once your basics are saved and your key apps are connected, Notis finishes the formal onboarding flow and unlocks the full assistant experience.

The last step is to send a real request based on what you set up. Try one of these:

> *"Remind me today at 5 PM to send the proposal."*

> *"Turn this voice note into a task list in Todoist."*

> *"Draft a LinkedIn post from this idea."*

> *"Schedule a meeting with Sarah next week about the Q2 launch."*

> *"Log this customer call in HubSpot."*

## What's next

* [Create an automation](/get-started/create-an-automation) - let Notis run on a schedule, webhook, or trigger
* [Create a skill](/get-started/create-a-skill) - teach Notis your voice, formats, and workflows
* [Channels reference](/channels/channels-compared) - compare where you can talk to Notis


# Quickstart
Source: https://help.notis.ai/get-started/quickstart

Get set up with Notis in minutes — pick a channel, send your first message, and start automating.

<iframe title="Join Tom as he onboards Notis and explores the core features" />

*Join Tom as he onboards Notis and explores the core features.*

Notis is a powerful AI assistant that lives inside the apps you already use — WhatsApp, Telegram, iMessage, Slack, email, voice. Send a message, get something done. No new app to learn.

## Sign up

1. Visit [notis.ai](https://notis.ai) and click **Start for free**
2. Enter your email address and phone number
3. Pick a channel — [Telegram](/channels/telegram) (recommended) or [WhatsApp](/channels/whatsapp)
4. Press **Start** in the chat and validate your phone number
5. Notis walks you through a quick setup based on your selected use cases

## Sign in later

Notis uses passwordless magic links for the portal and desktop app. Go to [app.notis.ai/login](https://app.notis.ai/login), enter the email on your account, open the one-time link sent to your inbox, then select **Continue to Notis**.

If a link expires, request a new one from the login page. Magic links are single-use, so always open the most recent email.

## The three pillars

Notis is built on three pillars: **onboard** to get started, **automate** to decide *when* Notis runs, and **customize** to shape *how* it works for you. Cover one of each and you have everything you need.

<CardGroup>
  <Card title="Onboard" icon="messages" href="/get-started/onboard-notis">
    The first setup conversation: preferences, apps, and your first useful request.
  </Card>

  <Card title="Automate" icon="clock" href="/get-started/create-an-automation">
    The *when* — let Notis run on a schedule, webhook, or trigger.
  </Card>

  <Card title="Customize" icon="sparkles" href="/get-started/create-a-skill">
    The *how* — teach Notis your voice, your preferences, and your workflows.
  </Card>
</CardGroup>

## Want to use Notion as your second brain?

Notis is famous for how deeply it integrates with Notion. If you want to use it, head to [Connect Notion](/notion/connect-notion) — you can either install our Second Brain template or connect Notis toyour existing setup.

***

That's it. Once you've worked through the three pillars, browse the [Guides](/guides/) for ideas of end-to-end workflows.


# Blog & Newsletter
Source: https://help.notis.ai/guides/blog-and-newsletter

Notis turns rough ideas into publish-ready blog posts and newsletters, complete with research, writing in your style, and custom images.

<iframe title="Blog & Newsletter" />

## Quick start: speak these

> *Draft a blog post comparing Notis with Poke, Memorae, and Zapier. Do deep research on the web and explore my Notion workspace.*

> *Generate a funny cartoon header for the blog post.*

> *Please publish the blog post on Framer.*

Notis researches, writes, illustrates, and publishes your content.

## Blog & newsletter workflow

### 1. Share your idea

Start with a rough concept — voice or text:

> *I want to write about how AI tools are changing content creation...*

> *Draft a blog post comparing our features with competitors.*

> *Write a newsletter about our product launch.*

### 2. Notis does deep research

Notis researches across multiple sources:

* Web search for current information

* Your Notion workspace for internal context

* Competitor analysis when requested

Response:

> *I've researched across the web and your Notion workspace. Here's your draft comparing Notis with Poke, Memorae, and Zapier.*

### 3. Review and refine the draft

Ask for style adjustments:

> *Update the style to match my previous competitor comparisons.*

> *Make it more conversational.*

> *Add more data points.*

### 4. Generate custom images

Request visuals for your content:

> *Generate a funny cartoon header for the blog post.*

> *Create a hero image about productivity.*

> *Make an infographic summarizing the key points.*

Notis generates and adds images to your draft.

### 5. Save it in Notion

When you're ready:

> *Please save it in my Blog & Newsletter database.*

## Set up your Blog & Newsletter database in Notion

The Notis Second Brain already contains a [Blog & Newsletter database](/get-started/notion) set up for you.

<Tip>
  You can easily create a Blog & Newsletter database or customize the one that comes with the template. Just make sure it has a title property and Notis will understand it should be used for blogging.
</Tip>

## Optional - Set up with Framer

<img alt="CleanShot 2025-12-17 at 11.28.44@2x.png" />

If you want your Notion blog database to power your website, you can connect it to [Framer](https://www.framer.com/):

1. Create your Framer site (or open an existing one).

2. In Framer, add a CMS collection and choose the option to sync it with Notion, then connect it to your **Blog & Newsletter** database.

3. Map your Notion properties to Framer fields (for example: title, meta description, publish date, status, header image, and content).

4. Configure which entries should be published (for example, only pages with `Status = published`).

5. Publish your Framer site.

## Automations

### Write a blog post from a content extract

Use this automation to turn any new piece of content (notes, transcript, outline) into a draft blog post in your Blog database.

1. In the [Notis portal](https://app.notis.ai), open the **Automations** tab and create a new automation.

2. Choose a trigger that runs when you capture a new content extract (for example, from a form, webhook, or a Notion page update).

3. Paste and adapt this instruction:

```
A new content extract was captured.

Goal:
Write a blog post from the extract below.

Process:
1. Generate 1 16:9 illustration for the header of the blog post.
2. Generate 3 additional illustrations in different formats to illustrate the article.
3. Write the full article and save it to my Blog database.

Rules:
- Do not use H1 titles.
- The blog post cannot start with a title.
- Insert images in the main content of the Notion page.
- Do not sign the blog post.
- Write in the voice of Flo, the founder and creator of Notis.
```

### Competitor comparison posts

Use this automation when you regularly publish “Notis vs X” articles.

1. Create a simple database to track your competitors.

2. In the [Notis portal](https://app.notis.ai), create a new webhook automation.

3. Set up this webhook to fire every time a new entry is added in your competitors’ database.

4. Paste and adapt this instruction:

```
Create a blog post comparing the competitor below against Notis.

Requirements:
- Do deep research on the competitor: features, pricing, integrations, reviews, workflows, limitations, and target audience.
```

### Draft a newsletter from the latest release

Use this automation to turn your latest published changelog into a ready-to-send newsletter.

1. Create a simple database to track your changelog.

2. In the [Notis portal](https://app.notis.ai), create a new webhook automation.

3. Set up this webhook to fire every time a new entry is added in your changelog database.

4. Paste and adapt this instruction:

```
Draft the latest release newsletter.

Requirements:
- Gather the linked features and bugs for the draft release.
- Add a short section with relevant AI news since the last release.
- Generate a header image for the release.
- Use a clear structure: intro, main features, other small improvements, AI news.
```

## Pro tips

* **Reference existing content**: "Write in the same style as my last blog post".

* **Specify research depth**: "Do deep research" triggers comprehensive analysis.

* **Include internal context**: "Check my Notion workspace for relevant data".

* **Batch images**: Request a hero image and a social preview in one go.


# Brain Dumps
Source: https://help.notis.ai/guides/brain-dumps

A practical, step-by-step guide to using Notis brain dumps to offload mental load, reduce anxiety, and turn scattered thoughts into organized, actionable notes in Notion.

<iframe title="Brain Dumps" />

### Why brain dumps work

Your brain is great at thinking, not storing. When you keep reminders, ideas, and worries in your head, your brain burns energy trying not to forget them. Offloading them into a trusted system lowers cognitive load and frees attention. Notis makes this effortless with fast voice capture and automatic organization into Notion.

### The 5‑minute daily brain dump

1. Open Notis

2. Say: “Hey Notis, start a brain dump”

3. Speak freely for 60–120 seconds. Don’t self-edit. Examples:

* Loose tasks: “Pay electricity bill, book dentist, send draft to Alex”

* Open loops: “Concern about missing analytics events in onboarding”

* Ideas: “Short video on turning voice dumps into tasks”

* Notes to self: “Remember: travel adapter type L for Italy”

1. End with: “Done. Create all the tasks and notes.’”

2. Notis handles the rest.

<Tip>
  Prefer voice. Speaking keeps pace with thought and reduces friction.
</Tip>

### Weekly reset (10–20 minutes)

* Review this week’s dumps and star the most valuable insights

* Merge duplicates, archive stale items

* Promote 1–3 ideas into small experiments for next week

* Check that every open loop has a next step or is explicitly parked

### Voice capture scripts you can use

> “Hey Notis, capture tasks: renew passport, schedule demo with Notis team, outline Q4 post ideas”

> “Hey Notis, note titled ‘Trip prep’ with: buy adapter type L, download offline maps, share itinerary with family”

### Setting up automations for brain dumps

Automations can streamline your brain dump practice, ensuring you maintain the habit and maximize its benefits. Here's how to set up effective automations with Notis:

1. Open Notis and say: "Hey Notis, set a recurring reminder for brain dumps"

2. Specify your preferred time: "Every day at 9 AM" or "Weekdays at 7 PM"

3. Notis will send you notifications at your scheduled times


# Bug Reporting
Source: https://help.notis.ai/guides/bug-reporting

Create detailed bug reports from voice notes and screenshots. Notis logs issues in Linear and syncs them to your Notion Bugs database automatically.

## Quick start: say this

> *There's a UI bug on my dashboard. The Create button is duplicated.*

> *Log this as a bug in Linear and my Notion Bugs database.*

> *Assign BUG-142 to Camille and mark it as high priority.*

Notis creates comprehensive bug reports from your screenshots and descriptions.

## Bug reporting workflow

### 1. Capture the bug

Send a screenshot and describe what's wrong:

> *The 'Create Automation' button is duplicated and overlapping the sidebar.*

Notis analyzes the screenshot and identifies the visual issue.

### 2. Provide reproduction steps

Notis asks clarifying questions:

* Which browser and device?

* What steps lead to this screen?

* Does it happen every time?

Answer by voice or text:

> *I'm using Chrome on Mac. Go to the login page, then the Automations page, resize the window to half width, and the button duplicates. It happens every time.*

### 3. Bug created in Linear + Notion

Notis creates synchronized entries:

**In Linear:**

* **BUG-142** – "Create Automation button duplicated on dashboard at small widths"

* Status: Triaged

* Full steps to reproduce

* Screenshot attached

**In Notion Bugs database:**

* Mirrored entry with same details

* Linked to Linear issue

* Screenshot preserved

### 4. Assign and prioritize

Update the bug without leaving your chat:

> *Assign BUG-142 to Camille.*

> *Mark it as High priority.*

> *Add label: UI, Responsive.*

Notis updates both Linear and Notion simultaneously.

## Set up your Bugs tracker

Connect your bug tracker in the [Integrations](https://app.notis.ai/integrations) tab, or use the [bug tracker](/get-started/notion) included in the Notis Second Brain template.

<Warning>
  If you choose to use a bug tracker like Linear or Jira, make sure to delete the bug tracker database in the Notis Second Brain template to avoid any conflicts.
</Warning>

<Tip>
  If you want to enforce a template for reporting bugs or creating new user stories, you can modify the Features and Bugs database description to enforce a template and ask Notion to collect all relevant information before creating a new entry. Here’s an example:

  ```
  Bug Report Format
  Title: Short summary.
  Description: What’s the problem?
  Steps to Reproduce: Numbered steps.
  Expected Result: What should happen?
  Actual Result: What happened instead?
  Environment: (e.g., OS, version)
  Screenshots/Logs: (Optional)

  Feature Request Format
  Title: Short summary.
  Description: What’s the feature?
  Use Case: Why is it useful?
  Additional Details: (Optional)

  If any information is missing, ask the user before creating new entries, as we don't want vague bug reports or vague user stories. You are responsible for ensuring you get all the context (e.g., steps to reproduce) before creating a new entry.
  ```
</Tip>

## Recommended Integrations

| Integration       | What it enables                 | Examples                    |
| ----------------- | ------------------------------- | --------------------------- |
| **Bug Tracker**   | Bug tracking, sprint management | Linear, Jira, GitHub Issues |
| **Communication** | Notify team of new bugs         | Slack, Discord, Gmail       |

## Automations

### Comment received → keep the issue clean

When a comment is added to an issue in Linear, Notis extracts the actionable information and keeps the issue up to date.

**Trigger:** Comment Received Trigger

1. Go to the **Automations** tab in the Notis portal and create a new automation.

2. Select **Linear** and set the trigger to **Comment Received Trigger**.

3. Paste the instruction below (feel free to customize):

```
A comment was received on a Linear issue.

Goal: extract any new actionable info and keep the issue updated.

1) Summarize the comment in 1–3 bullets.

2) If the comment includes:
- new repro steps → propose a clean repro section
- environment details → capture them
- urgency/customer impact → propose priority/label updates (Customer, Escalation, Regression)

3) Update the Linear issue with:
- A concise comment summary (or add to description if appropriate)
- Any new labels if clearly justified

Output:
### Comment summary
- ...

### Proposed issue updates
- ...
```

## Pro tips

* **Screenshot first**: Visual context helps Notis understand the issue faster.

* **Be specific**: "Button duplicated" is better than "something's wrong".

* **Mention frequency**: "Every time" vs "sometimes" affects priority.

* **Include environment**: Browser, OS, and device matter for debugging.


# Chat with Document
Source: https://help.notis.ai/guides/chat-with-document

Upload PDFs, contracts, decks, or spreadsheets and ask Notis anything about them. Notis treats the document as your active knowledge base, then saves the answers back into Notion.

## Quick start: speak these

> *Send a PDF, image, or document to Notis.*

> *Summarize this contract in five bullets.*

> *What are the renewal terms hidden in this document?*

> *Compare this PDF with my Notion product brief.*

> *Save the key takeaways to my Notes database.*

Notis turns any document you send into an interactive knowledge source — no copy-pasting, no re-uploading.

## Chat-with-document workflow

### 1. Send the document

Forward or attach a file directly in any Notis channel — WhatsApp, Telegram, iMessage, Slack, or email:

> *Here's the contract our supplier sent over.*

> *Forwarding the investor deck for review.*

> *Adding the latest market report PDF.*

Notis accepts PDFs, Word docs, spreadsheets, slides, plain text, and images. Once received, the document temporarily replaces your Notion workspace as the main context for the conversation.

<Tip>
  Add an instruction in the same message to skip a round-trip — for example "*Summarize this and pull out every commercial term.*"
</Tip>

### 2. Ask anything about the content

Treat the document like a knowledgeable colleague:

> *What's the termination clause?*

> *List every deliverable and its deadline.*

> *Who are the stakeholders mentioned?*

> *Translate the executive summary into French.*

Notis answers from the document content, citing the relevant section or page when useful.

### 3. Combine with your workspace

Pull in your Notion data alongside the document:

> *Compare this proposal with the one we sent last quarter (in my Documents database).*

> *Cross-check these numbers against my CRM.*

> *Match the action items to existing tasks in my Tasks database.*

Notis blends document context with your workspace — the document stays in scope until you move on to a new topic.

### 4. Bring the document back later

Reply to the original document message any time to reactivate its context:

> *(reply to the contract message)* *Remind me what the SLA was?*

Notis re-loads the document into the active conversation. The same trick works for any past message — replying restores the context that was discussed at that point.

### 5. Save the output to Notion

Persist anything useful:

> *Save the summary to my Notes database.*

> *Create tasks for every action item in this document.*

> *Add the contract details to my Contracts database.*

Notis writes the structured output into the right Notion database based on what you ask for.

## Set up your Documents database in Notion

The Notis Second Brain template includes a [Documents database](/get-started/notion) where Notis can save uploaded files and the notes generated from them.

<Tip>
  Add a description to the database telling Notis when to file things there — for example: "*Save here every contract, brief, or PDF I share with you, along with a short summary."* Field-level descriptions sharpen the storage logic even further. [Not sure how to do this?](/get-started/notion)
</Tip>

## Recommended Integrations

| Integration            | What it enables                                       | Examples                       |
| ---------------------- | ----------------------------------------------------- | ------------------------------ |
| **Documents Database** | Store source files and generated summaries            | Notion                         |
| **Notes**              | Save key takeaways and quotes                         | Notion                         |
| **Tasks**              | Turn action items from the document into tracked work | Notion, Todoist, Asana         |
| **CRM**                | Attach a document to the relevant lead or account     | HubSpot, Pipedrive, Salesforce |
| **Email**              | Forward attachments straight to Notis                 | Gmail, Outlook                 |

## Automations

### Auto-summarize forwarded documents

Use this automation when you regularly forward contracts or briefs and want a clean summary in Notion every time.

1. In the [Notis portal](https://app.notis.ai), open the **Automations** tab and create a new automation.

2. Set the trigger to **Email Received** with a dedicated address (or use a shared inbox label).

3. Paste and adapt this instruction:

```
A document was forwarded by email. Your goal is to file it cleanly.

Steps:
1. Identify the document type (contract, proposal, report, brief, deck, other).
2. Extract:
 - Title / subject
 - Counterparty or author
 - Effective date / sent date
 - Key terms, deadlines, amounts, or action items
3. Save the document and its summary to my Documents database.
4. If the document contains action items, create tasks in my Tasks database with due dates.
5. Send me a 5-bullet summary in chat.

Tone: clear, factual, no marketing language.
```

This way every forwarded file lands in Notion with a summary, without you lifting a finger after forwarding.

## Pro tips

* **One document at a time**: Notis focuses on the most recent attachment. To compare two documents, ask a single question that references both.

* **Reply to bring context back**: Even days later, replying to the original message reactivates the document's context.

* **Use voice mode**: While reading on the go, ask follow-up questions by voice — Notis will read its answer back to you.

* **Mix internal and external sources**: "*Use this PDF and my Brand Kit page in Notion.*" Notis pulls from both at once.

* **Sensitive documents**: Documents are processed in the conversation context only and aren't permanently stored unless you explicitly save them to a database.


# Coding Agents (via Cursor)
Source: https://help.notis.ai/guides/coding-agents-via-cursor

Manage Cursor's cloud coding agents from Notis — start work, check progress, and send follow-ups from Telegram, WhatsApp, iMessage, Slack, or email.

Cursor can run cloud coding agents that work on your repositories in the background. Connect them to Notis and you can start an agent, see how it's doing, and send follow-up instructions from wherever you already chat — Telegram, iMessage, WhatsApp, Slack, or email.

<Note>
  An earlier version of this guide used a partner service (Ogment.ai) to turn Cursor's API into an MCP server. That service is no longer offered, so this guide now uses Notis' built-in MCP support instead.
</Note>

## What you'll need

* A Cursor account that can run cloud agents

* An MCP server that exposes Cursor's coding agents (see Step 2)

* Notis with MCP support

## Step 1: Get your Cursor API key

1. Go to your Cursor dashboard

2. Open **Integrations**

3. Create a new API key and copy it — the MCP server will use it to talk to Cursor on your behalf

## Step 2: Pick an MCP server for Cursor

Cursor doesn't offer an official MCP server for managing its cloud agents, but community-built ones exist — you'll find them on MCP directories like [cursor.directory](https://cursor.directory). Any server built on Cursor's Agents API works; look for one with tools to launch an agent, check its status, and send follow-ups.

These servers come in two flavors, and Notis supports both:

* **Hosted** — the server runs on the internet and gives you a URL.

* **Runs on your computer** — the server's instructions give you a small command to run, and it works right on your machine.

## Step 3: Connect it to Notis

**If your server is hosted:**

1. Open Notis → Settings → Integrations → **Add MCP**

2. Configure it:

* **Name:** Cursor

* **Instructions:** Describe when this MCP should be used (e.g., "Use this to manage my coding agents")

* **URL:** Paste the server URL

1. If the server asks for your API key, add it as a header or token in the connection settings

2. Select or deselect the tools you want enabled

3. Click **Save**

See [MCP](/get-started/integrations/mcp) for the full walkthrough.

**If your server runs on your computer:**

Use [Local MCP](/your-computer/local-mcp) instead — it's included with Ultra and needs the Notis desktop app. Add the MCP with the **stdio** transport, enter the command and arguments from the server's instructions, and put your Cursor API key in **Environment variables** so it stays masked.

## You're done!

Ask Notis things like "start a coding agent on my repo to fix the login bug", "how's my coding agent doing?", or "tell the agent to also update the tests" — directly from:

* Telegram

* iMessage

* WhatsApp

* Slack

* Email

<Tip>
  This works for any coding agent, not just Cursor. If a vendor offers an MCP server — hosted or on your computer — you can plug it into Notis the same way and drive it from any chat app.
</Tip>


# CRM Updates
Source: https://help.notis.ai/guides/crm-updates

Log calls, scan business cards, update lead statuses, and plan follow-ups in your CRM from a single voice message. Works with HubSpot, Pipedrive, and Notion.

## Quick start: speak these

> *Update Jane's lead status to Interested in HubSpot.*

> *Log a call with Jane: 15-minute chat about workflow improvements.*

> *Create follow-up tasks for Jane.*

Notis keeps your CRM updated without you ever opening it.

## CRM workflow with Notis

### 1. Capture new contacts

Send a business card photo or dictate contact details:

> *Add new lead from this business card*

Notis extracts and creates:

* **Name**: Jane Doe

* **Company**: InnovateCo

* **Email**: [jane.doe@innovateco.com](mailto:jane.doe@innovateco.com)

* **Phone**: +34 612 345 678

* New lead created in HubSpot

### 2. Update lead status

Change statuses hands-free:

> *Update Jane Doe's status to Interested.*

> *Move John to Qualified.*

> *Mark Acme Corp as Won.*

### 3. Log calls and meetings

Capture call notes by voice:

> *Log a call with Jane: 15-minute discussion about workflow improvements. She's eager to see a demo.*

Notis records:

* Call duration

* Key topics discussed

* Sentiment and interest level

* Next steps mentioned

### 4. Create follow-up tasks

Never forget a follow-up:

> *Create follow-up tasks for Jane.*

> *Remind me to send the proposal to John on Friday.*

Notis creates in your CRM:

1. Send demo invitation email

2. Prepare tailored demo

3. Schedule meeting for next Thursday

### 5. Draft follow-up emails

Personalized outreach in seconds:

> *Draft a follow-up email to Jane with our best case study.*

Notis will:

* Pull the most relevant case study from your Notion workspace

* Draft an email tailored to their needs

* Reference your previous conversations

## Set up your CRM connection

Connect your CRM in the [Integrations](https://app.notis.ai/integrations) tab or use the [CRM database](/get-started/notion) included in the Notis Second Brain template.

<Warning>
  If you choose to use your own CRM, like HubSpot, Salesforce, or Pipedrive, make sure to delete the CRM database in the Notis Second Brain template to avoid any conflicts.
</Warning>

## Recommended Integrations

| Integration           | What it enables                                          | Examples                                             |
| --------------------- | -------------------------------------------------------- | ---------------------------------------------------- |
| **CRM**               | Contact management, deal tracking                        | HubSpot, Pipedrive, Salesforce                       |
| **Email**             | Draft follow-ups, email history                          | Gmail, Outlook                                       |
| **Task Manager**      | Create follow-up tasks                                   | Todoist, Notion, Asana                               |
| **Documents**         | Find relevant case studies to include in your follow-ups | Notion, Google Drive                                 |
| **Calendar**          | Schedule meetings with leads                             | Google Calendar, Outlook                             |
| **Meeting Scheduler** | Book a meeting link for a lead                           | [Cal.com](http://Cal.com), Google Calendar, Calendly |
| **Online Meeting**    | Meeting links                                            | Zoom, Google Meet                                    |

## Automations

### Stage-change follow-up pack

When a deal moves stages (for example from *Qualified* to *Demo scheduled*), Notis automatically prepares the next best actions so nothing slips.

**Trigger:** Deal Stage Updated

1. Go to the **Automations** tab in the Notis portal and create a new automation.

2. Select your CRM (HubSpot / Pipedrive / Salesforce) and set the trigger to **Deal Stage Updated**.

3. Paste the instruction below (feel free to customize):

```
A CRM deal stage was updated.

Your job: create a "follow-up pack" for the user based on the deal + new stage.

Inputs you can rely on:
- Deal name
- Deal stage (new stage)
- Company
- Primary contact (if present)
- Deal amount / close date (if present)
- Any notes passed in the trigger payload

Steps:
1) Summarize what changed:
- Deal:
- Company:
- New stage:
- Key fields (amount, close date, owner, last activity if available)

2) Decide what should happen next based on the stage:
- If stage suggests a meeting/demo is next:
  - Create tasks: "Send agenda", "Confirm attendees", "Prep deck", "Collect requirements"
  - Draft a short email proposing times + including a meeting link (if available)
- If stage suggests proposal/contract:
  - Create tasks: "Prepare proposal", "Internal review", "Send proposal", "Follow up in 48h"
  - Draft a follow-up email referencing the proposal and clear next step
- If stage is "Closed Won":
  - Create tasks: "Handoff to onboarding", "Kickoff meeting", "Invoice setup"
  - Draft a congratulations + next steps email
- If stage is "Closed Lost":
  - Create tasks: "Capture loss reason", "Set reminder to reconnect in 90 days"
  - Draft a polite close-out email asking for feedback

3) Create the tasks in the user’s preferred task system (or Notion Tasks if unspecified).
Each task must include:
- A clear title
- A due date suggestion (relative, e.g. "tomorrow" or "in 2 days")
- A short note that includes the deal + stage context

4) Draft ONE email the user can send immediately.
Requirements:
- 5–10 lines max
- Specific next step
- Use deal + stage context
- If contact name is missing, write it generically ("Hi there,")

Output format:
### Deal update
- ...

### Tasks created
1) ...
2) ...

### Draft email
Subject: ...
Body:
...
```

## Pro tips

* **Be specific with names**: "Jane Doe at InnovateCo" helps Notis find the right record.

* **Mention interest signals**: "She's eager" or "not interested yet" updates sentiment.

* **Reference time**: "15-minute call" or "met at the conference" adds valuable context.

* **Batch updates**: Log multiple interactions in one voice note.


# Help Center (via HelpKit)
Source: https://help.notis.ai/guides/help-center-via-helpkit

A step-by-step guide to automating your help center and documentation using Notion, HelpKit, and Notis. Learn how to structure your knowledge base, publish a professional help portal, and automate updates with AI—ideal for founders and teams who want maximum leverage with minimal overhead.

[https://youtube.com/live/R2SVhD0XTCM?feature=share](https://youtube.com/live/R2SVhD0XTCM?feature=share)

> *"Building a second brain in Notion isn't just about storage—it's about creating leverage and supercharging productivity with the right third-party tools." — Flo*

## Introduction

Creating and maintaining a professional help center or documentation portal is a pain point for many founders and teams—especially when you want everything centralized in Notion. This guide shows you how to automate your help center using Notion and HelpKit, making your knowledge base both powerful and beautiful, and unlocking new productivity gains with Notis.

## What You'll Learn

* Why centralizing documentation in Notion is a game-changer

* How to publish a professional help center using HelpKit

* Step-by-step setup: from Notion to a polished public help site

* How to structure your Notion workspace for automation and AI

* Integrating Notis for automated content creation and updates

* Best practices, gotchas, and advanced tips

## Prerequisites

* A Notion workspace with your documentation or knowledge base content

* Create an account on to [HelpKit](https://helpkit.so/?via=florian)

* (Optional) Notis account for automating content creation and updates

## Step 1: Why Notion as Your Documentation Hub?

* Notion acts as your "second brain," centralizing all product knowledge, guides, and reference material.

* Having everything in Notion enables advanced AI workflows (like Notis) and ensures your content is always up to date and in your voice.

* The challenge: Notion alone can't publish a truly professional-looking help center. Enter third-party tools.

## Step 2: Meet HelpKit — The Missing Link

* HelpKit transforms your Notion databases into a beautiful, SEO-optimized, fully-featured help center or documentation portal.

* Key features:

  * Direct Notion integration (no copy-pasting)

  * Custom domain, branding, and SEO controls

  * Responsive design, analytics, multi-language support

  * AI-powered search and feedback collection

* Why HelpKit? Unlike generic Notion-to-website tools, it specializes in documentation and gets the details right (database structure, search, etc.).

## Step 3: Setting Up HelpKit With Notion

1. **Duplicate the HelpKit Template**: Start by duplicating their Notion template into your workspace.

2. **Organize Your Databases**: Structure your knowledge base with clear parent/child databases (e.g., Docs > Get Started > Articles). This is crucial for both HelpKit and Notis compatibility.

3. **Connect to HelpKit**: Authorize HelpKit to access your Notion workspace. Select the top-level database as your knowledge source.

4. **Customize Your Portal:**

* Add your logo, brand colors, and font.

* Configure the layout (sidebar, home page, etc.).

* Set up custom domain and SEO settings.

1. **Publish:** With one click, your Notion content is live as a professional help center.

## Step 4: Advanced Configuration & Best Practices

* **SEO:** HelpKit auto-generates sitemaps and handles most SEO basics. However, per-page SEO fields are limited—keep titles and descriptions concise and relevant.

* **Branding:** Leverage custom CSS/JS for advanced tweaks (e.g., removing unwanted UI elements, injecting analytics, or chat widgets like Intercom).

* **Feedback & Analytics:** Use built-in feedback or integrate with your own stack via custom scripts.

* **Multi-language:** Available on higher plans; consider your audience before investing.

* **Syncing:** Manual sync is required on lower tiers; automate if you upgrade.

* **Limitations:** You can't fully customize slugs or deep SEO fields per page—plan accordingly.

## Step 5: Integrating With Notis for Automated Docs

* Notis can read your database structure and automate content creation, updates, and curation.

* Add clear instructions in your [Notion database descriptions](https://www.notion.so/23b6f212c58c8096b3dac54303bc12d9) for Notis (e.g., preferred article structure, formatting rules).

* Example workflow:

  1. Record a voice note or send a WhatsApp/Telegram message to Notis

  2. Notis drafts a new article in your Notion knowledge base, following your structure

  3. Sync with HelpKit to publish

* This enables you to scale your help center with minimal manual effort and ensures consistency.

<Tip>
  The real power comes from combining Notion (for content), HelpKit (for publishing), and Notis (for automation and AI-driven updates). This trio can handle what used to take a small team—now, a single founder can manage it all.
</Tip>


# Manage Expenses
Source: https://help.notis.ai/guides/manage-expenses

Extract all information from receipt photos and categorize them into clear expense summaries in Notion. Submit expenses to clients with a single message.

## Quick start: speak these

> *This expense is for Acme Corp – Product Launch Offsite.*

> *Mark this as billable.*

> *Draft an email to submit this expense to the client.*

Notis reads receipts, extracts details, and helps you submit expenses.

## Expense management workflow

### 1. Snap a photo

Send a photo of your receipt to Notis:

> *📸 Send receipt photo*

Notis extracts:

* Merchant: **La Marina Restaurant**

* Date: **24 Nov 2025**

* Amount: **€86.40**

* Payment method: **Visa •••• 1234**

### 2. Add context

Specify the client and project:

> *This is for Acme Corp – Product Launch Offsite.*

> *Mark this as billable.*

> *Category is Meals & Entertainment.*

Notis will update the expense with:

* Client association

* Project linkage

* Category classification

* Billable status

### 3. Submit expenses

Once your expense is categorized, you can submit it:

> *Draft an email to submit this expense to the client.*

> *Send the expense report to *[*accounts-payable@acmecorp.com*](mailto:accounts-payable@acmecorp.com)*.*

Notis will:

* Draft a professional email

* Attach the original receipt

* Save it to your Gmail drafts for review

## Set up your Expenses tracker

The Notis Second Brain already contains an [**Expenses**](/get-started/notion) database set up for you.

<Warning>
  If you choose to use an accounting tool such as QuickBooks or Xero, make sure to delete the bug tracker database in the Notis Second Brain template to avoid any conflicts.
</Warning>

## Recommended Integrations

| Integration               | What it enables                                      | Examples         |
| ------------------------- | ---------------------------------------------------- | ---------------- |
| **Expense Database**      | Store and categorize expenses                        | Notion           |
| **Email**                 | Submit expenses to clients                           | Gmail, Outlook   |
| **Accounting** (optional) | Push reconciled expenses into your accounting system | QuickBooks, Xero |

## Automations

### Weekly “expenses to review” digest (Schedule)

Set this up if you want a weekly cleanup pass on uncategorized or incomplete expenses.

**Trigger:** Schedule → Every Friday at 5pm

1. In the Notis portal, go to **Automations**.

2. Create a new **Scheduled automation**.

3. Set the schedule to **Friday at 5pm**.

4. Paste the instruction below:

```
You are running a weekly expense review.

Goal:
Identify expenses that need user attention and produce a concise digest.

Steps:
1) Find all Expenses created in the last 14 days.
2) Filter to entries with missing or suspicious data, such as:
- Missing Category
- Missing Merchant
- Missing Date
- Missing Amount
- Missing Receipt attachment
- Marked Billable but missing Client/Project
3) Produce a digest grouped by problem type.
4) For each item, include: Merchant (or “Unknown”), Amount (or “Unknown”), Date (or “Unknown”), and a Notion link.

Output format:
### Weekly expense review
#### Missing receipt
- ...

#### Missing category
- ...

#### Billable but missing client/project
- ...

Finish with:
### Suggested next actions
- 3–7 bullets max
```

## Pro tips

* **Batch receipts**: Send multiple receipts in one session, categorize at the end.

* **Default projects**: Tell Notis your current project to auto-assign.

* **Currency handling**: Notis detects currency from the receipt automatically.

* **Keep originals**: Notis saves the receipt image to the Notion entry.


# Manage Meetings
Source: https://help.notis.ai/guides/manage-meetings

Get meeting briefs before calls, capture follow-ups by voice, and let Notis create tasks and draft emails from your meeting notes.

<iframe title="Manage Meetings" />

## 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.

<Tip>
  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.
</Tip>

## 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 &lt;user name&gt;, you've got a meeting in 30 minutes with &lt;invitees&gt;. 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:

<img alt="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 alt="IMG_4F752DFF83E2-1.jpeg" />

### 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."

<img alt="CleanShot 2026-01-22 at 18.20.01@2x.png" />

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.

<Tip>
  Use "Send request for most recent meeting" in Circleback to test the automation with your last call.
</Tip>

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.


# Media Buying
Source: https://help.notis.ai/guides/media-buyer

Run paid acquisition end-to-end with Notis: brainstorm creatives, generate variants on-brand, launch campaigns on Meta and Google, and analyze performance — all through natural language.

## Quick start: speak these

> *Generate three ad variations for our latest feature, on-brand with my Brand Kit.*

> *Launch a \$20/day prospecting campaign for joes-pizza-austin.com targeting Austin, TX.*

> *Show me last week's ROAS by creative across all my Meta ad accounts.*

> *Pause every ad set with CPM above \$25 and CTR below 1%.*

Notis is your media buyer's command line: creative, distribution, and analytics from one chat thread.

## How media buying with Notis works

Notis splits the work into two layers:

* **Creation layer** — brainstorming hooks, generating images and copy, drafting variations, and storing approved creatives in Notion.

* **Distribution layer** — launching, pausing, optimizing, and reporting on actual campaigns inside Meta or Google Ads.

You stay in chat. Notis routes the work to the right tool depending on what you ask.

## Pick your distribution stack

Notis connects to three different ad management providers (and supports the Notion-only flow for creative generation). Each has a focused guide:

| Setup                                              | Best for                                                                | Strengths                                                          | Limitations                                                             |
| -------------------------------------------------- | ----------------------------------------------------------------------- | ------------------------------------------------------------------ | ----------------------------------------------------------------------- |
| [via Notion](/guides/media-buyer-via-notion)       | Creative ideation, brand-safe ad generation, organized library          | No third-party fee, full creative control, easy review             | No campaign launch — pair with one of the others below for distribution |
| [via Pipeboard](/guides/media-buyer-via-pipeboard) | Meta Ads management with deep analytics                                 | Hosted MCP server, 30+ tools, advanced budget and audience tooling | Meta only, third-party data routing                                     |
| [via ZuckerBot](/guides/media-buyer-via-zuckerbot) | URL-to-campaign creation with AI-generated creatives and audience tiers | Intelligence mode, creative generation, sandbox keys               | Meta only                                                               |
| [via AdKit](/guides/media-buyer-via-adkit)         | Meta + Google Ads with a draft-first safety layer                       | Cross-platform, draft review, keyword tooling                      | Newer integration                                                       |

If you're not sure where to start, follow the **Notion** flow for creative work and add **Pipeboard** for distribution.

## End-to-end workflow

### 1. Build the brief

Send your context as a voice note or text:

> *We're launching a new feature called Voice Mode. Audience is busy founders. Tone: confident, no jargon. Brand colors: #24D366 and white.*

Notis turns that into a working brief and asks any clarifying questions.

### 2. Generate creatives

Use the Notion-based flow to generate on-brand assets:

> *Create three ad variations for Voice Mode using my Brand Kit. Save them in my Ads database with copy and image.*

Notis pulls your Brand Kit, generates the visuals, drafts the copy, and stores entries in your **Ads** database — ready for review.

### 3. Review and approve

Open the Notion **Ads** database and approve the variants you want to ship. Approved ads are flagged as ready for distribution.

<Tip>
  Add a "Status" property (Draft / Approved / Live / Paused) to your Ads database so Notis knows which creatives are ready to launch.
</Tip>

### 4. Launch the campaign

Once you're ready, hand the approved creatives to your distribution stack:

> *Launch a traffic campaign on Meta with the three approved ads. \$30/day budget, prospecting audience in the US, paused until I activate.*

Depending on which integration you've connected, Notis routes the request to Pipeboard, ZuckerBot, or AdKit. Campaigns are created **paused** by default — nothing spends until you say "activate".

### 5. Monitor and optimize

Get reports without opening the ad platform:

> *What's my ROAS on the Voice Mode campaign this week?*

> *Compare CPM and CTR across the three creatives.*

> *Which ad set is underspending its daily budget?*

> *Pause every ad with CTR below 0.8% over the last 7 days.*

Notis pulls live data and can take the action in the same message.

### 6. Iterate on winners

Reinforce what's working:

> *Take the top creative and generate three new variations with different hooks.*

> *Boost the budget on the winning ad set by 30%.*

> *Build a lookalike audience based on the converters.*

The cycle restarts — but now informed by real performance data.

## Set up your Ads database in Notion

Whichever distribution flow you pick, an **Ads database** in Notion is your single source of truth for creative.

The Notis Second Brain template includes one. To customize, add at minimum:

* Title — ad name
* Text — copy
* Files — original creative (reference) and new creative (Notis output)
* Select — status (Draft / Approved / Live / Paused)
* Relation (optional) — campaign

<Tip>
  Paste your Brand Kit Notion link inside the Ads database **description** so Notis pulls colors, fonts, and logos automatically on every generation. See the [via Notion](/guides/media-buyer-via-notion) guide for the full setup.
</Tip>

## Recommended Integrations

| Integration      | What it enables                                  | Examples                      |
| ---------------- | ------------------------------------------------ | ----------------------------- |
| **Ads Database** | Creative library and status tracking             | Notion                        |
| **Brand Kit**    | Colors, fonts, logos for on-brand generation     | Notion page                   |
| **Meta Ads**     | Launch and manage Facebook + Instagram campaigns | Pipeboard, ZuckerBot, AdKit   |
| **Google Ads**   | Launch and manage Google search + display        | AdKit                         |
| **Analytics**    | Cross-channel performance                        | PostHog, GA4 (via custom MCP) |

## Automations

### Weekly creative refresh

Run this every Monday so your accounts never run on stale creatives.

1. In the [Notis portal](https://app.notis.ai), create a scheduled automation for **Every Monday at 9:00 AM**.

2. Paste and adapt:

```
Audit my live ads from the last 14 days.

Steps:
1. Pull every active ad with its key metrics: spend, CTR, CPM, frequency, ROAS.
2. Flag ads where:
 - Frequency > 3
 - CTR has dropped > 25% week-over-week
 - ROAS is below my target (replace with your target)
3. For each flagged ad, generate two new creative variants on-brand using my Brand Kit.
4. Save the new variants to my Ads database with status "Draft".
5. Send me a chat summary: which ads are tired, which variants are ready for review.

Do not launch anything automatically. Always wait for my approval.
```

### Daily performance digest

Start each morning with the numbers that matter.

1. Create a scheduled automation for **Every weekday at 8:00 AM**.

2. Paste and adapt:

```
Send me yesterday's paid media performance.

Pull from all connected ad accounts (Meta, Google):
- Total spend
- Total revenue (if conversion tracking is set)
- Top 3 performing ad sets (by ROAS)
- Bottom 3 performing ad sets (by ROAS)
- Anything spiking or crashing more than 30% vs. 7-day average

Format as a short voice note I can listen to during my commute.
```

## Pro tips

* **Always start paused**: Every distribution provider supports paused-by-default. Use it. Review before money flows.

* **Brand Kit first**: Pasting a Brand Kit Notion link in your Ads database description makes every generation 10x more on-brand.

* **One creative concept per ad set**: Mixing concepts inside a single ad set muddies the data. Let Notis split them automatically.

* **Sandbox keys for testing**: Both ZuckerBot and AdKit offer test keys — use them to try campaign creation flows without spending real money.

* **Tag everything**: Ask Notis to add UTMs and naming conventions consistently so reporting later is painless.

* **Combine providers**: You can connect Pipeboard for analytics and ZuckerBot for creation simultaneously — Notis picks the right tool per task.


# Meta and Google Ads Management (via AdKit)
Source: https://help.notis.ai/guides/media-buyer-via-adkit

Learn how to connect AdKit's Meta Ads and Google Ads MCP servers to Notis so you can create campaigns, manage creatives and keywords, analyze performance, and optimize budgets for Facebook, Instagram, and Google Ads — all with a draft-first safety layer.

Use [AdKit's](https://adkit.so?atp=XQfk5u) MCP servers to let Notis create and manage your Facebook, Instagram, and Google Ads campaigns — with a draft-first safety layer so nothing goes live until you approve.

## What this setup does

In this setup, **Notis handles the conversation**: you describe what you want to advertise, your goals, and your budget in natural language. **AdKit handles the ad infrastructure**: it sits between your AI agent and Meta/Google's ad platforms, translating prompts into campaign drafts with creatives, targeting, keywords, and bids — all reviewable before publishing.

<Tip>
  That split is important: Notis is your command layer, while AdKit is your safe execution bridge to Meta and Google Ads. Everything is a draft first — nothing touches your live account until you explicitly approve.
</Tip>

## Why AdKit

* **Draft-first safety layer** — Every campaign, ad set, keyword, and bid change is a draft. Review in AdKit's dashboard before publishing. Your agent never touches your live account directly.

* **Reviewed Meta Tech Partner** — AdKit connects to Meta the same way Hootsuite and Sprout Social do, using the official Marketing API.

* **Full read + write for Google Ads** — Google's own MCP is read-only. AdKit adds write access with drafts in between.

* **Built for AI agents** — Built-in error handling, request validation, and rate limiting so your agent doesn't send bad calls.

* **Multi-platform** — Manage both Meta Ads and Google Ads from one tool.

* **Ad Library** — 300k+ competitor ads to research what's working in your space.

* **AI Creative Generation** — Generate static ads from text prompts.

## Prerequisites

* A Notis workspace with access to custom MCP connections

* An [AdKit](https://adkit.so?atp=XQfk5u) Pro account (\$49/month, 7-day trial available)

* A Meta Ads / Facebook Business account (for Meta Ads)

* A Google Ads account (for Google Ads)

## Step 1: Create your AdKit account

1. Go to [adkit.so](https://adkit.so?atp=XQfk5u) and sign up for a Pro plan.

2. Connect your **Meta Ads** account and/or **Google Ads** account when prompted.

## Step 2: Add AdKit as a custom MCP in Notis

AdKit provides separate MCP endpoints for Meta and Google. You can add one or both.

1. Open the [Notis Portal](https://app.notis.ai) and go to **Settings → Integrations**.

2. Click **Add MCP**.

3. **Name:** Enter `AdKit`.

4. **Description:** Give Notis context on when to use this MCP. For example:

*"Use AdKit to create Google, Facebook and Instagram ad campaigns, manage creatives, analyze performance, research competitors, and optimize budgets. All changes are drafts first — nothing goes live until approved. Can also access the Ad Library for competitor research and generate AI creatives."*

1. **Server URL:** Use the AdKit MCP [app.adkit.so/api/mcp](http://app.adkit.so/api/mcp)

2. **Authentication:** Follow AdKit's setup instructions — typically handled through your AdKit session or an API token.

3. Click **Save**.

Once saved, AdKit's tools are available to Notis across all your channels — WhatsApp, Telegram, iMessage, Slack, email, and Voice Mode.

## Step 3: Verify the connection

Test with simple prompts:

> *"List my Meta ad accounts and show campaign performance for the last 30 days."*

> *"Show me my active Google Ads campaigns and their CPC this week."*

If you get real data back, you're connected.

## What you can do with Meta Ads

### Create campaigns as drafts

> *"Create a conversions campaign targeting SaaS founders with a \$50/day budget."*

### Manage creatives

> *"Upload this image as a new ad creative for Campaign X."*

> *"Generate a static ad image for our product launch."*

### Analyze performance

> *"Show me ROAS, CPA, and CTR by creative and ad set for the last 30 days."*

> *"Which creatives are fatiguing? Flag ads with declining CTR or rising frequency."*

### Research competitors

> *"Show me what competitors in the project management space are running on Facebook."*

### Optimize

> *"Analyze spend vs. conversions. How should I redistribute budget for better ROAS?"*

## What you can do with Google Ads

### Build campaigns with keywords

> *"Create a search campaign for my project management SaaS with relevant keywords and a \$100/day budget."*

AdKit builds campaigns with ad groups, keywords (broad, phrase, exact match), bids, and responsive search ads — all as drafts.

### Manage keywords and bids

> *"Add more exact match keywords to the pricing ad group."*

> *"What's the Quality Score for my top keywords?"*

### Clean up search terms

> *"Review my search term report and draft negative keywords for irrelevant queries."*

### Analyze performance

> *"Pull CPC, CTR, conversion rates, and Quality Score for all ad groups."*

> *"Which keywords are wasting budget with zero conversions?"*

### Optimize bids

> *"Suggest bid adjustments based on my conversion data."*

## AdKit vs. other options

| Capability                    | AdKit | Google’s official MCP | Free open-source MCPs |
| ----------------------------- | ----- | --------------------- | --------------------- |
| **Pull performance reports**  | ✅     | ✅                     | ✅                     |
| **Create campaigns**          | ✅     | ❌                     | ✅                     |
| **Manage keywords & bids**    | ✅     | ❌                     | ✅                     |
| **Draft-first safety layer**  | ✅     | N/A                   | ❌                     |
| **Meta + Google in one tool** | ✅     | ❌                     | ❌                     |
| **Ad Library (competitors)**  | ✅     | ❌                     | ❌                     |
| **AI creative generation**    | ✅     | ❌                     | ❌                     |
| **Built-in ad strategy**      | ✅     | ❌                     | ❌                     |

## Example prompts

**Meta Ads:**

* "Create a new campaign targeting SaaS founders with \$50/day budget."

* "Show me the creatives for my top-performing ads and suggest improvements."

* "Which ad sets burned through budget with nothing to show for it?"

* "Research competitor ads in the fitness space."

**Google Ads:**

* "Create a search campaign for my e-commerce store with relevant keywords and \$100/day budget."

* "Review my search term report and suggest negative keywords."

* "Which keywords have the best conversion rate and lowest CPC?"

* "Audit my account — find wasted spend and suggest optimizations."

**Cross-platform:**

* "Compare my Meta and Google Ads ROAS for the last 30 days."

## Best practices

* **Always review drafts** — AdKit creates everything as a draft. Check targeting, budgets, keywords, and creatives in the AdKit dashboard before publishing.

* **Start with analysis** — Ask Notis to pull performance data before making changes.

* **Use competitor research** — Check the Ad Library to see what's working in your space before launching.

* **Refresh creatives** — Ask Notis to flag ads with declining CTR or rising frequency.

* **Clean search terms regularly** — For Google Ads, review search term reports weekly to add negative keywords.

## Troubleshooting

* **Connection fails:** Verify your AdKit account is active and your Meta/Google accounts are connected in AdKit.

* **No data returned:** Confirm you have active campaigns in the connected ad accounts.

* **Draft not appearing:** Check the AdKit dashboard — drafts are created there, not directly in Meta/Google Ads Manager.

* **Changes went live unexpectedly:** AdKit only publishes when you explicitly approve in the dashboard. Double-check you didn't click Publish.

## Summary

AdKit provides MCP servers for both Meta Ads and Google Ads that Notis can connect to. Unlike raw API proxies, AdKit adds a draft-first safety layer — every campaign, ad, keyword, and budget change is reviewed before going live. You get full read + write access to both platforms, competitor research, AI creative generation, and performance analytics, all through natural language from any Notis channel.


# Creating Ads (via Notion)
Source: https://help.notis.ai/guides/media-buyer-via-notion

Learn how to use Notis to quickly create new ads for your business based on competitors' ads and your brand guidelines, with everything saved in a Notion Ads database.

[https://youtube.com/live/w2y3GzoOz0E?feature=share](https://youtube.com/live/w2y3GzoOz0E?feature=share)

### Step 1 — Prepare your Brand Kit doc

Create a Notion page that includes:

* Primary and accent colors, font names, and logo files

* One or two example screenshots of on‑brand UI

* Do’s and don’ts for claims and tone

Copy this page’s link and paste it in the Ads database description. This is critical for brand adherence.

### Step 2 — Create an "Ads" database in Notion

Create an inline database called “Ads” with these properties:

* Title: Ad name

* Text: Ad copy

* Files: Original creative

* Files: New creative

Add a database description with your instructions for Notis. Example:

```
When creating a new ad:
1 - Fetch brand Kit here: &lt;paste your Notion page Brand Kit URL&gt;
2 - Write the ad copy
3 - Generate an image with my fonts, colors and logo found in my Brand Kit. If a reference image is provided, use it as a reference.
4 - If a reference image is provided, save it in ‘Original creative’
5 - Save the generated image in 'New creative'
```

<Tip>
  Add field‑level descriptions so the assistant understands intent, for example “Original creative = competitor reference provided by user”. [Not sure how to do this?](/get-started/notion)
</Tip>

### Step 3 — Connect the new Ads database to Notis

Use one of the three options:

* Portal: Open the Notis Portal from Telegram or web, Add Database, authorize, then manually Sync for instant availability

* Notion “Connections”: Add Notis to the page via Connections menu.

* Nesting: Place the page under an already‑synced area so it’s auto‑discovered by Notis.

<Tip>
  After adding via Portal, use the info panel to verify that Notis parsed your database description correctly.
</Tip>

### Step 4 — Gather inspiration and references

Search for your competitors in the [Facebook Ad Library](https://www.facebook.com/ads/library) and find an ad that resonates with you or just scroll instagram (the ones you see are likely the most performing ones.

Save the best reference as a screenshot. You’ll send it to Notis as the seed.

### Step 5 — Ask Notis to create the ad

Send your screenshot to Notis with a concise task:

*“Create a new ad for \<PRODUCT>. Here’s a competitor screenshot.”*

### Step 6 — What happens behind the scenes

* Triage engine builds a plan: fetch Brand Kit, scrape product site, then design and save

* Context Manager retrieves your Brand Kit and site content

* Image model generates an on‑brand visual

* Upsert assistant saves a new row with copy, Original creative, and New creative in your Ads DB


# Meta Ads Management (via Pipeboard)
Source: https://help.notis.ai/guides/media-buyer-via-pipeboard

Learn how to connect Pipeboard's Meta Ads MCP server to Notis so you can manage campaigns, optimize creatives, analyze performance, and control targeting for Facebook and Instagram ads through natural language.

Use [Pipeboard's Meta Ads MCP server](https://pipeboard.co/guides/meta-ads-mcp) to let Notis manage your Facebook and Instagram ad campaigns, optimize creatives, analyze performance, and control targeting — all through natural language.

## What this setup does

In this setup, **Notis handles the AI work**: interpreting your ad data, generating performance summaries, recommending optimizations, and helping you draft campaign strategies. **Pipeboard handles the Meta Ads connection**: providing 30+ pre-built tools covering the full Meta Ads management lifecycle through a hosted MCP server.

<Tip>
  That split is important: Notis is your analysis and decision layer, while Pipeboard is your data and execution bridge to Meta Ads.
</Tip>

## Prerequisites

* A Notis workspace with access to custom MCP connections

* A [Pipeboard](https://pipeboard.co) account (free tier available)

* A Meta Ads / Facebook Business account

## Why Pipeboard

Pipeboard is the recommended option for most Notis users because:

* **Hosted MCP server** — no local installation or server management needed

* **30+ pre-built tools** covering the full Meta Ads lifecycle

* **Safety-first** — campaigns are created in PAUSED status by default

* **Creative management** — image upload, carousel ads, and A/B testing

* **Audience targeting** — interests, behaviors, demographics, and geo-locations

* **Source-available** on GitHub — you can audit the code or self-host

## Step 1: Create your Pipeboard account

1. Go to [pipeboard.co](http://pipeboard.co) and sign up.

2. Connect your Meta Ads account when prompted. Pipeboard handles the OAuth flow with Meta — no manual API token needed.

## Step 2: Add Pipeboard as a custom MCP in Notis

1. Open the [Notis Portal](https://app.notis.ai) and go to **Settings → Integrations**.

2. Click **Add MCP**.

3. **Name:** Enter `Meta Ads` (or any name you'll recognize).

4. **Description:** Give Notis context on when to use this MCP. For example:

*"Use Meta Ads (Pipeboard) to manage Facebook and Instagram ad campaigns. Can list accounts, analyze campaign performance, research audiences, create and launch campaigns, upload creatives, optimize budgets, and run A/B tests. Campaigns are created paused by default for review."*

1. **Server URL:** Paste the hosted endpoint:

`https://meta-ads.mcp.pipeboard.co/`

1. **Authentication:** Pipeboard handles authentication through your Pipeboard session. If you prefer token-based auth, get an API token at [pipeboard.co/api-tokens](http://pipeboard.co/api-tokens) and append it to the URL:

`https://meta-ads.mcp.pipeboard.co/?token=pk_...`

1. *(Optional)* If you want to limit Notis to read-only operations, disable write tools in the **Available Tools** section.

2. Click **Save**.

Once saved, Meta Ads tools are available to Notis across all your channels — WhatsApp, Telegram, iMessage, Slack, email, and Voice Mode.

## Step 3: Verify the connection

Test with a simple prompt:

> *"List my Meta ad accounts and show campaign performance for the last 30 days."*

If you get real data back, you're connected.

## What you can do

### Campaign performance

> *"Show me campaign performance for the last 30 days."*

> *"Which campaigns drove the most conversions last week?"*

> *"Analyze spend vs. conversions across campaigns. How should I redistribute budget for better ROAS?"*

### Creative analysis

> *"Show me the creatives for my top-performing ads and suggest improvements."*

> *"Which images or videos have the best conversion rate?"*

> *"Compare single image vs. video vs. carousel CPC across all campaigns."*

### Audience research

> *"Search for interest targeting options related to fitness and estimate the audience size."*

> *"Which audiences have the lowest cost per acquisition?"*

### Campaign creation

> *"Create a traffic campaign for *[*joes-pizza-austin.com*](http://joes-pizza-austin.com)* with a \$20/day budget targeting Austin, TX."*

> *"Set up an A/B test comparing two headlines for our lead gen campaign."*

<Tip>
  All campaigns are created in **PAUSED** status by default, so you can review everything before going live.
</Tip>

### Budget optimization

> *"Which campaigns are underspending their daily budget?"*

> *"Redistribute my budget across campaigns to maximize ROAS."*

### Creative management

> *"Upload this image as a new ad creative for Campaign X."*

> *"Create a carousel ad with these three product images."*

## Example prompts

* "List my Meta ad accounts and show campaign performance for the last 30 days."

* "Search for interest targeting options related to fitness and estimate the audience size."

* "Show me the creatives for my top-performing ads and suggest improvements."

* "Analyze spend vs. conversions across campaigns. How should I redistribute budget for better ROAS?"

* "Create a traffic campaign for my website with a \$15/day budget targeting the US."

* "Find every ad set where CPM is above \$20 and CTR is below 1%."

## Best practices

* **Review before activating** — Campaigns are created paused. Always review targeting, budget, and creatives before going live.

* **Use audience estimation** — Test targeting with audience size estimates before launching campaigns.

* **Use breakdowns** — Ask for breakdowns by age, gender, or platform to find top-performing segments.

* **Batch operations** — Use filters to reduce API calls and stay within Meta's rate limit (\~200 calls/hour per ad account).

* **Refresh creatives regularly** — Ask Notis to flag ads with declining CTR or rising frequency.

## Important limitations

* **Third-party server:** Pipeboard is not an official Meta product. Your campaign data flows through Pipeboard's infrastructure.

* **Meta rate limits:** \~200 API calls/hour per ad account. Detailed analyses on large accounts can hit this ceiling.

* **Write operations are real:** If you activate a campaign or change a budget, it takes effect immediately on your live Meta Ads account. There's no undo.

* **License:** BSL 1.1 (converts to Apache 2.0 in January 2029). Fine for internal use.

## Troubleshooting

* **"Please authenticate your account" error:** Re-authenticate your Meta Ads account in Pipeboard. See [Pipeboard's fix guide](https://pipeboard.co/guides/meta-ads-mcp).

* **No data returned:** Confirm your Meta Ads account is connected in Pipeboard and has active campaigns.

* **Rate limit errors:** Wait and retry, or narrow your query to fewer campaigns or date ranges.

* **Connection fails in Notis:** Verify the MCP server URL is exactly `https://meta-ads.mcp.pipeboard.co/` and your token (if used) is valid.

## Summary

Pipeboard provides a hosted Meta Ads MCP server with 30+ tools that Notis can connect to instantly. You get campaign management, creative analysis, audience research, and budget optimization — all through natural language from any Notis channel. Campaigns are created paused by default, so you always review before spending.


# Meta Ad Campaigns (via ZuckerBot)
Source: https://help.notis.ai/guides/media-buyer-via-zuckerbot

Learn how to connect ZuckerBot to Notis as a custom MCP server so Notis can create, launch, and optimize Meta ad campaigns with AI-generated creatives, audience tiers, and intelligence-driven strategy.

Use [ZuckerBot's](https://zuckerbot.ai) API and MCP server to let Notis create, launch, and optimize Meta ad campaigns — complete with AI-generated ad copy, images, audience tiers, and intelligence-driven strategy.

## What this setup does

In this setup, **Notis handles the conversation**: you describe what you want to advertise, your goals, and your budget. **ZuckerBot handles the ad infrastructure**: it scrapes your website, generates ad creatives with AI, builds audience tiers, creates campaigns on Meta, and manages the full lifecycle from draft to activation.

<Tip>
  That split is important: Notis is your command layer, while ZuckerBot is your Meta Ads execution engine. You talk to Notis; ZuckerBot builds and launches the campaigns.
</Tip>

## Prerequisites

* A Notis workspace with access to custom MCP connections

* A [ZuckerBot](https://zuckerbot.ai) account (free tier included)

* A ZuckerBot API key from the developer dashboard

* A connected Meta Ads / Facebook Business account inside ZuckerBot

## What ZuckerBot can do

ZuckerBot covers the **full ad campaign lifecycle** through 10 API endpoints:

* **Preview campaigns** — Give it a URL, it scrapes the site and generates ad copy + images with AI

* **Create campaign drafts** — Intelligence mode builds audience tiers, creative angles, budget allocation, and projected CPL

* **Enrich business context** — Crawl your website and cache structured planning data

* **Upload business context** — Feed brand guidelines, competitor data, or CRM insights

* **Approve strategy** — Lock in audience tiers and creative angles before production

* **Request creative** — Hand off to a studio or generate assets

* **Upload creative** — Attach finished assets; ZuckerBot creates paused ads on Meta

* **Activate campaigns** — Go live on only the tiers that are ready

* **Monitor performance** — Fetch live campaign data

* **A/B test** — Compare creatives and audiences

## Step 1: Get your ZuckerBot API key

1. Sign up at [zuckerbot.ai](http://zuckerbot.ai).

2. Go to the **developer dashboard** and create an API key.

3. Keys starting with `zb_live_` hit real endpoints. Keys starting with `zb_test_` are sandbox (safe for testing).

<Warning>
  **Keep your key secret.** Never expose it in client-side code. Rotate immediately if compromised.
</Warning>

## Step 2: Add ZuckerBot as a custom MCP in Notis

1. Open the [Notis Portal](https://app.notis.ai) and go to **Settings → Integrations**.

2. Click **Add MCP**.

3. **Name:** Enter `ZuckerBot` (or any name you'll recognize).

4. **Description:** Give Notis context on when to use this MCP. For example:

*"Use ZuckerBot to create, launch, and optimize Meta (Facebook/Instagram) ad campaigns. It can generate ad previews from any URL, build intelligence-driven campaign strategies with audience tiers and creative angles, upload creatives, activate campaigns, and monitor performance. Campaigns are created paused by default."*

1. **Server URL:** Paste the MCP endpoint from ZuckerBot's docs (check [zuckerbot.ai/docs](http://zuckerbot.ai/docs) for the latest URL).

2. **Authentication:** Select **Headers**, then add the following header:

* **Key:** `Authorization`

* **Value:** `Bearer zb_live_YOUR_API_KEY` (replace with your actual key from Step 1)

1. *(Optional)* Disable tools you don't need in the **Available Tools** section.

2. Click **Save**.

Once saved, ZuckerBot's tools are available to Notis across all your channels — WhatsApp, Telegram, iMessage, Slack, email, and Voice Mode.

## Step 3: Verify the connection

Test with a simple prompt:

> *"Generate an ad preview for *[*https://my-website.com*](https://my-website.com)*"*

ZuckerBot should scrape the site and return AI-generated ad copy and images within seconds.

## Example workflow: from URL to live campaign

1. **Preview** — *"Generate ad previews for *[*joes-pizza-austin.com*](http://joes-pizza-austin.com)*"*

ZuckerBot scrapes the site, infers the business type, and returns ad copy + images.

1. **Create draft** — *"Create a traffic campaign for Joe's Pizza with a \$20/day budget targeting Austin, TX"*

ZuckerBot builds an intelligence strategy with audience tiers (broad prospecting, lookalikes, retargeting), creative angles, and projected CPL.

1. **Review strategy** — *"Show me the audience tiers and creative angles for that campaign"*

Notis presents the strategy for your review.

1. **Approve** — *"Approve the Broad ADV+ tier and the Proof Over Promise creative angle"*

ZuckerBot locks in the approved tiers and angles.

1. **Upload creatives** — *"Upload this image as the creative for the Broad ADV+ tier"*

ZuckerBot creates paused ads on Meta with the uploaded asset.

1. **Activate** — *"Activate the Broad ADV+ tier"*

The campaign goes live on Facebook and Instagram.

<Tip>
  All campaigns are created in **PAUSED** status by default. Nothing goes live until you explicitly activate.
</Tip>

## Example prompts

* "Generate ad previews for [my-website.com](http://my-website.com) with 3 variations."

* "Create a leads campaign for my business with a \$30/day budget targeting the US."

* "Show me the strategy, audience tiers, and projected CPL for that campaign."

* "Approve the broad prospecting tier and the social proof creative angle."

* "Upload this image as the ad creative and attach it to the approved tier."

* "Activate only the tiers that have creatives ready."

* "What's the performance of my active campaigns this week?"

## Intelligence mode

ZuckerBot's intelligence mode is its standout feature. When you create a campaign, it:

* Resolves your business from the URL

* Assembles account context (historical data, CRM, web context, uploaded docs)

* Builds **audience tiers** with budget allocation and projected CPL per tier

* Generates **creative angles** with hooks, messaging, CTAs, and format recommendations

* Returns **warnings** and **next steps**

You can feed it additional context (brand guidelines, competitor analysis, review data) to sharpen the strategy.

## ZuckerBot vs. Pipeboard — quick comparison

| Feature                     | ZuckerBot                          | Pipeboard                       |
| --------------------------- | ---------------------------------- | ------------------------------- |
| **Focus**                   | Full campaign creation from URL    | Campaign management + analytics |
| **AI-generated creatives**  | ✅ From any URL                     | ❌                               |
| **Intelligence strategy**   | ✅ Audience tiers + creative angles | ❌                               |
| **Campaign analytics**      | ✅ Basic                            | ✅ Advanced (30+ tools)          |
| **Audience research**       | ✅ Built into strategy              | ✅ Standalone tools              |
| **Sandbox mode**            | ✅ `zb_test_` keys                  | ❌                               |
| **Default campaign status** | Paused                             | Paused                          |

**Tip:** You can connect both ZuckerBot and Pipeboard to Notis for complementary capabilities — use ZuckerBot for campaign creation and Pipeboard for deeper analytics.

## Important limitations

* **Third-party service:** ZuckerBot is not an official Meta product. Your ad account data flows through ZuckerBot's infrastructure.

* **Live ad spend:** When you activate a campaign, real money is spent on Meta. Always review before activating.

* **API key scoping:** `zb_live_` keys hit real endpoints. Use `zb_test_` keys for safe experimentation.

* **No undo on activation:** Once a campaign is live, pausing it requires a separate action.

## Troubleshooting

* **Authentication fails:** Confirm your ZuckerBot API key is valid and starts with `zb_live_` (or `zb_test_` for sandbox).

* **No preview generated:** Verify the URL you provided is accessible and has enough content for ZuckerBot to scrape.


# Note Taking
Source: https://help.notis.ai/guides/note-taking

Dump ideas by voice notes and Notis turns them into formatted and organized notes in Notion. Challenge your thinking with devil's advocate mode.

<iframe title="Note Taking" />

## Quick start: speak these

> *Send a voice note with your ideas.*

> *Can you organize this into a coherent summary?*

> *Can you challenge this idea? Please play devil's advocate.*

> *Share a photo or a document and ask Notis to save it along with your notes*

Notis captures your stream of consciousness and turns it into structured, organized notes.

## Note taking workflow

### 1. Capture your thoughts

Send a voice note with your ideas — no structure needed:

> *I've been thinking about the future of AI in education... personalized learning paths... teachers as facilitators rather than lecturers...*

Notis transcribes and understands the context.

### 2. Organize into coherent notes

Ask Notis to structure your thoughts:

> *Can you organize this into a coherent summary?*

> *Turn this into a structured document.*

> *Save this to my notes database.*

Notis will:

* Extract key themes

* Create logical structure

* Save to your Notion database with a link

### 3. Challenge your thinking

Use devil's advocate mode for deeper analysis:

> *Can you challenge this idea? Please play devil's advocate.*

> *What are the counterarguments to this?*

> *Poke holes in my reasoning.*

Notis compiles a document that challenges your assumptions and presents alternative viewpoints.

### 4. Organize

Simply tell Notis how to organize your note:

> *Associate this with my work area.*

> *Associate this with new help center project.*

## Set up your Notes database in Notion

The Notis Second Brain already contains a [Notes database](/get-started/notion) set up for you.

<Tip>
  You can easily make a Notes database or customize the one that comes with the template. Just make sure it has a title property and Notis will understand it should be used for note taking.

  If you want Notis to save your original transcript, include a media property and add a description to the property like “*Add here the audio and txt transcript whenever available.*”
</Tip>

## Recommended Integrations

| Integration        | What it enables                            | Examples                       |
| ------------------ | ------------------------------------------ | ------------------------------ |
| **Notes Database** | Store and organize your notes              | Notion                         |
| **CRM**            | Store your notes directly inside your CRM. | Hubspot, Pipedrive, Salesforce |

## Automations

### Weekly Notes Digest (Patterns + Top of Mind)

Use this automation to generate a short, highly digestible recap of everything you captured during the week. It highlights **recurring patterns**, brings important ideas back **top of mind**, and surfaces **open loops**.

1. In the Notis portal, open the **Automations** tab and create a new scheduled automation.

2. Set the schedule to: **Every Friday at 5:00 PM**.

3. Paste and adapt this instruction:

```
# Goal
Create a short, highly digestible end-of-week digest of all my notes from the last 7 days.

The digest must surface
- Patterns and recurring themes
- Key insights worth keeping top of mind
- Decisions and commitments
- Open loops (questions, follow-ups, revisit later)

Input scope
- Include all notes created or updated in the last 7 days.
- If possible, prioritize notes that look important (longer notes, notes with action items, decisions, or repeated topics).

# Output format (follow exactly)

### 1) TL;DR (60 seconds)

- 5 bullets max.
- Each bullet must be specific and easy to remember.

### 2) This week’s patterns

List 3–7 patterns. For each pattern, include:

- Pattern name (short, punchy)
- What I kept circling back to (1–2 sentences)
- Evidence: reference the specific notes behind it (titles + links)

### 3) Key insights worth keeping top of mind

- 5–10 bullets.
- Each bullet must include why it matters.

### 4) Decisions and commitments I made

- Decision or commitment
- Date (if known)
- Note reference (title + link)

### 5) Open loops

- Questions I left unanswered
- Follow-ups I promised
- Ideas I said I would revisit

Each item must include the related note link.

### 6) Next week’s focus (suggested)

- 3 concrete focus items
- Each with a short rationale tied back to this week’s notes.

# Tone

- Write like a clear, sharp personal operating report.
- No fluff. No generic advice.
- Prefer short bullets and short paragraphs.

# Delivery

- Save the digest into my Notes system as a new entry titled: Weekly Notes Digest — YYYY-MM-DD
- Also send me the TL;DR + “This week’s patterns” section in the chat output.
```

## Pro tips

* **Stream of consciousness**: Don't worry about structure — that's Notis's job.

* **Multiple voice notes**: Send several related notes, then ask Notis to combine them.

* **Devil's advocate**: Use this for important decisions to stress-test your thinking.

* **Add instructions**: Simply add all your instructions to Notis in the same voice note such as “*decompose this into tasks*”, “*draft a new technical specs requirements based on this*”, “*create a voice note summary I can share*”.


# Research Assistant
Source: https://help.notis.ai/guides/research-assistant

Kick off deep, multi-source public-web research with one sentence. Notis investigates across current web sources and sends the findings back when the report is ready.

## Quick start: speak these

> *Do a deep research on Notis competitors and send me the report when it is ready.*

> *Compare the pricing of HubSpot, Pipedrive, and Salesforce, including hidden enterprise fees.*

> *Find recent academic papers on retrieval-augmented generation and summarize the key takeaways.*

> *Research what's been said about us online in the last 30 days.*

Notis turns one prompt into a structured research brief — without you opening 40 tabs.

## Research workflow

### 1. Frame the question

Be specific about what you want to learn:

> *Research the top five YC-backed AI productivity companies. For each, list pricing, target persona, and recent funding.*

> *Investigate why customer churn spikes after month two for SaaS in our category.*

> *Build a market map for AI meeting assistants released in 2026.*

The clearer the framing, the sharper the output.

### 2. Scope the question

Deep research currently searches the public web. It does not use your Notion
workspace or attached documents as research sources, so keep private-workspace
questions and document analysis in a separate request.

> *Use current public web sources and compare the pricing of these three tools.*

> *Look for recent academic papers and give me three sourced findings.*

<Warning>
  Deep research uses public web sources only. **If you need Notion pages or an
  attached document included, ask Notis to read those separately and then use the
  result as context for a follow-up.** Read more in the [Deep Research](/tools/deep-research) reference.
</Warning>

### 3. Let it run

Deep research usually takes a few minutes and can take up to 60 minutes for a
large request. It runs in the background, so you can keep talking to Notis
while it works.

> *Heads up — this one's a deep one. Let me know when it's done.*

You'll get a notification when results are ready.

### 4. Save the output to Notion

Persist the findings:

> *Save the report to my Research database under "Competitive landscape".*

> *Create one Notion page per competitor with the structured summary.*

> *Append the new findings to my existing market map page.*

Notis can write the finished report where you tell it, with the source links
preserved.

### 5. Iterate

Research is rarely one-shot. Push for more depth:

> *Go deeper on the pricing strategies — I want to see the discount mechanics.*

> *Re-run this for the European market only.*

> *Pull the actual quotes from each source instead of summaries.*

Each follow-up builds on the prior context.

## Set up your Research database in Notion

The Notis Second Brain template includes a [Research database](/get-started/notion) where Notis can save investigations.

<Tip>
  Add a description to the database explaining your preferred output format. Example: "*Each entry should have: title, public-web sources cited, key findings (bullets), open questions, and recommended next step.*" Notis follows the description on every save.
</Tip>

## Recommended Integrations

| Integration           | What it enables                                                                         | Examples                       |
| --------------------- | --------------------------------------------------------------------------------------- | ------------------------------ |
| **Research Database** | Store and revisit research outputs                                                      | Notion                         |
| **Web Search**        | Pull current information from the web                                                   | Built-in                       |
| **Documents**         | Read PDFs, reports, or transcripts separately, then use the result as follow-up context | Built-in                       |
| **Notes**             | Save quick research one-pagers                                                          | Notion                         |
| **CRM**               | Enrich account or contact records with research                                         | HubSpot, Pipedrive, Salesforce |

## Automations

### Weekly competitor scan

Use this automation to monitor competitors automatically and surface anything new.

1. In the [Notis portal](https://app.notis.ai), open the **Automations** tab and create a new scheduled automation.

2. Set the schedule to **Every Monday at 8:00 AM**.

3. Paste and adapt this instruction:

```
Run a competitor pulse for the past 7 days.

Targets:
- Competitor A
- Competitor B
- Competitor C

For each, look for:
- Product launches or feature announcements
- Pricing changes
- Funding news
- Public blog posts, podcasts, or interviews
- Notable hires
- Significant social media discussion (positive or negative)

Output format:
### {Competitor name}
- Highlight 1 (with source link)
- Highlight 2 (with source link)
- "So what" — one line on why it matters for us

Save the brief in my Research database titled: Competitor Pulse — YYYY-MM-DD
Then send me the TL;DR in chat: top 3 things I should know this week.
```

### Pre-meeting account research

Pair this with calendar triggers to research accounts before sales calls.

1. Create a new automation with trigger **Calendar Event Starting** (15 minutes before).

2. Paste and adapt:

```
A meeting is about to start. If the meeting includes external attendees from a company,
research that company before kickoff.

Steps:
1. Identify the company from the attendee email domains.
2. Pull recent news, funding, and team size.
3. Check our CRM for prior touchpoints with this company.
4. Output a 6-bullet brief in chat:
 - Company snapshot
 - Recent news (with link)
 - Tech stack signals (if findable)
 - Past interactions in our CRM
 - Suggested talking points
 - Watch-outs
```

## Pro tips

* **Specify sources every time**: Say "use the public web only," or ask Notis to read a Notion page or document separately before you request a follow-up comparison.

* **Set the scope of your asks**: "*Quick scan focused on pricing*" vs. "*Full deep research across competitors*". Notis uses the requested breadth to shape the report; every background run remains bounded and can take up to 60 minutes.

* **Chain research → output**: "*Research X, then draft a blog post about it*" runs both steps in sequence.

* **Save the prompts that work**: Once you find a research prompt you like (competitor pulse, customer interview synthesis, etc.), turn it into an automation so you never rewrite it.

* **Cite-or-fail**: Ask Notis to "*include sources for every claim*" — anything without a citation gets removed.


# Social Media
Source: https://help.notis.ai/guides/social-media

Brain-dump content ideas, and Notis generates images, writes the copy, and posts it for you across X, Instagram, LinkedIn and more.

<iframe title="Social Media" />

## Quick start: speak these

> *Turn this image into an ad for Notis.*

> *Schedule it for tomorrow on X, Instagram and LinkedIn.*

> *Write a caption about productivity for this post.*

Notis creates, modifies, and schedules your social content across all platforms.

## Social media workflow

### 1. Create or modify images

Send an image and request modifications:

> *Can you modify this image and turn it into an ad for Notis?*

> *Add our logo to this photo.*

> *Make this image more vibrant.*

Notis generates a modified version ready for posting.

### 2. Write captions

Get AI-written copy for your posts:

> *Write a caption for this image about productivity.*

> *Create a hook for a post about AI tools.*

Or provide your own:

> *Use the caption 'My plan to build a billion dollar business on my own:'*

### 3. Post across platforms

Multi-platform posting in one message:

> *Post this now on Twitter and Instagram and add a copy in my social media database.*

Notis handles the cross-posting with platform-appropriate formatting.

<Tip>
  Make sure you have first connected your social media accounts in the Notis portal, under Integrations.
</Tip>

## Set up your Social Media Calendar database in Notion

The Notis Second Brain already contains a [Social Media Calendar database](/get-started/notion) set up for you.

<Tip>
  You can easily make a Social Media Calendar database or customize the one that comes with the template. Just make sure it has a title property and Notis will understand it should be used for social media.
</Tip>

## Scheduled posting with third-party tools

Notis creates your social content. For **scheduled posting and cross-platform publishing**, connect one of these tools:

* [via NotionSocial](/guides/social-media-via-notionsocial) — watches your Notion Social Media Calendar and publishes at the scheduled time. Everything stays in Notion.

* [via Postiz](/guides/social-media-via-postiz) — MCP integration with built-in AI image and video generation, 8 focused tools.

* [via Post Bridge](/guides/social-media-via-post-bridge) — MCP integration for scheduling, publishing, and analytics across connected accounts. ([Sign up for Post Bridge](https://post-bridge.com?atp=DM0Bke))

* [via Zernio](/guides/social-media-via-zernio) — MCP integration that triggers publishing actions while Notis stays responsible for content creation and approval. ([Sign up for Zernio](https://zernio.link/florian-pariset))

Each guide walks you through setup, connection, and example workflows.

<Warning>
  If you use a third-party scheduling tool, do not also connect the same social media accounts in the Notis portal — this would cause duplicate posts.
</Warning>

## Pro tips

* **Batch content**: Create a week's worth of posts in one session.

* **Reference your brand**: "Use our brand colors" pulls from your brand kit.

* **Platform optimization**: Notis adjusts image sizes and caption lengths per platform based on the description of your social media calendar database. Feel free to tweak those fields to match your preferences.

* **First comments**: "Add a first comment with relevant hashtags".


# Social Media Scheduling (via NotionSocial)
Source: https://help.notis.ai/guides/social-media-via-notionsocial

Learn how to connect NotionSocial to your Notion Social Media Calendar so that posts created by Notis are automatically scheduled and published across all your social platforms.

Use [NotionSocial](https://notionsocial.app/?aref=notisai) to automatically schedule and publish social media posts that Notis creates in your Notion Social Media Calendar database.

## What this setup does

In this setup, **Notis handles the AI work**: generating post ideas, drafting captions, creating images, and saving entries into your Notion Social Media Calendar database. **NotionSocial handles the scheduling and publishing**: it watches your Notion database for new entries and publishes them to your connected social accounts at the scheduled time.

<Tip>
  That split is important: Notis is your creation layer, while NotionSocial is your scheduling and publishing layer. Everything stays inside Notion — no separate dashboard needed.
</Tip>

## Prerequisites

* A Notis workspace connected to your Notion

* A Social Media Calendar database in Notion (included in the Notis Second Brain template, or create your own with at least a title property)

* A [NotionSocial](https://notionsocial.app/?aref=notisai) account

* At least one connected social account inside NotionSocial (X, Instagram, LinkedIn, TikTok, YouTube, Threads, Facebook, or Pinterest)

## Step 1: Create your NotionSocial account

Go to [notionsocial.app](http://notionsocial.app) and sign up. NotionSocial costs **\$15/month** on top of your Notis subscription.

## Step 2: Connect NotionSocial to your Notion database

1. In NotionSocial, connect your Notion workspace when prompted.

2. Select the **Social Media Calendar** database that Notis already uses (from the Notis Second Brain template), or use the NotionSocial template directly.

3. NotionSocial will sync with this database and watch for new entries.

<Tip>
  If you already connected Notis to the Notis Second Brain template and use the included Social Media Calendar, you can skip giving Notis separate access — it's already connected.
</Tip>

## Step 3: Connect your social media accounts

In NotionSocial, connect the social platforms you want to publish to:

* X (Twitter)

* Instagram

* LinkedIn (personal + company pages)

* TikTok

* YouTube

* Threads

* Facebook

* Pinterest

NotionSocial supports more platforms than the built-in Notis integrations.

## Step 4: Disable social accounts in Notis portal

<Warning>
  If you choose to use NotionSocial, **do not connect your social media accounts in the Notis portal**. Notis will create entries in your Social Media Calendar database and NotionSocial will handle the actual scheduling and posting. Connecting both would cause duplicate posts.
</Warning>

## Step 5: Let Notis create, let NotionSocial publish

Once everything is connected, just talk to Notis as usual:

> *"Post this at a random time in the next 7 days on all my socials. Caption: 'Human in the loop in AI is not a bug, it's a feature'. Add a funny square cartoon strip."*

Notis will:

1. Generate the image

2. Write or use your caption

3. Create an entry in your Social Media Calendar database with the scheduled date

NotionSocial will:

1. Detect the new entry

2. Publish it to all your connected platforms at the scheduled time

## Example workflow

1. **Tell Notis what to post** — Send a voice note or text message with your content idea, an image, or a brief.

2. **Notis drafts the post** — It generates an image (if needed), writes the caption, and creates an entry in your Social Media Calendar database with a scheduled date.

3. **Review in Notion** — Open your Social Media Calendar to review, tweak captions, or adjust the schedule.

4. **NotionSocial publishes automatically** — At the scheduled time, NotionSocial posts to all your connected platforms with the right formatting.

## Example prompts

* "Create a LinkedIn post image for our product launch, then review it for readability and brand fit. Save it in my social media calendar for next Tuesday."

* "Write three caption options for this post and save the best one to my social media database scheduled for tomorrow at 9 AM."

* "Create posts for all my social accounts about this new feature. Schedule them across the next 7 days."

* "How many views and comments did we total on our social media accounts in the last 7 days?"

## Notis integrations vs. NotionSocial — comparison

| Feature                   | Notis Integrations                      | NotionSocial + Notis                                                  |
| ------------------------- | --------------------------------------- | --------------------------------------------------------------------- |
| **Social Media Calendar** | ✅                                       | ✅                                                                     |
| **Scheduled Posts**       | ❌                                       | ✅                                                                     |
| **Social Platforms**      | X, Instagram, LinkedIn, TikTok, YouTube | X, Instagram, LinkedIn, TikTok, YouTube, Threads, Facebook, Pinterest |
| **Price**                 | Included with Notis                     | +\$15/month                                                           |

## Automating post creation

You can set up a Notis automation to automatically turn new content into social posts:

1. In the [Notis Portal](https://app.notis.ai), open the **Automations** tab and create a new automation.

2. Choose a trigger that runs when new content is created (e.g. a webhook from your CMS or a Notion trigger).

3. Add instructions telling Notis to create social media entries in your database for each platform, with captions, media, and scheduled dates.

NotionSocial picks up the new entries and handles the rest.

## Troubleshooting

* **Posts not publishing:** Confirm NotionSocial is connected to the correct Notion database and your social accounts are active in NotionSocial.

* **Duplicate posts:** Make sure you have **not** also connected social media accounts directly in the Notis portal. Only one publishing path should be active.

* **Wrong database:** Verify that both Notis and NotionSocial are pointing to the same Social Media Calendar database in Notion.

* **Missing platforms:** NotionSocial supports more platforms than the built-in Notis integrations. If you need Threads, Facebook, or Pinterest, use NotionSocial.

## Summary

NotionSocial turns your Notion Social Media Calendar into a full publishing pipeline. Notis creates the content and saves it to your database; NotionSocial watches that database and publishes at the scheduled time. Everything lives in Notion — no separate social media dashboard needed.


# Social Media Posting (Native)
Source: https://help.notis.ai/guides/social-media-via-notis

Connect your social accounts directly to Notis and let it write, schedule, and publish across X, Instagram, LinkedIn, TikTok, YouTube, Facebook, Threads, Pinterest, and Bluesky — no third-party scheduler required.

<Note>
  This is the **native** way to publish to social media with Notis. You connect your accounts once in the Notis Portal, and Notis posts to them directly — no separate scheduling tool to set up. If you'd rather route publishing through a tool you already use, see the third-party options on the [Social Media](/guides/social-media) overview.
</Note>

## Supported platforms

Notis can publish natively to:

| Platform                           |               |
| ---------------------------------- | ------------- |
| **X** (Twitter)                    | **Instagram** |
| **LinkedIn**                       | **Facebook**  |
| **TikTok** and **TikTok Business** | **YouTube**   |
| **Threads**                        | **Pinterest** |
| **Bluesky**                        |               |

## Connect your social accounts

1. Open Notis → **Settings → Integrations**

2. Choose the social platform you want to connect

3. **Select "PostForMe" as the provider** when prompted

4. Follow the account authorization flow

5. Confirm the connection — the platform shows as **Active** once it's ready

<Warning>
  When you connect a social platform, make sure to pick the **PostForMe** provider. Several of these platforms (Instagram, Facebook, LinkedIn, TikTok, X, YouTube) also appear as **Composio** integrations, but the Composio versions are **not reliable for posting and scheduling** — use PostForMe for anything you want Notis to publish.
</Warning>

You can also ask Notis to start the connection for you:

> *Connect my LinkedIn account so you can post for me.*

## What Notis can do once you're connected

* **Write or adapt the caption** for each platform, or use copy you provide.
* **Attach images or videos** — including media Notis generated for you.
* **Post now**, or **schedule** for a specific date and time.
* **Cross-post to several platforms** in a single request.
* **Save a draft** to review before it goes out.
* **Preview** how a post will look before publishing.
* **Check publishing results** to confirm what went live, and where.

## Post now

Once your accounts are connected, just ask in plain language. Notis writes or adapts the copy, attaches your media, and publishes to each platform.

> *Post this now on X and Instagram.*

> *Share this update on LinkedIn with a more professional caption.*

> *Turn this image into a Notis ad and post it to X, Instagram and LinkedIn.*

Notis handles platform-appropriate formatting (caption length, image sizing) for each destination.

## Schedule for later

> *Schedule this for tomorrow at 9am on X, LinkedIn and Threads.*

> *Queue this TikTok and this YouTube Short for Friday afternoon.*

> *Draft this post for Instagram so I can review it before it goes out.*

## Check what went live

> *Did my LinkedIn post from this morning publish?*

> *Show me the results of the cross-post I scheduled for X and Instagram.*

## Multiple accounts per platform

You can connect more than one account for the same platform — for example a personal and a brand X account.

* Your first account for a platform is used by default.

* When you connect a second account, give it a label (e.g. "brand", "personal").

* Mention the account in your message when you want a specific one:

  > *Post this from my brand X account, not my personal one.*

## Managing connections

From the **Integrations** page in your Notis Portal you can:

* Check whether an account needs attention (**Expired**, **Failed**, **Inactive**, or **Pending**)

* Reconnect an account that asks you to sign in again

* Edit labels or remove an account you no longer use

<Warning>
  If you publish through a third-party scheduling tool (NotionSocial, Postiz, Post Bridge, Zernio), do **not** also connect those same social accounts here — this would cause duplicate posts.
</Warning>

## Related

* [Social Media](/guides/social-media) — the full content-creation workflow and third-party scheduling options.
* [Integrations overview](/get-started/integrations/overview) — every way to connect tools to Notis.


# Social Media Scheduling (via Post Bridge)
Source: https://help.notis.ai/guides/social-media-via-post-bridge

Learn how to connect Post Bridge to Notis as a custom MCP server so Notis can create, schedule, publish, and analyze social posts across your connected accounts.

[Post Bridge](https://post-bridge.com?atp=DM0Bke)’s MCP server lets Notis schedule and publish social posts, upload media, and retrieve analytics across your connected social accounts — while Notis stays responsible for content creation, review, and approval.

## What this setup does

In this setup, **Notis handles the AI work**: generating post ideas, drafting captions, creating images, reviewing outputs, and deciding when content is ready to publish. **Post Bridge handles the publishing actions through MCP**: listing accounts, creating/scheduling posts, uploading media, and fetching analytics.

<Tip>
  That split is important: Notis is your creation and validation layer, while Post Bridge is your execution layer for social publishing.
</Tip>

## Prerequisites

* An active [Post Bridge](https://post-bridge.com?atp=DM0Bke) subscription

* At least one connected social media account in [Post Bridge](https://post-bridge.com?atp=DM0Bke)

* *(For most MCP clients)* A Post Bridge API key

## Post Bridge MCP connection

Post Bridge exposes an **HTTP MCP endpoint**:

* Endpoint: `https://www.post-bridge.com/api/mcp/mcp`

* Auth: `Authorization: Bearer pb_live_your_api_key_here`

* Transport: **HTTP (Streamable HTTP)**

## Step 1: Connect social accounts in Post Bridge

1. Log in to [Post Bridge](https://post-bridge.com?atp=DM0Bke).

2. Connect at least one social media account.

3. Confirm the account appears in your social accounts list (you’ll verify again via MCP later).

## Step 2: Get your Post Bridge API key

1. Open the **API Keys dashboard** in [Post Bridge](https://post-bridge.com?atp=DM0Bke).

2. Create a new key (or copy an existing one).

3. Keep it secure — Notis will use it to authenticate against Post Bridge.

## Step 3: Add Post Bridge as a custom MCP in Notis

1. Open the [Notis Portal](https://app.notis.ai) and go to **Settings → Integrations**.

2. Click **Add MCP**.

3. **Name:** Enter `Post Bridge`.

4. **Description:** Give Notis context on when to use this MCP. For example:

*"Use Post Bridge to schedule, publish, and manage social media posts across connected accounts. It can upload media, schedule posts, and retrieve analytics."*

1. **Server URL:**

`https://www.post-bridge.com/api/mcp/mcp`

1. **Authentication:** Select **Headers**, then add:

* **Key:** `Authorization`

* **Value:** `Bearer pb_live_your_api_key_here` (replace with your real API key)

1. *(Optional)* If you prefer stricter permissions, disable **Use all tools** and select only what you need.

2. Click **Save**.

Once saved, Post Bridge’s tools are immediately available to Notis across all your channels — WhatsApp, Telegram, iMessage, Slack, email, and Voice Mode.

## Step 4: Verify the connection

Useful first checks:

1. **List your connected accounts** (to confirm Notis can see destinations).

2. **Create a draft or scheduled post** (to confirm publishing flow works).

3. **List posts / analytics** (to confirm read access).

## Tool reference (11 tools)

Post Bridge’s MCP server exposes 11 tools. Your AI will discover these automatically — you just ask in plain language.

| Tool                   | What it does                                                                |
| ---------------------- | --------------------------------------------------------------------------- |
| `list_social_accounts` | List connected social accounts (IDs, platforms, usernames)                  |
| `create_post`          | Create and schedule a post (or save as a Post Bridge draft with `is_draft`) |
| `list_posts`           | List posts with optional filters (platform/status)                          |
| `get_post`             | Fetch full details of a single post by ID                                   |
| `update_post`          | Update a scheduled or draft post (caption, schedule, accounts, media)       |
| `delete_post`          | Delete a scheduled or draft post (published posts cannot be deleted)        |
| `list_analytics`       | Retrieve analytics for posts (views/likes/comments/shares)                  |
| `sync_analytics`       | Trigger a fresh analytics sync across connected platforms                   |
| `list_post_results`    | Check per-platform posting results (success/failure + errors)               |
| `upload_media`         | Upload media from a public URL and get a reusable `media_id`                |
| `list_media`           | List uploaded media files                                                   |
| `delete_media`         | Delete an uploaded media file (only if unused by any post)                  |

## Example workflow: let Notis create, let Post Bridge publish

1. **Create the content in Notis** — Generate the creative, storyboard, or image.

2. **Validate in Notis** — Check brand voice, clarity, platform fit, and compliance.

3. **Upload media via Post Bridge** — Use `upload_media` for assets hosted at a public URL.

4. **Create a scheduled post via Post Bridge** — Use `create_post` with `scheduled_at` and the selected `social_accounts`.

5. **Check delivery** — Use `list_post_results` after publishing.

6. **Review performance** — Use `sync_analytics` then `list_analytics`.

## Good to know

* **Drafts:** `is_draft` saves the post in Post Bridge only. It does not create a native draft inside each social platform.

* **Media lifecycle:** Media may be cleaned up automatically after the last post using it has published. If you reuse media across multiple scheduled posts, keep an eye on the lifecycle behavior.

* **Deleting posts:** You can only delete scheduled or draft posts. Published posts cannot be deleted via the API.

## Troubleshooting

* **Authentication fails:** Confirm the API key is valid and sent as a Bearer token in the `Authorization` header.

* **No accounts found:** Confirm you connected at least one social account in Post Bridge.

* **Posting fails:** Use `list_post_results` to inspect platform-specific errors.

## Summary

Post Bridge provides an HTTP MCP endpoint that Notis can connect to with a Bearer-authenticated API key. It exposes tools for listing social accounts, uploading media, scheduling/publishing posts, and retrieving analytics — enabling a workflow where Notis creates and validates content while Post Bridge executes publishing and measurement.


# Social Media Scheduling (via Postiz)
Source: https://help.notis.ai/guides/social-media-via-postiz

Learn how to connect Postiz to Notis as a custom MCP server so Notis can schedule posts, generate images and videos, and publish across your connected social accounts.

Use Postiz's MCP server to let Notis schedule posts, generate images and videos, and publish across your connected social accounts — while Notis stays responsible for content creation, review, and approval.

## What this setup does

In this setup, **Notis handles the AI work**: generating post ideas, drafting captions, creating images, reviewing outputs, and deciding when content is ready to publish. **Postiz handles the publishing actions through MCP**: listing connected social accounts, scheduling or publishing posts, generating AI images and videos, and other platform actions exposed by its API.

<Tip>
  That split is important: Notis is your creation and validation layer, while Postiz is your execution layer for social publishing.
</Tip>

## Prerequisites

* A Notis workspace with access to custom MCP connections

* A [Postiz](https://postiz.com) account

* A Postiz API key from **Settings → Developers → Public API** in Postiz

* At least one connected social account inside Postiz

## Postiz MCP connection

Postiz offers a **hosted MCP endpoint** at `https://api.postiz.com/mcp`. This requires **no local installation**. Authentication is done with your Postiz API key as a **Bearer token**.

> Server URL: [https://api.postiz.com/mcp](https://api.postiz.com/mcp)
> Auth: Bearer YOUR\_POSTIZ\_API\_KEY

## Step 1: Get your Postiz API key

1. Log in to [Postiz](https://postiz.com).

2. Go to **Settings → Developers → Public API**.

3. Create or copy an API key. Keep it secure — Notis will use it to authenticate against Postiz's MCP server.

## Step 2: Add Postiz as a custom MCP in Notis

1. Open the [Notis Portal](https://app.notis.ai) and go to **Settings → Integrations**.

2. Click **Add MCP**.

3. **Name:** Enter `Postiz` (or any name you'll recognize).

4. **Description:** Give Notis context on when to use this MCP. For example:

*"Use Postiz to schedule, publish, and manage social media posts across connected accounts. Postiz handles X, LinkedIn, Instagram, TikTok, and other platforms. It can also generate AI images and videos for posts."*

1. **Server URL:** Paste the hosted endpoint:

`https://api.postiz.com/mcp`

1. **Authentication:** Select **Headers**, then add the following header:

* **Key:** `Authorization`

* **Value:** `Bearer YOUR_POSTIZ_API_KEY` (replace with your actual key from Step 1)

1. *(Optional)* If you don't want Notis to access all 8 Postiz tools, disable **Use all tools** and select only the ones you need.

2. Click **Save**.

Once saved, Postiz's tools are immediately available to Notis across all your channels — WhatsApp, Telegram, iMessage, Slack, email, and Voice Mode.

## Step 3: Verify the connection

Postiz's MCP server exposes **8 tools** for AI agents. Useful first checks include listing your connected accounts and reviewing the platform-specific posting rules.

Available tools:

| Tool                   | What it does                                                   |
| ---------------------- | -------------------------------------------------------------- |
| `integrationList`      | List all connected social media accounts                       |
| `integrationSchema`    | Get platform-specific posting rules and settings               |
| `triggerTool`          | Execute platform-specific helpers (e.g. list Discord channels) |
| `schedulePostTool`     | Schedule, draft, or immediately publish posts                  |
| `generateImageTool`    | Generate AI images for posts                                   |
| `generateVideoOptions` | List available video generation options                        |
| `videoFunctionTool`    | Get video generator settings (e.g. available voices)           |
| `generateVideoTool`    | Generate videos for posts                                      |

## Example workflow: let Notis create, let Postiz publish

A strong workflow is to use Notis for the creative and quality-control steps, then let Postiz execute the actual social publishing.

1. **Create the content in Notis** — Have Notis generate the visual or video based on your campaign brief, audience, and brand voice.

2. **Validate the content in Notis** — Ask Notis to check for quality, brand consistency, legibility, and platform fit.

3. **Draft and validate the caption in Notis** — Have Notis write the caption, verify clarity and tone, and confirm hashtags, mentions, and CTA quality.

4. **Schedule or publish via Postiz MCP** — Once the content and caption are approved, Notis uses Postiz's `schedulePostTool` to schedule or publish immediately.

This pattern works especially well when you want reliable approvals before anything goes live.

## Example prompts

* "Show me all my connected social accounts in Postiz."

* "Create a LinkedIn post image for our product launch, then schedule it for next Tuesday at 9:00 AM."

* "Write three caption options for this post and publish the best one to X right now."

* "Generate a short video for Instagram about our new feature and schedule it for tomorrow."

* "Draft a post for LinkedIn and X, review it with me, then schedule once I approve."

## Postiz vs. Zernio — quick comparison

| Feature                 | Postiz          | Zernio                    |
| ----------------------- | --------------- | ------------------------- |
| **MCP Tools**           | 8 focused tools | 280+ auto-generated tools |
| **AI Image Generation** | ✅ Built-in      | ❌                         |
| **AI Video Generation** | ✅ Built-in      | ❌                         |
| **Open Source**         | ✅ Self-hostable | ❌                         |
| **Ad Campaigns**        | ❌               | ✅                         |
| **DMs / Inbox**         | ❌               | ✅                         |

## When to self-host

Postiz is open source. If you want to run the MCP server yourself, replace `https://api.postiz.com` with your own `NEXT_PUBLIC_BACKEND_URL` and use the same `/mcp` endpoint. For most Notis users, the hosted endpoint is the simplest setup.

## Troubleshooting

* **Authentication fails:** Confirm you pasted a valid Postiz API key and that Notis is sending it as a Bearer token in the `Authorization` header.

* **No tools appear:** Verify the MCP server URL is exactly `https://api.postiz.com/mcp`.

* **Posting fails:** Confirm the destination social account is already connected inside Postiz.

* **You want more control over the creative review:** Keep generation and validation steps inside Notis, and call Postiz only after approval.

## Summary

Postiz gives you a hosted MCP endpoint that Notis can connect to with a Bearer-authenticated API key. It exposes 8 focused tools for scheduling posts, generating AI images and videos, and managing your connected social accounts. That lets you use Notis to create and validate social content while Postiz handles the actual scheduling and publishing.


# Social Media Scheduling (via Zernio)
Source: https://help.notis.ai/guides/social-media-via-zernio

Learn how to connect Zernio to Notis as a custom MCP server so Notis can create and validate social content while Zernio handles the publishing and scheduling actions across your connected social accounts.

Use [Zernio](https://zernio.link/florian-pariset)'s MCP server to let Notis trigger social media publishing actions while Notis stays responsible for content creation, review, and approval.

## What this setup does

In this setup, **Notis handles the AI work**: generating post ideas, drafting captions, creating images, reviewing outputs, validating captions, and checking whether content is ready to publish. **Zernio handles the publishing actions through MCP**: listing connected social accounts, creating or scheduling posts, cross-posting, and other platform actions exposed by its API.

<Tip>
  That split is important: Notis is your creation and validation layer, while Zernio is your execution layer for social publishing.
</Tip>

## Prerequisites

* A Notis workspace with access to custom MCP connections

* A [Zernio](https://zernio.link/florian-pariset) account

* A Zernio API key from [zernio.com/dashboard/api-keys](http://zernio.com/dashboard/api-keys)

* At least one connected social account inside [Zernio](https://zernio.link/florian-pariset)

## Zernio MCP connection options

Zernio offers a **hosted MCP endpoint** at `https://mcp.zernio.com/sse`. This is the easiest option because it **does not require any local installation**. Authentication is done with your Zernio API key as a **Bearer token**.

Zernio also documents a **local MCP option** using `uvx` and the `zernio-sdk[mcp]` package if you want to run the server yourself. For most Notis users, the hosted SSE endpoint is the simplest setup.

> Server URL: [https://mcp.zernio.com/sse](https://mcp.zernio.com/sse)
> Auth: Bearer YOUR\_ZERNIO\_API\_KEY

## Step 1: Get your Zernio API key

Open the [Zernio API key page](https://zernio.com/dashboard/api-keys) and create or copy an API key you want Notis to use. Keep this key secure. Notis will use it to authenticate against Zernio's MCP server.

## Step 2: Add Zernio as a custom MCP in Notis

1. Open the [Notis Portal](https://app.notis.ai) and go to **Settings → Integrations**.

2. Click **Add MCP**.

3. **Name:** Enter `Zernio` (or any name you'll recognize).

4. **Description:** Give Notis context on when to use this MCP. For example:

*"Use Zernio to schedule, publish, and cross-post social media content to connected accounts. Zernio handles LinkedIn, Twitter/X, Instagram, Facebook, TikTok, and other platforms."*

1. **Server URL:** Paste the hosted endpoint:

`https://mcp.zernio.com/sse`

1. **Authentication:** Select **Headers**, then add the following header:

* **Key:** `Authorization`

* **Value:** `Bearer YOUR_ZERNIO_API_KEY` (replace with your actual key from Step 1)

1. *(Optional)* If you don't want Notis to access all 280+ Zernio tools, disable **Use all tools** and select only the ones you need (e.g. posting, scheduling, listing accounts).

2. Click **Save**.

Once saved, Zernio's tools are immediately available to Notis across all your channels — WhatsApp, Telegram, iMessage, Slack, email, and Voice Mode.

## Step 3: Verify the connection

Zernio's MCP server exposes **280+ tools** generated from its OpenAPI specification. Useful first checks include listing connected accounts, reviewing available publishing actions, and confirming that the platforms you want to post to are already connected in Zernio.

The Zernio docs show example MCP use cases such as:

* Scheduling a LinkedIn post

* Cross-posting content

* Posting an image to Instagram

* Showing connected accounts

* Fetching inbox conversations

* Working with ad campaigns

* Building comment automations

## Example workflow: let Notis create, let Zernio publish

A strong workflow is to use Notis for the creative and quality-control steps, then let Zernio execute the actual social publishing.

1. **Create the image in Notis** — Have Notis generate the visual based on your campaign brief, audience, and brand voice.

2. **Validate the image in Notis** — Ask Notis to check for quality, brand consistency, legibility, and platform fit.

3. **Draft and validate the caption in Notis** — Have Notis write the caption, verify clarity and tone, and confirm hashtags, mentions, and CTA quality.

4. **Send the approved asset to Zernio MCP** — Once the image and caption are approved, use Zernio's publishing tools through MCP.

5. **Schedule the post with Zernio** — Zernio handles the final scheduling or publishing action to the selected account.

6. **Let Zernio publish automatically** — At the scheduled time, Zernio posts to the connected social platform.

This pattern works especially well when you want reliable approvals before anything goes live.

## Example prompts

* "Create a LinkedIn post image for our product launch, then review it for readability and brand fit."

* "Write three caption options for this post and validate which one is most aligned with our tone."

* "Once approved, use Zernio to schedule this post for next Tuesday at 9:00 AM on our LinkedIn company page."

* "Cross-post this campaign to LinkedIn and Instagram once the final caption is approved."

## Troubleshooting

* **Authentication fails:** Confirm you pasted a valid Zernio API key and that Notis is sending it as a Bearer token.

* **No publishing actions appear:** Verify the MCP server URL is exactly `https://mcp.zernio.com/sse`.

* **Posting fails:** Confirm the destination social account is already connected inside Zernio.

* **You want more control over the creative review:** Keep generation and validation steps inside Notis, and call Zernio only after approval.

## Summary

Zernio gives you a hosted MCP endpoint that Notis can connect to with a Bearer-authenticated API key. That lets you use Notis to create and validate social content while Zernio handles the actual scheduling and publishing actions across your connected social channels.


# Task Management
Source: https://help.notis.ai/guides/task-management

Turn voice messages, chats, and emails into organized tasks in your favorite to-do apps. Create tasks, set reminders, check your workload, and get daily briefs.

<iframe title="Task Management" />

## Quick start: speak these

> *Create a new task in my website project to send feedback to the design team and remind me Friday morning.*

> *What's all my tasks planned for the week?*

> *What tasks are overdue across the team?*

Notis manages your tasks so you never miss a deadline.

## Task management workflow

### 1. Create tasks by voice

Natural language task creation:

> *Create a new task: Redesign landing page, assign to Sarah, due Friday.*

> *New task in the Michelin project: Review contract, due tomorrow.*

> *Add a task to send feedback to the design team, remind me Friday at 9am.*

Notis creates the task with:

* Task name and description

* Assignee

* Due date

* Reminder set

* Project association

### 2. Check your workload

Ask about your tasks anytime:

> *What's all my tasks planned for the week?*

> *What tasks are assigned to me?*

> *What's the task in my personal area I can do at home?*

Notis reads back your tasks with priorities and due dates.

### 3. Update task status

Progress updates by voice:

> *Mark 'Redesign landing page' as In progress.*

> *Set the contract review task to Done.*

> *Push the deadline to next Wednesday.*

### 4. Get project status reports

Stay on top of team progress:

> *Can you send me by email a project status of tasks in the Michelin project?*

> *What tasks are overdue across the team?*

> *Show me what's in progress for Marketing.*

Notis can email you summaries or read them back.

## Set up your Tasks database in Notion

The Notis Second Brain already contains a [Tasks database](/get-started/notion) already set up for you.

You can easily customise the tasks database to match any productivity framework. Just add the missing properties, instructions in their description on how to set them and configure the views to match your personal preferences.

<Warning>
  If you choose to use your own task manager, like Todoist or Google Task, make sure to delete the task database in the Notis Second Brain template to avoid any conflicts.
</Warning>

<Tip>
  If you want to assign tasks, make sure you have a property of type "person" in your database.
</Tip>

## Recommended Integrations

| Integration      | What it enables                                       | Examples                       |
| ---------------- | ----------------------------------------------------- | ------------------------------ |
| **Task Manager** | Task database, project tracking                       | Notion, Todoist, Asana         |
| **Calendar**     | Timebox your tasks                                    | Google Calendar, Outlook       |
| **CRM**          | Create tasks and associate them to leads and accounts | Hubspot, Salesforce, Pipedrive |

<Tip>
  If you connect multiple apps that support task management make sure to be specific which one Notis should use when giving her instructions.
</Tip>

## Working in a team

<iframe title="Task Management" />

Manage team tasks entirely by voice—no need to stop what you're doing to open apps and type.

### Assign tasks to teammates

Create and delegate tasks while on the go:

> *Create a new task: Redesign landing page, assign to Sarah, due Friday.*

Notis creates the task with proper assignment and deadline.

### Team members check their tasks

Each team member can ask about their workload:

> *What tasks are assigned to me?*

Notis reads out all assigned tasks and priorities—no need to open Notion or check screens.

### Update progress by voice

Team members can update task status hands-free:

> *Mark landing page task as in progress.*

### Check team status

Get instant updates on team progress:

> *What tasks are overdue across the team?*

<Tip>
  Make sure you have a "person" property in your Tasks database so you can assign tasks to team members with access to your Notion workspace.
</Tip>

## Reminders

<iframe title="Task Management" />

Never forget important follow-ups again. Notis handles reminders so your brain can focus on creating, not remembering.

Just talk to Notis via iMessage, WhatsApp or Telegram:

> *Remind me to follow up with Sarah about the partnership on Tuesday.*

Notis captures the reminder and nudges you at the right time.

> *Every Friday remind me to post a new blog post.*

Notis also supports recurring reminders.

<Tip>
  You can manage all your reminders using Notis or in the [Notis portal.](https://notis.ai/reminders)
</Tip>

## Automations

<iframe title="Task Management" />

### Friday wins summary

Get a personalized voice summary of everything you accomplished:

> *Every Friday at 5pm, send me a weekly task summary as a voice message with all the tasks marked as completed during the week since Monday.*

Notis will send you a voice note like:

> *Here's your weekly task summary. This week you completed 12 tasks. Well done! You wrapped up the client presentation on Wednesday, which is now ready for delivery.*

### Monday prioritization

Start each week with clarity on what needs attention:

> *Every Monday at 9am, send me a voice note with all of the tasks that are late, then the tasks scheduled for the week ahead, and finally the tasks not associated with any date.*

Notis will read out your priorities so you can organize your week before diving into work.

### Daily Brief

If you want to start every day knowing exactly what's on your plate, set up this automation:

1. Make sure you have connected your task manager in the [Integrations](https://app.notis.ai/integrations) tab.

2. Head over to the automation tab in the [Notis portal](https://app.notis.ai/automations), and create a new automation.

3. Add the instruction below (feel free to customize):

4. Configure the trigger to run every morning at 8am.

Once set up, you'll receive messages like:

> *Hey Flo! Here's your tasks planned for today: 1. Review the design feedback 2. Prepare the roadmap 3. Coordinate with marketing. 🚨 The following tasks are late: submit your investor update.*

## Pro tips

* \*\*Set your timezone: \*\*ask Notis to save your correct timezone if you receive a reminder at a wrong time or if you get an error “*I can’t create tasks in the past*”.

* **Be specific with the integration:** if you use multiple integrations compatible with tasks management (e.g. Notion and Todoist), specify where Notis need to create or edit your task.

* **Be specific with projects**: "New task in the Michelin project" helps organize.

* **Set reminders**: "Remind me Friday morning" creates automatic nudges.

* **Use natural dates**: "Due next Tuesday" or "due end of month" work great.

* **Name teammates**: "Assign to Sarah" sets the right owner.


# Travel Planning
Source: https://help.notis.ai/guides/travel-planning

Learn how to automate travel time blockers in your calendar using Notis. This guide shows you how to set up an automation that automatically reserves travel time between meetings—so you never have to worry about being late again.

<iframe title="Travel Planning" />

Do you ever struggle planning your week going from one place to another? If you're like Nikki—who used to rely on a PA to organize calendar blockers so she'd have enough time to travel between meetings—this guide is for you.

With Notis, you can automate travel time blockers in your calendar. Whenever a new appointment is booked, Notis will automatically reserve the time needed to get from your place to that appointment, and from that appointment to the next one, based on actual travel time.

**Setup time:** \~5 minutes

## What you'll need

* A Google Calendar connected to Notis

* Your home address

* 5 minutes to set things up

## Step 1: Create a Travel Blocker calendar

1. In Google Calendar, click the **+** icon to create a new calendar

2. Name it **Travel Blocker**

3. Click **Configure** (or open the calendar settings)

4. At the bottom, copy the **Calendar ID**—you'll need this later

## Step 2: Create the automation in Notis

1. Go to the Notis portal

2. Create a new automation and name it **Travel Planning**

3. Copy the prompt template below into the automation prompt

4. Customize the prompt:

* Replace `[your address]` with your home address

* Replace `[your calendar id]` with the Calendar ID you copied earlier

1. Review the rules and adjust them to your needs (e.g., transportation preferences)

<Info>
  **Prompt Template:** ‣
</Info>

## Step 3: Set up the triggers

1. In **Trigger Type**, select **Integrations**

2. Choose **Google Calendar** and select your default account

3. Create two triggers:

* **Event Created** — leave default settings

* **Event Cancelled/Deleted** — same calendar

<Tip>
  If you have multiple calendars connected to Notis, simply add more triggers for each calendar you want to monitor.
</Tip>

1. Hit **Save**

## How it works

Notis maintains three types of travel blockers:

| Type       | Description                                 |
| ---------- | ------------------------------------------- |
| **Type 1** | Travel from home → first meeting of the day |
| **Type 2** | Travel from one meeting → next meeting      |
| **Type 3** | Travel from last meeting → home             |

When you create a meeting, Notis will:

* Calculate the travel time based on the meeting location

* Create the appropriate blocker(s) in your Travel Blocker calendar

* Choose the optimal transport mode (public transit vs. car) based on your rules

When you delete or modify a meeting, Notis will automatically adjust all affected blockers.

## Test it out

1. Create a meeting on Monday at 10:00 AM (e.g., "Meeting with John" at a café)

2. Create another meeting later that day (e.g., "Lunch with Alex" at a restaurant)

3. Watch Notis automatically create:

* A blocker from home to your first meeting

* A blocker between your two meetings

* A blocker from your last meeting back home

Now add a third meeting between the two existing ones. Notis will recalculate and adjust all blockers automatically—no back and forth needed.

## Customization tips

You can adjust the rules in the prompt to fit your preferences:

* **Transportation mode:** By default, Notis picks public transport for downtown Paris and car otherwise. Change this to match your city or preferences.

* **Multiple calendars:** Add more triggers if you want Notis to monitor several calendars.

* **Error handling:** Notis will only message you directly if there's an error or if travel time exceeds the available time between meetings.

That's it! If you have a busy agenda and don't have a PA—or want your PA focusing on smarter tasks—let Notis handle your travel planning automatically. 🚀


# Connect Notion
Source: https://help.notis.ai/notion/connect-notion

Authorize Notis to access your Notion workspace, choose between the Notis Second Brain template or your own setup, and add a second account if you need one.

<iframe title="Connect Notion" />

Notis is unique because it deeply adapts to your Notion workspace. This page walks you through authorizing Notis, picking between the Second Brain template and your own setup, and managing access over time.

## Step 1 — Open the portal

Send Notis a message asking for your portal:

> *"Send me the link to my portal."*

On Telegram, you can also use the `/portal` command from the **Menu** button.

<img alt="Accessing the portal on WhatsApp" />

## Step 2 — Run the Notion authorization flow

1. Click the portal link Notis sent you
2. Open **Integrations**, find **Notion**, click **Connect**
3. Pick one of the two paths below

<img alt="CleanShot 2025-11-07 at 11.30.31@2x.png" />

### Option A — Use the Notis Second Brain template (recommended)

The fastest path. You'll get a clean, opinionated structure that works with every Notis feature out of the box.

1. In the Notion authorization screen, choose **Use a template provided by the developer**
2. Select your workspace and click **Add to Private** to duplicate the [Notis Second Brain template](https://mindtheflo.notion.site/notis-second-brain-system?source=copy_link)
3. Return to Notis to confirm the connection
4. Notis syncs your databases automatically

Continue to the [Second Brain tour](/notion/second-brain) to see what's inside.

### Option B — Use your existing Notion setup

If you already have a Notion structure you love (Easlo, Thomas Frank, your own template, etc.):

1. In the Notion authorization screen, choose **Select pages to share with Notis**
2. Pick the pages and databases you want Notis to access
3. Notis will have access to all subpages and databases within the pages you select

<Warning>
  **Before connecting your own pages, make sure:**

  * The pages contain at least one database
  * All databases have unique names — duplicates are ignored to avoid confusing Notis
  * If you have more than 20 databases, activate the ones you want from the portal
</Warning>

<Tip>
  **Pages vs. databases.** Make sure you understand the difference between Notion pages and Notion databases. [Learn more about Notion databases](https://www.notion.com/help/what-is-a-database).

  **Database naming.** Use unique, descriptive names. Think how you'd name it so an intern could understand what it's about.
</Tip>

## Adding a second Notion account

You can connect multiple Notion accounts to Notis — useful if your work and personal lives sit in different workspaces.

1. From the portal **Integrations** page, click **Add Account** on the Notion row
2. Authorize the second workspace and label it (e.g. "work", "personal")
3. The first account auto-labels as "default"

When you have multiple accounts, mention which one you want in your message:

> *"Save this note to my work Notion."*

> *"Add this contact to my personal CRM."*

If you don't specify, Notis asks. See [Integrations](/get-started/integrations) for the full multi-account workflow.

## What's next

* [Second Brain template tour](/notion/second-brain) — what each database is for
* [Database and property instructions](/notion/database-instructions) — teach Notis how each database should behave
* [Turn any database into an AI agent](/notion/database-as-agent) — the pattern behind every Notis workflow


# Turn any database into an AI agent
Source: https://help.notis.ai/notion/database-as-agent

Combine a Notion database, custom instructions, and Notis automations to spin up purpose-built AI agents that read and write to your workspace.

Notis is built around a simple idea: any software has three parts — a database, business logic, and a user interface. Notion gives you the database and the logic; Notis gives you the interface and the AI runtime. Together, any Notion database becomes its own AI agent.

## 1. Design your database

Create a Notion database with the properties your workflow needs. Think about what data each entry must capture for the agent to do its job — title, status, dates, files, relations to other databases.

A "Blog Posts" database might have:

* **Title** — the post title
* **Status** — Draft / Researching / Ready / Published
* **Hero image** — file/media property
* **Sources** — rich text or relation to a Bookmarks database
* **Outline** — rich text

A "Bug Reports" database might have:

* **Title** — short summary
* **Severity** — Low / Medium / High / Critical
* **Steps to reproduce** — rich text
* **Screenshot** — file/media
* **Linked feature** — relation to Features database

## 2. Add your business logic

Add custom logic directly inside Notion by writing instructions in:

* **The database description** — overall behavior. *"This is the blog content database. When a new entry is created, perform a deep search on the topic, fill the Sources field, and generate a hero image."*
* **The description of each property** — per-field rules. On the Hero Image property: *"Always generate a 1536x1024 landscape image with our brand color #24D366."* On the Outline property: *"Use H2 sections only — no H3 or deeper."*

This turns each database into a self-documenting AI agent. Notis re-reads the descriptions on every interaction, so changes take effect immediately.

See [Database and property instructions](/notion/database-instructions) for the full reference and examples.

<img alt="A Blog Posts database with custom instructions stored in its description and on each property" />

## 3. Choose your interface

Trigger the agent from any [channel](/channels/channels-compared) — WhatsApp, Telegram, email, Slack, voice — or run it on autopilot with [Automations](/get-started/automate).

Examples that combine all three layers:

> *"Create a new blog post about how Notis differs from custom GPTs, with research and a hero image."* — Triggered by chat. The Blog Posts database description tells Notis to deep-search, source, and illustrate before saving.

> *"Every Monday at 9 AM, generate a weekly digest from this week's Tasks and post it to my Notes database."* — Triggered by a [scheduled automation](/get-started/automate).

> *"When a new row is added to the Bug Reports database, run a triage prompt and assign a severity."* — Triggered by a [Notion webhook](#trigger-notis-from-notion-via-webhook).

<Tip>
  Start small. Build one database with one rule in its description, see how Notis handles it, then layer in property-level instructions. The instructions you write today become the spec the AI follows tomorrow.
</Tip>

## Trigger Notis from Notion via webhook

Notion's built-in automations can call any HTTPS URL when a database row changes — that's exactly what a Notis [webhook automation](/get-started/automate#webhook) is. Pair them and you get a Notion database that runs Notis on every status change, new row, or property edit.

Create a webhook automation in Notis first (chat or portal — see [Automations](/get-started/automate)) and copy its webhook URL. Then, on the Notion side:

1. Open the database that should trigger Notis and click the automations icon in the top bar:

   <img alt="Automations icon in the Notion database toolbar" />

2. Configure your trigger in the **When** section — for example "Status set to Complete":

   <img alt="Notion trigger configuration panel" />

3. In the **Do** section, choose **Send webhook**, paste your Notis automation's webhook URL, and select the properties you want to pass along with your instructions:

   <img alt="Notion 'Send webhook' action with the Notis URL and property checkboxes" />

The selected properties are forwarded to Notis as the request body, so your automation prompt can reference them ("write a recap based on the page's title and caption", "use the published date to schedule the post", and so on).

For the full list of trigger options, see the [Notion webhook docs](https://www.notion.com/help/webhook-actions). The same webhook URL works with [Zapier](https://help.zapier.com/hc/en-us/articles/8496083355661-How-to-get-started-with-Webhooks-by-Zapier#h_01HQ87H8BT49GC1PFJ910GZV8S), [Make](https://help.make.com/webhooks), [Pipedream](https://pipedream.com/docs/workflows/building-workflows/triggers#http), and any other automation platform.

<Warning>
  Keep your webhook URLs strictly private — they have full editing access to your workspace. Webhooks don't return any information, so they can't be used to read your Notion workspace. For that, use the [Notis API](https://www.notion.so/1ed6f212c58c804188b9ea2da2508aac).
</Warning>

## What's next

* [Database and property instructions](/notion/database-instructions) — exact syntax and examples
* [Automations](/get-started/automate) — wire your database agent to a schedule or webhook
* [Media Buyer guide](/guides/media-buyer) and [Brain Dumps guide](/guides/brain-dumps) — end-to-end examples of this pattern in action


# Database and property instructions
Source: https://help.notis.ai/notion/database-instructions

Add custom instructions in the description of a Notion database or property, and Notis follows them automatically when reading or writing.

The most powerful customization in Notis happens inside Notion itself. Every Notion database has a description field, and so does every property. Notis reads both on every interaction, so anything you write there becomes the rules of the road for that database.

This is the foundation of [turning any database into an AI agent](/notion/database-as-agent).

## Where to write instructions

### Database-level description

Open any database in Notion. Click the three-dots menu → **Edit description**. Whatever you write here becomes context Notis loads every time it touches that database.

Use the database description for:

* The overall purpose of the database
* Multi-step workflows that touch this database (e.g. "always research before saving")
* Rules that span multiple properties (e.g. "the title and the slug must always match")

### Property-level description

Click the dropdown arrow on any property → **Edit property** → **Description**. Use property descriptions for per-field rules.

Use property descriptions for:

* Formatting expectations ("dates always in ISO format")
* Content rules ("title is max 60 characters")
* Default behaviors ("if I don't specify a value, default to Medium")
* Cross-property rules ("if Severity is Critical, set Priority to P0")

## Example: Social Media Calendar

A common pattern. The database has columns for the post title, platform, copy, and image. The instructions live where they belong:

**Database description:**

```
Social Media Calendar. When a new entry is created without copy, draft the
copy based on the title and the platform. Match the brand voice: direct,
no buzzwords, no emojis. Always generate the hero image last so the copy
informs the visual.
```

**On the "Platform" property:**

```
One of: X, LinkedIn, Instagram, TikTok. Default to LinkedIn if not
specified. Used to drive the copy length and tone (X: 280 chars max,
LinkedIn: 1200 chars max with line breaks every 2 sentences).
```

**On the "Hero image" property:**

```
1536x1024 landscape. Brand color #24D366 only. No text on the image —
the copy lives in the Copy field. Generate transparent PNG when the
post will be reused as an asset.
```

Now when you say *"Add a LinkedIn post about today's Anthropic launch,"* Notis reads the database description (research first, brand voice, image last), reads the platform description (1200 chars max, line breaks), and reads the image description (landscape, brand color) — all without you spelling any of it out.

## Example: Bug Reports

**Database description:**

```
Bug Reports. Every entry must include the standard format below in the
body of the page:

  Steps to reproduce:
  Expected behavior:
  Actual behavior:
  Environment:
  Screenshot or screen recording:

If a screenshot is attached, copy it to the Files property. Default
Severity to Medium unless explicitly stated.
```

**On the "Severity" property:**

```
One of: Low, Medium, High, Critical. Critical is reserved for outages
and data loss. If Severity is Critical, also create a task in Todoist
in the "On call" project.
```

## Example: CRM follow-ups

**Database description:**

```
CRM. Every contact has a "Next follow-up" date. When I log a meeting
in Meeting Minutes that links to a contact here, suggest a follow-up
date based on the meeting type:

  Discovery call: +3 days
  Demo: +5 days
  Negotiation: +2 days
  Closed won/lost: +30 days

Update the contact's "Last touched" date to today.
```

## Best practices

<Tip>
  **Keep instructions short and actionable.** Notis re-reads them on every interaction, so verbose instructions slow things down and get less attention than crisp ones. Bullet points and short rules beat long paragraphs.
</Tip>

<Tip>
  **Write instructions for an intern.** If a smart intern wouldn't know what you mean, neither will Notis. Spell out the *why* alongside the rule when it isn't obvious.
</Tip>

<Tip>
  **Iterate from real misses.** When Notis does something wrong, that's a signal an instruction is missing or unclear. Fix the description, don't just correct the one entry.
</Tip>

<Warning>
  Instructions live in Notion and apply to that workspace. If you have multiple Notion accounts connected (work + personal), make sure to add instructions to the right database — they don't carry over.
</Warning>

## What's next

* [Turn any database into an AI agent](/notion/database-as-agent) — the broader pattern
* [Automations](/get-started/automate) — combine instructions with triggers to run agents on autopilot
* [Notis Second Brain](/notion/second-brain) — every database in the template has a description you can edit and extend


# Notis Second Brain
Source: https://help.notis.ai/notion/second-brain

Tour the databases included in the Notis Second Brain template — Areas, Projects, Tasks, Notes, Bookmarks, Meeting Minutes, Contacts & CRM, and Features & Bugs.

The Notis Second Brain is a comprehensive productivity template designed to manage every part of your life in Notion with Notis. This page walks through each database, what it's for, and how Notis uses it.

If you haven't installed the template yet, start with [Connect Notion](/notion/connect-notion).

**Jump to a database:**

* [Areas](#areas)
* [Projects](#projects)
* [Tasks and Reminders](#tasks-and-reminders)
* [Notes and Documents](#notes-and-documents)
* [Bookmarks](#bookmarks)
* [Meeting Minutes](#meeting-minutes)
* [Features and Bugs](#features-and-bugs)
* [Contacts and CRM](#contacts-and-crm)

## Areas

Areas represent the different aspects of your life that you organize your time around. Think about how you split your time during your week and weekend.

> *"Areas are parts of my life that I organize my time around. You're likely to have different areas in your life that you share your time across during the week and the weekend."*

For example, you might have areas like "Personal," "Work," or specific work streams. These categories help you sort your entire workspace quickly and efficiently.

<img alt="Here's how my own Areas database looks" />

<Tip>
  Use the same areas for time-boxing your week in your calendar. A "Timeboxing" calendar in Notion lets you lock the week per area based on the time you want to allocate to each work stream — easy way to make sure you're spending enough time in each priority.
</Tip>

## Projects

Projects are collections of tasks. As a rule of thumb, projects require more than a day to complete. They serve as a useful abstraction for attaching notes, documents, tasks, and reminders to track progress over time. Unlike Areas, they have a beginning and end.

> *"Creating projects is a valuable abstraction for attaching notes, documents, tasks, and reminders to track their progress over time."*

For example, you might create a project called "Launch on Product Hunt" and link it to the "Notis" Area. Within this project, you can create tasks like "Brainstorm hook for Product Hunt" and track their progress.

<img alt="This is what my project database looks like at the moment" />

<img alt="And the timeline view associated" />

## Tasks and Reminders

Tasks are small chunks of work that you can complete in a day. The Tasks & Reminders database helps you stay on top of your daily activities and priorities.

> *"If you need more than one day to complete a task, it's more likely to be a project."*

For example, you might create a task like "Post the video about the Notis second-brain system" and assign it to the "Personal" Area with a specific due date. The calendar view lets you drag and drop tasks to schedule them.

<img alt="Tasks with a due date appear on the calendar view; tasks without a due date appear in the inbox organized by area" />

<Tip>
  Download [Notion Calendar](https://www.notion.com/product/calendar) to view your tasks alongside your other calendars and time-box from one place.
</Tip>

<Tip>
  Organize your week by drag-and-dropping tasks from the right side (inbox) to the left side (scheduled). You'll see a clean week ahead in seconds.
</Tip>

## Notes and Documents

Notes & Documents are everything you write yourself. This database helps you organize thoughts, ideas, and longer-form content.

> *"Notes are things that you write — things that you write yourself. If you write a quick note for yourself, it's just like a document you don't spend much time on. If you write a full presentation, it's the same thing."*

For example, you might create a document titled "How to manage your anxiety at the dentist" and link it to your "Personal" Area. It can be a quick note or a long-form document — same database.

<img alt="By default, your notes are organized by area; you can also reorganize by project" />

## Bookmarks

Bookmarks are for content created by others that you want to save for future reference. Web articles, quotes from books, anything you didn't write yourself.

> *"Bookmarks are things that others wrote — website content you captured to remember a tool you discovered, a quote from a book, anything that someone else wrote."*

For example, save an article like "Drills, needles, and pain, oh my!" to Bookmarks and link it to your "Personal" Area.

<img alt="Bookmarks" />

<Tip>
  Install the Notion Web Clipper to capture web pages directly from Chrome on desktop, and use the Notion mobile extension on the go.
</Tip>

## Meeting Minutes

Meeting Minutes stores notes and summaries from your meetings — discussions, decisions, action items.

> *"One of my favorite use cases is to ask Notis right after a Granola-transcribed call to send me a follow-up email draft based on the meeting and add my action items to my Tasks database."*

For example, an entry titled "Notis Orientation between Florian Pariset and Chaimaa" with attendees, key discussion points, and next steps.

<img alt="Meeting Minutes" />

<Tip>
  Use voice notes for in-person meetings (Notis transcribes them) and [Granola](https://go.granola.ai/florian-pariset) for online meetings. Configure Granola's Notion extension to use this database so every transcript ends up in the same place.
</Tip>

## Features and Bugs

Features & Bugs is designed for product managers and developers tracking feature requests and bug reports.

> *"I used to dread reporting bugs — Notis has made it, by far, the path of least resistance to write precise bug reports."*

For example, an entry tracking a new feature idea or a bug you've discovered.

<img alt="Features & Bugs" />

<Tip>
  Add your bug-report standard format to the database description (see [Database and property instructions](/notion/database-instructions)). You can push further by syncing GitHub issues into this database so your team stays in sync.
</Tip>

## Contacts and CRM

Contacts & CRM helps you manage your sales process or just keep enough context on the people in your life that Notis can help. Particularly powerful when you connect entries to Meeting Minutes, Notes & Documents, and Tasks.

> *"Having my contacts in my second brain lets me ask Notis what my next follow-up is with a lead, and ask questions about previous meetings. It's a consolidated context across my whole second brain."*

For example, store contact info, interaction history, and follow-up notes for clients, colleagues, or friends.

<img alt="Contacts & CRM" />

<Tip>
  Snap a photo of a business card and send it to Notis — it extracts every relevant field and saves a new contact automatically.
</Tip>

## What's next

* [Database and property instructions](/notion/database-instructions) — customize how Notis interacts with each database
* [Turn any database into an AI agent](/notion/database-as-agent) — the pattern behind advanced Notis workflows


# Browser Use
Source: https://help.notis.ai/tools/browser-use

Give Notis a real web browser it can drive — log in, click through pages, fill forms, and pull data from sites that have no API.

<div>
  <span>PRO+</span>
  <span>Included with Pro+ and Ultra</span>
</div>

Some work only exists behind a login and a few clicks — a dashboard with no API, a portal that only exports from a button, a flow you'd normally do by hand. Browser Use gives Notis a real, controllable web browser so it can do that work for you: open the page, sign in, navigate, fill the form, grab the data.

It's powered by a single skill — **Notis Browser Control**. Once installed, the same skill drives a browser whether Notis is running on the [Cloud Computer](/tools/cloud-computer) or on your own machine through the [Local Shell](/your-computer/local-shell) — you don't pick a different tool for each, Notis just uses whichever environment the task is in. The cloud browser is included with Pro+ and Ultra; using your own desktop requires Ultra.

## What you can ask for

* "Log in to my analytics dashboard and export this month's report."
* "Go to this supplier portal and pull the latest order status for each SKU."
* "Fill out this multi-step application form with the details I gave you."
* "Check whether my listing is still live and screenshot the page."

## Install the Notis Browser Control skill

Browser Use ships as a skill, so adding it is the same one-click flow as any other skill:

**From the catalog**

1. Open your [Notis portal](https://app.notis.ai)
2. Go to **Skills**
3. Find **Notis Browser Control** in the curated catalog and click **Install**

**From a chat**

> *"Install the Notis Browser Control skill."*

Notis confirms and it's available everywhere immediately. See [Skills](/tools/skills) for the full install flow.

## Cloud or your own desktop — same skill

The skill is environment-agnostic:

* On the **Cloud Computer**, Notis drives a private browser in its own cloud workspace — nothing touches your machine. This is the default.
* On your **own desktop**, through the **Local Shell**, Notis drives a browser on your computer when the task genuinely needs your local network, files, or sessions. This path requires Ultra and Your Computer turned on.

You don't choose between them. Notis stays in the cloud whenever it can and only reaches for your machine when the task requires it.

## The main limitation: it can't use your everyday browser

For your security, Notis **can't take over the browser you use day-to-day** — the one already logged in to your bank, email, and everything else. It always drives a separate, clean browser instead. That keeps Notis isolated from your personal sessions, but it also means it starts logged out of every site.

Two ways to give it the access it needs without handing over your main browser:

### Save a profile

Let Notis sign in once and **save the browser profile**. The next time it opens that site, the session is already there — no re-login. Profiles persist between runs, so a portal you logged into last week is still ready this week.

### Connect 1Password

For credentials, connect **1Password** in your [integrations](/get-started/integrations/overview). Notis pulls the right login from your vault at the moment it's needed, so you never paste a password into a chat.

1Password connects through a **service account** — a scoped, revocable token that gives Notis access to only the items you allow, never your full vault. Follow 1Password's guide to create one: [Get started with 1Password Service Accounts](https://www.1password.dev/service-accounts/get-started).

## When Notis uses it

Only when a task needs a browser and no API or integration will do. If the work can be done through a connected app, Notis takes that path first — it's faster and more reliable. Browser Use is for the sites that can only be reached by actually visiting them.

## Related

* [Cloud Computer](/tools/cloud-computer) — the cloud workspace where the browser runs by default.
* [Local Shell](/your-computer/local-shell) — run the same skill against a browser on your own machine.
* [Skills](/tools/skills) — how to install and manage skills.
* [Integrations](/get-started/integrations/overview) — connect 1Password and other accounts Notis can use.


# Cloud Computer
Source: https://help.notis.ai/tools/cloud-computer

Notis's private cloud workspace for running real work — scripts, browsers, file edits, full documents — without ever touching your computer.

<div>
  <span>PRO+</span>
  <span>Included with Pro+ and Ultra</span>
</div>

The Cloud Computer is Notis's own private workspace in the cloud. Whenever a task needs more than a chat reply — installing something, running a script, transforming a file, browsing the web with the built-in browser agent — Notis does it here. You don't set anything up. It's included on **Pro+ and Ultra**. Upgrade to Pro+ or Ultra to get your own dedicated Cloud Computer and its browser agent.

Most users meet the Cloud Computer through [Skills](/tools/skills). A skill tells Notis *how* to do the work; the Cloud Computer gives it the environment to execute it.

## What you can ask for

* "Turn these receipts into a clean expense spreadsheet."
* "Open this website, capture the pricing table, and tell me what changed."
* "Create a PowerPoint from this outline using our brand template."
* "Run my weekly social-media-review skill and schedule the winning posts."

If the task can be done end-to-end without your machine, this is where it happens.

## Install anything to extend Notis

When a task needs a tool Notis doesn't ship with, just ask — Notis can install CLIs, npm packages, and Python libraries on the fly and use them right away. A few examples:

* "Install the **GitHub CLI** and list my open PRs across all repos."
* "Use **yt-dlp** to download the audio of this YouTube video and transcribe it."
* "Install **ffmpeg** and trim the first 30 seconds off this video."
* "Use **pandoc** to convert this Markdown into a nicely formatted DOCX."
* "Install **Vercel CLI** and deploy the static site in this folder."
* "Install the **Stripe CLI** and pull last month's payouts as a CSV."
* "Use **ImageMagick** to resize every PNG in this zip to 800px wide."

Once installed inside the workspace, the tool stays available for follow-up requests in the same session.

## What's in the box

The Cloud Computer comes ready to work. Out of the box it can:

* Open and edit PDFs, Word docs, spreadsheets, and slide decks.
* Run Python and Node scripts.
* Browse and extract data from websites.
* Read images and run OCR on scanned files.
* Use any [Skill](/tools/skills) you've installed.

Common built-in skill families:

* **Documents** — PDF, DOCX, XLSX, and PPTX creation and editing.
* **Browser Agent** — navigation, extraction, screenshots, and form workflows.
* **Data cleanup** — CSV, spreadsheet, and structured-data transformations.
* **Publishing workflows** — research, drafting, formatting, and uploading to connected apps.

## Sending and receiving files

* **Send** — attach files to your message. Notis can use them right away.
* **Receive** — when Notis creates a file (a report, a spreadsheet, a deck), it comes back in the same thread. Depending on the request, Notis may also save it straight to Notion, Google Drive, Gmail, or another connected app.

For sensitive files, follow the same rule as with any assistant workflow: only upload what you're comfortable letting Notis process. See [Privacy & Security](/account-and-settings/privacy-and-security).

## Good requests

Be specific about the final artifact and where it should go:

> "Create an XLSX with one sheet per month, include formulas, and send it back here."

> "Use the browser agent to capture screenshots of the onboarding flow, then make a bug report."

> "Use my blog-post skill to draft the article, save it to Notion, and attach a Markdown copy here."

## When Notis uses it

Always, unless the task truly needs to happen on your own computer. If a request can be answered directly from chat, integrations, or memory, Notis won't bother spinning anything up. For everything else, this is the default — fastest, safest, and works on any channel.

You can inspect every step from the agent timeline in the [Desktop and Web App](/channels/manager), and enable Dev Mode when you want the raw tool calls and outputs.

## FAQ

<AccordionGroup>
  <Accordion title="Does each conversation get a fresh Cloud Computer?">
    No — you get **one Cloud Computer per account**, reused across every thread, channel, and skill run. That means a CLI you install in one chat is still available in the next one, and files you generate stick around between conversations until the workspace recycles.
  </Accordion>

  <Accordion title="How long does the Cloud Computer stay around?">
    It stays running as long as you're actively using Notis, then shuts down after a period of inactivity to free resources. The next time you ask Notis to do something, a new one spins up automatically — you don't have to do anything.

    When the workspace recycles, anything Notis installed mid-session (like an npm package or a CLI) is gone and will be reinstalled on demand the next time it's needed. Files you've explicitly saved (to Notion, Drive, the thread itself, etc.) are unaffected — those live outside the workspace.
  </Accordion>

  <Accordion title="Can other people see my Cloud Computer?">
    No. Your Cloud Computer is private to your account. It's isolated from every other Notis user and from the wider internet except for the network calls Notis explicitly makes on your behalf.
  </Accordion>

  <Accordion title="Where do generated files go?">
    Back to the thread you're in, as attachments. If you ask Notis to save somewhere specific — Notion, Google Drive, Gmail, an email reply — it'll do that too. Files don't stay stuck inside the workspace.
  </Accordion>

  <Accordion title="Can I run something that takes a long time?">
    Yes. Long-running tasks continue in the background and Notis pings you in the same thread when they finish — you don't have to keep the chat open.
  </Accordion>

  <Accordion title="What if Notis needs something it doesn't have?">
    It'll install it. CLIs (`gh`, `ffmpeg`, `yt-dlp`, `pandoc`, …), npm packages, and Python libraries can all be added on the fly. If a task needs credentials or access Notis doesn't have, it'll ask you to connect the missing integration instead of guessing.
  </Accordion>
</AccordionGroup>

## Related

* [Skills](/tools/skills) — instructions and templates Notis can run.
* [Local Shell](/your-computer/local-shell) — when work needs to happen on your machine instead.
* [Desktop Use](/your-computer/desktop-use) — when Notis needs to drive a real app on your desktop.


# Deep Research
Source: https://help.notis.ai/tools/deep-research

Run long, multi-source research across the public web and get a sourced report when it is ready.

<iframe title="Deep Research" />

## Getting Started

Simply ask Notis to perform a deep research on the topic of your choice.

> Can you do a deep research on the competitors of [notis.ai](http://notis.ai)

## What is Deep Research?

For more comprehensive information gathering, Notis can run a deep research pass across current public web sources. Simply input your query using a phrase like "can you do a deep search on \[topic]" and Notis will compile relevant, up-to-date information into a sourced report.

<Tip>
  Deep Research usually takes a few minutes and can take up to an hour for a large request. It runs in the background, so you can keep talking to Notis while it works — the results arrive as a separate message when it is done.
</Tip>

## Example Uses

Here are some practical ways to use Notis deep research:

* Market research on competitors

* Academic research for papers or studies

* Comprehensive industry trend analysis

* In-depth product comparisons

* Extensive information gathering for strategic decisions


# Documents
Source: https://help.notis.ai/tools/documents

Read, write, store, and shuttle PDFs and office documents between your integrations, your Memories, and the AI.

Notis treats documents as first-class citizens. You can send a PDF as a voice-note attachment, ask Notis to pull a contract from your Drive, file it into your Memories, and generate a polished Word follow-up — all in the same conversation.

## Read documents

Notis understands the formats you actually use day to day:

* **PDF** — contracts, receipts, research papers, scanned forms
* **Microsoft Office** — `.docx`, `.xlsx`, `.pptx`
* **Plain text and code** — `.txt`, `.md`, `.csv`, `.json`, `.py`, `.ts`, etc.
* **Spreadsheets** — `.xlsx` and `.csv` are parsed as structured data, not just text

You can attach a file directly to your message, or paste a URL — Notis will download and read it.

**Examples**

> *"Summarize this 30-page contract and flag any clause that's unusual."*

> *"What's the total for VAT in this invoice PDF?"*

> *"Compare these two .docx versions and list every change."*

<Tip>
  Want to extract data from a photo of a receipt or business card instead of a PDF? Use [Images](/tools/images) — Vision handles image-only content.
</Tip>

### Limits

* **50 MB per file** when sent directly to the model
* **50 MB combined** across all attachments in a single turn
* For larger files, ask Notis to upload to Drive or Notion first, then reference the link

## Move documents through your integrations

Notis can upload to and download from any connected integration. The doc never has to leave the conversation — Notis fetches it, works with it, and saves it back wherever you want.

**Examples**

> *"Pull the latest contract PDF from my Drive 'Legal' folder."*

> *"Save this deck to my Notion `Resources` database with the tag 'Q2 review'."*

> *"Email this PDF to [ops@acme.com](mailto:ops@acme.com) with a one-line summary."*

> *"Add the receipt I just sent to my Expenses database in Notion."*

See [Integrations](/get-started/integrations) for the full list of connected services and how to add more.

## Save documents to your Memories

When a document should stay searchable forever — brand guidelines, account numbers, a process you reference often — save it to your Memories. Notis indexes the content so it can recall passages on demand, even months later.

**Examples**

> *"Save this brand guideline PDF to my long-term memory."*

> *"Add my 2026 tax forms to memory and remember they're stored there."*

You can also drag files into the Memories section of the portal. See [Memories](/tools/long-term-memory) for the full reference.

## Create and edit documents with skills

<Note>
  Creating and editing documents is included in the **Pro+** and **Ultra** plans — it runs on [Skills](/tools/skills) inside the cloud sandbox. On Pro, ask Notis to upgrade, or switch your free trial to Pro+ at no charge to try it. Reading documents works on every plan.
</Note>

Skills give Notis the muscle to actually produce polished documents — not just text. The right skill turns a brief into a formatted Word doc, a receipt pile into a clean spreadsheet, or a content outline into a slide deck.

| Format             | Powered by                   |
| ------------------ | ---------------------------- |
| PDF                | reportlab, pdfplumber, pypdf |
| Word (.docx)       | python-docx                  |
| Excel (.xlsx)      | openpyxl                     |
| PowerPoint (.pptx) | python-pptx                  |

**Examples**

> *"Turn this brief into a 3-page PDF proposal with our logo on the cover."*

> *"Add a 'Risks' section to the attached spec.docx without rewriting the rest."*

> *"Build an expense XLSX from these receipts grouped by category."*

> *"Generate a 5-slide pitch deck from these talking points."*

Browse the catalog at [Skills](/tools/skills) — many document skills are pre-installed, and you can create your own with a brand voice or template baked in.

## Common questions

**What file types can Notis read?**

PDF, DOCX, XLSX, PPTX, TXT, MD, CSV, JSON, and most common code formats. Image-only files (JPG, PNG) are handled through [Images](/tools/images).

**Can Notis OCR scanned PDFs?**

Yes — Notis automatically falls back to OCR when a PDF has no embedded text layer.

**Can Notis sign PDFs?**

Not directly. Notis can fill out fields and prepare a signed-ready PDF, but signing happens through your e-signature service (DocuSign, HelloSign, etc.).


# Images
Source: https://help.notis.ai/tools/images

Generate, edit, and analyze images using advanced AI models, or extract information from visual content like receipts, business cards, and charts.

<iframe title="Images" />

## Understand Images

Vision is Notis's image understanding capability that enables our AI to "see" and analyze the content of images you share. When you upload an image, the Vision tool processes it and can describe, analyze, or extract information from the visual content.

### Features

* Understand image content (people, objects, scenes, text, charts, screenshots)

* Extract structured information (business cards, receipts, product labels, handwritten notes)

* Analyze visual elements (data visualizations, design elements, concepts)

### Examples

*"Extract information from this restaurant receipt, including the restaurant name, date, time, items purchased, and payment details."*

*"Digitize this business card information including name, title, company, contact details, and website."*

*"Analyze this quarterly sales chart and provide a detailed breakdown of the numbers along with growth percentages between quarters."*

*"What is this plant and how much should it be watered every week?"*

<Tip>
  In practice you don't have to be specific - this is just to illustrate the capabilities of Notis in term of data extraction.
</Tip>

## **Generate & Edit Images**

Notis can both create new images from a prompt and edit images you've already shared. Under the hood it uses two state-of-the-art models and automatically picks the right one based on the controls you ask for, so you don't have to think about it.

### Models

**Nano Banana Pro** — Google's `gemini-3-pro-image-preview`. Built for professional asset production, with advanced reasoning that follows complex instructions and renders high-fidelity text inside images. Strong choice for infographics, diagrams, posters, and any image that needs accurate typography or that combines multiple reference images.

**ChatGPT Image** — OpenAI's `gpt-image-2`. A strong all-rounder with transparent-background support, multi-output generation, and a high-fidelity editing mode that preserves faces, logos, and fine textures from reference images.

### Shared features

* Generate images from voice or text instructions.

* Edit images you sent, that Notis created previously, or that live in your Notion databases.

* Save the result directly into a Notion media property in the same turn.

### Nano Banana Pro capabilities

* **Aspect ratios** — `1:1`, `2:3`, `3:2`, `3:4`, `4:3`, `4:5`, `5:4`, `9:16`, `16:9`, `21:9`.

* **Resolution tiers** — `1K`, `2K`, or `4K` for poster- and print-quality output.

* **Multiple reference images** — combine several inputs in a single edit (e.g., place a product on a new background, mix two style references, blend characters).

* **Google Search grounding** — optional real-world grounding so the model can render up-to-date facts (logos, charts, places, current events) instead of hallucinating them.

* **High-fidelity text** — reliably renders readable text and labels inside the image, ideal for infographics, slides, and UI mockups.

### ChatGPT Image capabilities

* **Sizes** — `1024x1024` (square), `1536x1024` (landscape), `1024x1536` (portrait), or `auto` to let the model decide from the prompt.

* **Quality** — `low` (faster), `medium`, `high` (best quality), or `auto`.

* **Transparent background** — generate or edit assets as transparent PNGs, ready to drop onto any background.

* **Multiple outputs** — produce up to 4 variations in a single call.

* **High input fidelity** — when editing, opt into a high-fidelity mode that preserves details like faces, logos, and fine textures from the input images.

### Examples

**Generate new images:**

*"Generate an image of a cat riding a bicycle in a cartoon style."*

*"Create a 16:9 4K infographic of this quarter's sales numbers and save it in the media property."*

*"Make a transparent PNG of a blue rocket I can drop into a slide."*

*"Generate 3 variations of a minimalist logo for a coffee shop."*

*"Create a poster of the current weather in Tokyo."* (uses Google Search grounding for real-world data)

**Edit existing images:**

*"Edit this image to add a rainbow in the background."*

*"Combine these two product photos onto the same beach background."*

*"Remove the text from this image and replace it with our company logo, keeping the logo crisp."*

*"Change the background color to blue while keeping the subject's face exactly as it is."*


# Premium Tools
Source: https://help.notis.ai/tools/included-tools

1,400+ specialist tools Notis can use straight away — nothing to sign up for, nothing to buy, and the cost of each use comes out of the usage your plan already includes. Using them is included with ULTRA.

<div>
  <span>ULTRA</span>
  <span>Using the specialist tools is included with Ultra</span>
</div>

Some work needs a tool you would never buy a subscription for. Enriching one contact. Checking the keyword rankings for a domain, once. Pulling a company profile before a call. The tools that do this well cost \$99 a month, and you need them twice a year.

Premium Tools fix that. Notis can reach **1,400+ specialist tools** and use them the moment you ask, without you signing up anywhere. Buying that set of subscriptions yourself would cost upwards of \$20,000 a year. You pay for the one use instead of the year, and it comes out of the usage already included in your plan rather than a credit pack you buy separately.

## How it works

Just ask. There is nothing to connect and nothing to switch on.

> "Find out who's behind [hello@acme.com](mailto:hello@acme.com) and what the company does."

Notis looks through the catalogue, picks the right tool, checks the price, and uses it. The result comes back in the conversation like any other answer.

## Who can use it

Anyone can ask Notis to look for a tool: it will find the right one and tell you what using it would cost. **Using** a specialist tool is included with ULTRA. On any other plan Notis explains which tool it found and offers to upgrade you.

## What it costs

Each tool has its own price, and most are cents rather than dollars: reading a web page is about \$0.004, a web search about \$0.012, looking up a contact a fraction of a cent. Creating audio or video costs more — reading a long article aloud is a little over \$1, and the most expensive thing in the catalogue is a twelve-second generated video at \$4.32. Every price is shown on the tool's own page, and Notis will not spend more than about \$1.20 on a single use: if a tool costs more than that, it tells you the price instead of using it.

Uses are drawn from the usage allowance already included in your plan — the same pool that covers everything else Notis does. There is no separate bill, no credit pack to buy, and no subscription in your name.

## What is available

The catalogue covers the work people most often need a specialist tool for:

* **Contact and company details** — turn an email address or a website into a real profile
* **SEO and website metrics** — keyword rankings, traffic estimates, links
* **Reading and collecting from websites** — get clean, organised information out of a site
* **Smarter web search** — search built for finding good sources, not just pages
* **Pages that need a real browser** — read sites that only work when a browser opens them
* **News and market signals** — live feeds
* **Weather** — current conditions and forecasts anywhere

Alongside them sit the things Notis does itself — web search, reading a page, transcription, image and video generation, reading text aloud and deep research. Those are not Ultra features: they work on every plan, and they appear in the same place because you pay for them the same way, per use rather than per subscription.

<Card title="Browse the Premium Tools catalogue" icon="screwdriver-wrench" href="https://notis.ai/integrations/?provider=Monid">
  Profiles of the tools people reach for most — a selection, not the whole catalogue. Notis looks through all 1,400+ when you ask, including ones with no page of their own.
</Card>

## When Notis uses them

Notis prefers the apps you have already connected. If you have connected Gmail, it reads your mail with Gmail rather than paying for a tool to do it.

Premium Tools are for the gap: something you have not connected, and would not want to subscribe to. Notis reaches for them only when nothing you already have can do the job.

## Where they work

Ask for them in any Notis conversation — the app, or any of your connected messaging channels.

They also work when you use Notis from a coding agent. In Voice Mode, Notis can
find and use them too, but some calls can take up to two minutes. They are not
available inside a Notis app view.

## Good to know

* Nothing to sign up for, and nothing to cancel.
* Using a specialist tool requires Ultra; searching the catalogue does not.
* Notis tells you the price before an unusually expensive use.
* If a tool fails, you are not charged for it.
* Some work takes longer than a couple of minutes. Notis tells you it is still going, then comes back with the result.


# Memories
Source: https://help.notis.ai/tools/long-term-memory

Notis remembers your preferences, projects, important details, uploaded files, and connected memory sources across every conversation.

## What are Memories?

Memories are Notis's long-term recall of information about you, your preferences, and your work across all conversations. Instead of repeating yourself every time you talk to Notis, the assistant automatically saves and recalls relevant context when needed.

## Memory sources

<div>
  <span>ULTRA</span>
  <span>Memory sources are included with Ultra</span>
</div>

Memory sources let Notis continuously index external knowledge bases so they become part of its passive context. This is different from asking Notis to take an action in an integration: memory sources help Notis *know* what is inside a source even when you do not mention it.

Supported memory sources include:

* **Notion** - pages and databases you connect for background knowledge.
* **Gmail** - historical email context, tone, decisions, and relationship history.
* **Google Drive and OneDrive** - docs, PDFs, spreadsheets, and shared folders.
* **Granola** - your AI meeting notes, summaries, attendees, and transcripts.
* **Websites** - public sites or docs that should stay available as reference material.

<Info>
  Memory sources are available on Ultra. Regular learned memories and uploaded memory files continue to work separately.
</Info>

### Memory sources vs. integrations

| Type              | What it does                                           | Example                                                                             |
| ----------------- | ------------------------------------------------------ | ----------------------------------------------------------------------------------- |
| **Integration**   | Gives Notis active tools to do work in another app.    | Send an email, update a Notion database, create a calendar event.                   |
| **Memory source** | Gives Notis passive knowledge from an external source. | Recall a product brief in Drive or past positioning notes in Notion while drafting. |

You can connect the same app as both an integration and a memory source. For example, Gmail as an integration lets Notis send or draft emails; Gmail as a memory source helps Notis understand prior conversations and context.

### Set up a memory source

1. Open the Notis portal.
2. Go to **Memories**.
3. Choose **Add memory source**.
4. Pick the source type and connect it. Most sources authorize through OAuth; Granola connects with a Granola API key instead.
5. If asked, select the account, folder, workspace, or website you want Notis to index.

Notis indexes the source in the background and refreshes it over time. Newly indexed context becomes available automatically when relevant.

## How it works

Memories work completely automatically—no manual setup required. Here's what happens behind the scenes:

### Automatic learning

As you interact with Notis across any channel (WhatsApp, Telegram, email, or Advanced Voice Mode), the assistant identifies and saves important information:

* **Your preferences** – How you like things done, your communication style, favorite tools

* **Current projects** – What you're working on right now, key objectives, active initiatives

* **Personal details** – Relevant facts about your life, work, schedule, and responsibilities

* **Decisions and context** – Past choices, reasoning, and outcomes that inform future conversations

### Intelligent retrieval

When you ask Notis a question or request help, the assistant automatically searches your Memories to find relevant context. This means:

* You don't need to re-explain your situation every time

* Notis can provide more personalized and accurate responses

* Your assistant gets smarter the more you use it

## Using Memories

### During conversations

Memories work seamlessly in the background. You'll notice them when:

* **Notis recalls details** without you mentioning them – "Based on your CRM database structure..."

* **Responses feel personalized** – The assistant adapts to your communication style and preferences

* **Context carries forward** – Information from previous conversations is available when relevant

**Example:**

If you previously told Notis that you manage client projects in a specific Notion database with particular status values, the assistant will remember this structure and use it automatically when you ask to create new tasks or check project status.

### With Advanced Voice Mode

Memories are fully integrated with [Voice Mode](/tools/voice-mode). During voice calls, Notis can:

* Access saved memories to answer questions without you providing full context

* Search through past conversations to recall specific details

* Update memories based on new information you share during the call

## Managing your memories

### View and manage files

You can upload documents that become part of your Memories, making their content searchable and available to Notis. This is useful for:

* Reference documents you frequently need

* Company policies or guidelines

* Personal information (travel documents, addresses, account numbers)

* Project documentation

**To manage your memory files:**

1. Visit your Notis portal at [app.notis.ai](http://app.notis.ai)

2. Navigate to the Memories section

3. Upload new files by dragging and dropping or clicking to browse

4. View, search, and delete existing files as needed

**Supported file types:** PDF, Word documents, text files, CSV, images

**Maximum file size:** 50 MB per file

### What gets saved

Notis determines what information is important enough to save based on:

* Information you explicitly share ("Remember that I prefer...")

* Repeated patterns in how you work

* Key facts about your workspace structure

* Important decisions and their reasoning

### Privacy and control

* Your Memories are **private to you** – they're never shared with other users

* Memories are used **only to improve your experience** with Notis

* You can delete uploaded files anytime from the portal

* See [Privacy & Security](/account-and-settings/privacy-and-security) for details on how your data is protected

## Best practices

### Help Notis learn faster

While Memories are automatic, you can help your assistant learn more effectively:

**Be explicit about preferences**

"I prefer daily standup summaries to be bullet points, not paragraphs"

**Share context about your workflow**

"My team uses the 'Backlog' status for new feature requests before they're prioritized"

**Correct misunderstandings**

"Actually, the Q1 report database is different from the monthly reports database"

### Leverage uploaded files

Upload reference documents that you access frequently:

* Company style guides

* Brand guidelines

* Process documentation

* Templates and frameworks you reference often

Once uploaded, Notis can reference these documents automatically when relevant to your requests.

## Common questions

**How much memory can I store?**

There's no hard limit on memory storage, but individual files must be under 50 MB.

**Can I see what Notis has remembered about me?**

You can view and manage uploaded files in the portal. The system-generated memories (learned from conversations) work automatically in the background.

**What if Notis remembers something incorrectly?**

Simply correct it in conversation: "Actually, that's not right—here's the correct information." Notis will update its understanding. Alternatively you can search the memory in the “Memories” section of the portal and delete that memory.

**Can I disable Memories?**

No.


# Reminders
Source: https://help.notis.ai/tools/reminders

Notis allows you to set up reminders so you never miss important tasks or deadlines. Reminders can be one-time or recurring, and can be managed directly from your Notis dashboard.

<iframe title="Reminders" />

## What Are Reminders?

Reminders are scheduled messages that Notis sends you at a specified time or on a recurring schedule. You can use reminders for meetings, follow-ups, or any task you want to remember and they are compatible with every channels

<Tip>
  Whenever Notis sends you a reminder, the context of the conversation at the time you set the reminder is automatically recalled, so Notis remembers what you were discussing.
</Tip>

## How to Manage Reminders with Notis

*“Remind me to submit my report at 5pm tomorrow.”*

*“Set a recurring reminder every Monday at 9am to check project status.”*

*“Can you list all my reminders?”*

*“Delete the reminder about picking up the milk.”*

<Tip>
  You can also ask Notis to link a Notion entry to a reminder so it’s context is easily retrieved.
</Tip>

## How to Edit or Delete a Reminder in the Portal

* To edit, click the pencil icon next to a reminder, update the message or schedule, and save.

* To delete, click the trash icon. The reminder will be removed from your list.


# Skills
Source: https://help.notis.ai/tools/skills

Skills are bundled instructions and scripts that extend what Notis can do — install one, create your own, or pull from the community.

A skill teaches Notis *how* to do something — your writing voice, your formatting rules, your repeated workflows. Where automations decide *when* Notis runs, skills decide *how* it executes once it does.

<Note>
  Skills inside Notis are included in the **Pro+** and **Ultra** plans. On Pro,
  ask Notis to upgrade — or, during your free trial, switch the trial to Pro+ at
  no charge to try them. [Keep skills in sync](/agents/keep-skills-in-sync) lets
  you use your skills with Claude Code, Cursor, and Codex.

  Some built-in skills also need the plan for the feature they control. They stay
  visible in the catalog with the right upgrade button; for example, Desktop Use
  requires Ultra because it uses [Your Computer](/your-computer/overview).
</Note>

## What is a skill?

A skill is a small folder with:

* **`SKILL.md`** — required. Plain text instructions plus a short description Notis uses to decide when to load it.
* **`scripts/`** — optional. Executable code (Python, Bash) Notis can run.
* **`references/`** — optional. Reference docs loaded on demand.
* **`assets/`** — optional. Templates, images, or other files used in outputs.

Notis dispatches skills automatically based on each one's description, the same way it picks the right tool. You don't invoke them manually — when a request matches, Notis loads the skill and follows its instructions.

## Built-in skills

Notis ships with a growing library of skills for work that needs real execution, not just a text answer:

* **Word, Excel, PowerPoint** - generate, edit, and export full Office documents.
* **PDF** - create, edit, combine, split, and render PDFs with layout control.
* **Browser Agent** - navigate websites, fill forms, extract data, and take screenshots.
* **Research and publishing** - gather sources, draft content, format it, and save it to connected apps.

These skills can run on the [Cloud Computer](/tools/cloud-computer), which gives Notis a secure cloud workspace for files, scripts, CLIs, browsers, spreadsheets, and presentations.

## Install a skill

Two ways to add one:

**From the catalog**

1. Open your [Notis portal](https://app.notis.ai)
2. Go to **Skills**
3. Browse the curated catalog and click **Install** on the ones you want

The search bar at the top of the Skills page searches across two sources at once: the Notis-curated catalog and the open [skills.sh](https://skills.sh) community registry. As you type, results from skills.sh appear inline alongside the built-in skills — pick any of them and click **Install** to add it to your workspace.

**From a chat**

> *"Install the PDF skill."*

> *"Add a skill that drafts LinkedIn posts from rough notes."*

Notis picks from the catalog and confirms. Done.

## Create your own

The fastest path is to ask Notis directly:

> *"Create a skill that drafts apartment-listing descriptions in my voice. Here are 5 examples I wrote."*

> *"Create a skill that turns voice notes into structured product requirements with the sections: Problem, User, Acceptance, Open Questions."*

Notis runs the skill creator, drafts a `SKILL.md`, and saves it to your account. You'll see it in the portal Skills page and it'll be available everywhere immediately.

For richer skills with scripts or assets, build the folder locally and upload a zip from the portal:

```
my-skill/
  SKILL.md
  scripts/format.py
  assets/template.docx
```

<Tip>
  Good descriptions matter more than long instructions. Notis decides when to load a skill based on its description — make it specific. *"Drafts apartment listings in Florian's voice"* beats *"Helps with writing"*.
</Tip>

## Edit, pause, delete

From the **Skills** page in the portal:

* **Edit** — open the skill, change the instructions, save. Takes effect on the next message.
* **Pause** — stops dispatch without losing the skill. Useful when a skill is misfiring on unrelated requests.
* **Delete** — removes it permanently.

## Share a custom skill with your team

You can publish a custom skill privately so everyone on your team can find and install their own copy.

1. Open **Skills** in the portal.
2. Open the **⋯** menu for your custom skill and choose **Publish to team**.

While the skill is shared, it appears in the **Team skills** section for every team member with a one-click **Install** button, and its menu shows **Unpublish from team** instead of being offered for publishing again. Only the person who published it can unpublish.

Unpublishing removes the skill from team discovery and prevents new installs. Copies that teammates already installed keep working, and the original skill stays in the publisher's workspace so it can be shared again later.

## Share a skill with a link

You can share a custom skill with anyone, even when they are not on your team:

1. Open **Skills**.
2. Open the **⋯** menu for your skill and choose **Share via link**.
3. Copy the link and send it to the person you trust.

The preview shows the full instructions before installation. The recipient signs in to Notis, reviews those instructions, and installs their own copy.

The link keeps the version that existed when you created it. Later edits to your skill do not silently change what recipients see. To share an updated version, revoke the old link and create a new one.

<Warning>
  Anyone with the link can read the shared instructions. Do not include passwords, private keys, or other secrets in a skill you share.
</Warning>

You can revoke the link from the same sharing window. Revoking stops future views and installs, but it does not remove copies people already installed. Built-in Notis skills and skills without editable instructions cannot be shared this way.

## Where skills shine

* **Document creation** — PDF, DOCX, XLSX, PPTX templates with your branding baked in. See [Documents](/tools/documents).
* **Brand voice** — keep social posts, blogs, and emails consistent across team members.
* **Repeated formatting** — bug reports, meeting minutes, expense logs, weekly updates.
* **Multi-step workflows** — research-then-draft, scrape-then-summarize, transcribe-then-route.
* **Design covers and illustrations** — repeatable image-generation styles.

## Common questions

**How is a skill different from an automation?**

An automation has a trigger (schedule, webhook, integration event) and runs Notis on its own. A skill has no trigger — it shapes how Notis behaves when *you* talk to it. They compose: an automation can use a skill.

**Where do community skills come from?**

The portal search pulls from [skills.sh](https://skills.sh), an open registry of agent skills. Anything published there is one click away from being installed in your Notis workspace.

**Can I use the same skills in Claude Code, Cursor, or Codex?**

Yes. [Keep Skills in Sync](/agents/keep-skills-in-sync) mirrors your Notis skills into your local coding agents and pushes your local skills back up to your Notis account — so the same set works everywhere.


# Text to Speech
Source: https://help.notis.ai/tools/text-to-speech

Notis can convert any text message into an audio file using advanced text-to-speech technology. This is useful for accessibility, hands-free use, or sending audio messages.

## How to Use Text-to-Speech

Simply ask Notis to respond with a voice message or to turn any piece of text into Audio

<Tip>
  Notis will automatically extract URLs and send them separetly.
</Tip>

## What it counts towards

Audio Notis creates for you is counted in your monthly usage, based on how much text is read aloud — about \$0.24 for every 1,000 characters, so a short note is a few cents and a long article is around a dollar. See [Usage & model rates](/account-and-settings/billing/usage-and-rates).

## Example Prompts

*“Can you read aloud what’s the latest Notis release for me? *[*https://notis.ai/changelog*](https://notis.ai/changelog)*”*

*“Can you summarize and translate to french our latest board meeting minutes? As an audio message please.”*


# Transcription
Source: https://help.notis.ai/tools/transcription

Transcribe audio and video into accurate, searchable text. Import files, paste links, or record directly, then edit and export the transcript.

<iframe title="Transcription" />

Notis can transcribe automatically every voice messages or audio attachments sent to Notis.

* Supports pretty much every languages.

* Subject to your [channel limit](/channels/channels-compared).

* Feel free to also include your instructions to Notis in the same audio.

<Tip>
  Great for meeting notes, interviews, podcasts, support calls, and voice memos.
</Tip>

## How to Use

1. Record a voice message or share an audio file.

2. Notis will follow the instructions included in the audio or deduce what to do with it based on your synced Notion databases.

3. Notis will also save the audio file along a .txt transcript automatically.

<Tip>
  If you have a “Files & Media” property, you can instruct Notis in the description of the field to save the transcript there.
</Tip>


# Videos
Source: https://help.notis.ai/tools/videos

Generate short professional videos from text descriptions and images.

## Features

* Generate videos from text descriptions

* Use an image reference such as a logo or product photo

* Remix a generated video to make targeted changes

* Choose orientation and duration: portrait or landscape, 4s, 8s, or 12s

## Options and defaults

* Duration: 4s, 8s, or 12s (default 4s)

* Orientation: landscape 1280×720 or portrait 720×1280 (default landscape)

* Image reference: any size; Notis auto-resizes and preserves aspect ratio. Black letterboxing may appear to fit exact dimensions.

## Technical specs

* Output: MP4 (H.264), 24 fps

* Durations: 4, 8, 12 seconds only

* Resolutions: 1280×720 (landscape) or 720×1280 (portrait)

* Typical generation time: 1–5 minutes (complexity and length vary)

* Supported image formats for references: PNG, JPEG, WebP, GIF (first frame)

## Examples

* "Create an 8-second landscape video of a sunset over the ocean with seagulls flying"

* "Generate a portrait video for Instagram Stories showing confetti falling over our logo" (+ attach logo)

* Good: "Change the color palette to warm tones"

* Good: "Make the ball blue and add subtle sparkles"

* Avoid: many unrelated changes at once. Chain small remixes instead.


# Voice Mode
Source: https://help.notis.ai/tools/voice-mode

Talk to Notis in real time from WhatsApp, the Desktop and Web app, or a regular phone call. The voice agent can search the web, query your Notion workspace and shared documents, and hand off long‑running tasks to Notis for follow‑up automations.

<div>
  <span>PRO+</span>
  <span>Included with Pro+ and Ultra</span>
</div>

## Overview

Voice Mode is the fastest way to talk to Notis. During a call, the voice agent can answer questions, take notes, and trigger actions that continue after you hang up.

Voice Mode is included on **Pro+** and **Ultra**.

You can start a Voice Mode session from three places:

* **[WhatsApp](/channels/whatsapp)** — tap **Call** in your WhatsApp chat with Notis.

* **[Desktop and Web app](/channels/manager)** — open any thread at [app.notis.ai/manage](https://app.notis.ai/manage) and start a voice session from the chat panel. The session stays attached to that thread, so notes and follow‑ups land on the same conversation.

* **Desktop overlay** — in the desktop app, open voice mode from anywhere with `Option + Shift + Space` on macOS or `Ctrl + Alt + Shift + Space` on Windows/Linux. If the overlay is already open, `Shift + Tab` switches between chat and voice.

* **Phone number** — call **+1 828 809 0858** from any phone. Useful when you don't have data, when WhatsApp isn't installed, or when you want to dial in from a landline or car system.

<Info>
  All three surfaces share the same agent, the same memory, and the same tools. You can start a call on one surface and review the transcript and follow‑ups in the [Desktop and Web app](/channels/manager).
</Info>

<img alt="Before and After twitter ads (630 x 1200 px).png" />

## How to start a call

### From WhatsApp

1. Open your WhatsApp chat with Notis

2. Tap **Call** to start a voice session

3. Speak naturally — ask questions, delegate tasks, or describe what you need

4. Hang up — Notis can continue working in the background and deliver results to WhatsApp and Notion

### From the Desktop and Web app

1. Open [app.notis.ai/manage](https://app.notis.ai/manage)

2. Pick a thread (or start a new one) and open the chat panel

3. Click the **Call** button to start a voice session in that thread

4. Hang up — the transcript and any follow‑ups stay attached to the thread

### From the desktop overlay

1. Install and open the Notis desktop app.

2. Press `Option + Shift + Space` on macOS or `Ctrl + Alt + Shift + Space` on Windows/Linux.

3. If the overlay is already open in chat mode, press `Shift + Tab` to switch to voice (and back).

4. Speak naturally. Dismissing the overlay hides the card but keeps the voice session alive.

### From a phone number

1. Dial **+1 828 809 0858** from the phone number connected to your Notis account

2. The agent picks up and you can speak immediately

3. Hang up — Notis continues any handed‑off work and delivers results to your default channel

## What the AI agent can do

The voice agent can discover and use most tools you've already connected to Notis, so anything Notis can do over WhatsApp or the desktop app is also reachable mid-call — within the limits noted below. To connect a new tool, use another Notis channel or open the Notis portal.

### What voice cannot do directly

Some capabilities are deliberately disabled for voice — either because they need a screen, because they take too long for a real‑time call, or because they're impractical to dictate. Ask the agent to hand off to async Notis instead, and these run in the background:

* **Image and video generation** — generating or editing images and videos.

* **Text‑to‑speech rendering** — producing audio files (the voice itself is already synthesized live).

* **App creation and installation** — building, installing, or updating [Notis apps](/get-started/onboard-notis) requires the desktop or web app.

* **Custom skill authoring** — installing existing [skills](/tools/skills) from the store works, but writing or editing skill files is best done via the other channels.

* **Deep research** — long multi‑step research runs are handled by the async agent, not live on the call.

### **After the call (handoff to Notis)**

At the end of your conversation, the agent can hand over complex or time‑intensive tasks to Notis, which continues working asynchronously and delivers results to WhatsApp, the desktop app, and Notion. This includes:

* Creating and updating Notion pages and databases

* Querying databases with complex filters

* Summarizing long documents

* Organizing and structuring information

* Scheduling follow‑up work

* Running multi‑step workflows that combine several integrations and skills

## Example use-cases

* Brainstorm a new business idea, then ask Notis to create a recap document in your notes database at the end of the call.

* Create a new morning report automation by iterating over the prompt with Notis.

* Search for your passport number while completing a rental car contract at the airport.

* Ask questions about a legal document or contract you've received.


# Web Search
Source: https://help.notis.ai/tools/web-search

Learn how to use Notis web search capabilities to browse the internet and get organized, summarized results directly in your Notion workspace.

<iframe title="Web Search" />

## Getting Started

Simply ask Notis to perform a web search on the topic of your choice.

> Can you perform a web search for the ISBN of "The lean Startup"

## What is Web Search?

The standard web search functionality allows Notis to browse the internet for information related to your query. It functions similarly to traditional search engines but returns organized, summarized results directly in your Notion workspace.

## Example Uses

Here are some practical ways to use Notis web search:

* Quick fact-checking and information lookup

* Finding specific details like ISBNs, dates, or specifications

* Product comparisons and reviews

* Gathering information for content creation

* Industry news and updates

## Webpage Content Extraction

Beyond searching the web, Notis can also extract and save content from specific web pages directly into your Notion workspace.

### How to Extract Webpage Content

1. **Ask directly**: Simply type a command like "Gather content from \[URL]" or "Extract information from \[webpage]" in the chat.

2. **Provide the URL**: Make sure to include the complete URL of the webpage you want Notis to analyze.

3. **Specify what you need**: For better results, be specific about what content you want extracted (e.g., "Extract the main article from \[URL]" or "Get the product descriptions from \[URL]").

### Limitations

* Does not work for websites behind a paywall or where you have to be logged in.

### Example Commands

"Extract the main article content from \[[example.com](http://example.com)]"

"Gather the product specifications from \[[example.com](http://example.com)]"

"Summarize the key points from \[[example.com](http://example.com)]"

"Get the recipe instructions from [example.com](http://example.com) and format as a numbered list"

<Tip>
  Combine this with other tools for some super cool use cases such as creating an audio summary of an article you shared.
</Tip>


# Desktop Use
Source: https://help.notis.ai/your-computer/desktop-use

Let Notis see your screen and use your mouse and keyboard to finish work no API can.

<div>
  <span>ULTRA</span>
  <span>Included with Ultra</span>
</div>

Some apps don't have APIs. Some workflows live entirely in a UI. Desktop Use lets Notis take over the mouse and keyboard on your computer to get those done — open the app, click the buttons, type the text, hit save.

You watch it happen on your screen, and you can take back control at any moment.

## What you can ask for

* "Open Figma and export every frame on this page as PNG."
* "Reply to the next three DMs in my Messages app."
* "Walk through this installer and pick the default options."
* "Drag these files into the desktop app I just opened."

## What you need

* The **Notis desktop app**, installed and signed in.
* The **Ultra** plan.
* A **Mac** is the supported platform.

## How it feels

Notis takes a screenshot, decides what to do, then moves the mouse or types — one small step at a time. It looks again after each step, so it can react to what's actually on screen.

While it works:

* You can see exactly what's happening.
* Move your own mouse or keyboard whenever you want — Notis will see the change and adjust.
* Close the desktop app or lock your screen to stop everything immediately.

## When Notis uses it

Only as a last resort. If a task can be done with a script, a connected integration, or the [Cloud Computer](/tools/cloud-computer), Notis will go that way first — it's faster and more reliable. Desktop Use is for the work that can only be done by clicking around.

## Related

* [Local Shell](/your-computer/local-shell) — run commands on your machine without taking over the screen.
* [Local MCP](/your-computer/local-mcp) — connect MCP servers that run on your machine.
* [Cloud Computer](/tools/cloud-computer) — the cloud default.
* [Desktop and Web App](/channels/manager) — install the desktop app and review what Notis did.


# Local MCP
Source: https://help.notis.ai/your-computer/local-mcp

Connect Notis to MCP servers that run on your own computer.

<div>
  <span>ULTRA</span>
  <span>Included with Ultra</span>
</div>

Local MCPs are Model Context Protocol servers that run on **your computer** — either as a small process Notis starts for you (the standard MCP "stdio" setup, like `npx @something/mcp`), or as a server you're already running locally on `http://localhost:…`. Notis routes their traffic through the Notis desktop app so nothing leaves your machine.

If the MCP server you want lives on the public internet instead, see [MCP](/get-started/integrations/mcp) for the cloud setup.

<Note>
  Local MCPs stay on your laptop. The command, its arguments, and any tool calls run on your computer, not in the cloud.
</Note>

## When to use a local MCP

Reach for a local MCP when:

* You want Notis to use a tool that needs to touch **your own computer** — your files, a local CLI, or a service running on `localhost`.

* A vendor publishes an MCP server you'd like to run on your own machine rather than in the cloud.

* You're prototyping your own MCP server and want Notis to call it without deploying anything.

## Before you start

<Warning>
  Local MCPs need the **Ultra** plan and the **Notis desktop app**, signed in, with **Your Computer** turned on. Open the Notis desktop app and enable Your Computer first — otherwise the integration won't be reachable. See [Local Shell](/your-computer/local-shell) for the one-time setup.
</Warning>

There are two ways to add a local MCP, depending on how the server runs.

## Run a local process (stdio)

This is the most common setup — you give Notis a command, and it starts (and stops) the MCP server for you.

1. Open Notis → Settings → Integrations → **Add MCP**.

2. Switch the **Transport** to **stdio**.

3. Fill in the fields:

   * **Command** — the program to launch. Examples: `npx`, `uvx`, `python`, or an absolute path like `/opt/homebrew/bin/peekaboo`.

   * **Arguments** — one per line. For example, to run Peekaboo you'd enter:

     ```
     -y
     @steipete/peekaboo
     mcp
     ```

   * **Environment variables** — add any secrets or config the server expects (API keys, tokens). Values are masked.

4. Save. Notis tags the integration **Local MCP** in the list and discovers its tools through the desktop app.

## Connect to a server running on localhost

If you already run an MCP server on your machine (for example a self-hosted vendor server bound to `http://localhost:3333`), just paste that URL:

1. Open Notis → Settings → Integrations → **Add MCP**.

2. Keep the transport as **HTTP** or **SSE** (whatever your server speaks).

3. Paste the URL — `http://localhost:…`, `http://127.0.0.1:…`, or `http://[::1]:…`.

4. Save. Notis sees the loopback address, tags it **Local MCP**, and routes traffic through your desktop app.

## Troubleshooting

* **Integration shows a warning about the desktop app.** Local MCPs only work while the Notis desktop app is running and Your Computer is enabled. Open the app, sign in, and turn Your Computer on — the integration becomes reachable again automatically.

* **"Command not found" when starting a stdio MCP.** Notis searches the usual locations (`/opt/homebrew/bin`, `/usr/local/bin`, `/usr/bin`, `/bin`, `/usr/sbin`, `/sbin`) on top of your shell's PATH. If your command lives somewhere else, use the **absolute path** in the Command field (e.g. `/Users/you/.local/bin/my-mcp`).

* **Server expects secrets.** Put them in **Environment variables** in the form rather than baking them into Arguments — the values are masked and stored securely.

## Related

* [MCP](/get-started/integrations/mcp) — for cloud MCP servers Notis reaches over the internet.
* [Local Shell](/your-computer/local-shell) — the on-machine runtime that powers local MCPs.
* [Composio integrations](/get-started/integrations/composio) — the managed catalog.


# Local Shell
Source: https://help.notis.ai/your-computer/local-shell

Let Notis do work directly on your own computer — your files, your projects, your tools.

<div>
  <span>ULTRA</span>
  <span>Included with Ultra</span>
</div>

Sometimes the work isn't in the cloud — it's on your laptop. Local Shell lets Notis act on your machine: your files, your code, your installed apps. You stay in charge with approvals and a sandbox that keeps writes inside a safe folder.

## What you can ask for

* "Open the repo on my Desktop, run the tests, and tell me what's failing."
* "Find duplicate photos in my Pictures folder and move them to a review folder."
* "Push my current branch and open a pull request."
* "Show me what's taking up space in my Downloads."

## What you need

* The **Notis desktop app**, installed and signed in.
* The **Ultra** plan.
* A **Mac** for the smoothest experience. Windows and Linux work too, but every command asks for your approval.

## How you stay in control

Open **Settings → Your Computer** in the desktop app and pick the mode that matches how much trust you want to hand over:

| Mode                                | What happens                                                                                                              |
| ----------------------------------- | ------------------------------------------------------------------------------------------------------------------------- |
| **Auto-run in sandbox** *(default)* | Notis runs freely inside a safe folder (`~/Documents/Notis`). Asks only when it needs to step outside or use the network. |
| **Run everything**                  | No prompts, no limits. For when you trust Notis to drive.                                                                 |

When Notis does ask, a modal pops up showing the exact command, the folder it'll run in, and a network toggle. You **Allow** or **Deny**.

## When Notis uses it

Only when the task really needs your machine. If it can be done in the [Cloud Computer](/tools/cloud-computer), Notis will stay there — it's faster and doesn't touch your computer.

## Related

* [Cloud Computer](/tools/cloud-computer) — the cloud default.
* [Local MCP](/your-computer/local-mcp) — connect MCP servers that run on your machine.
* [Desktop Use](/your-computer/desktop-use) — when Notis needs to click around in a real app.
* [Desktop and Web App](/channels/manager) — install the desktop app and see what Notis did.


# Overview
Source: https://help.notis.ai/your-computer/overview

Let Notis work directly on your own computer — your files, your apps, your local tools.

<div>
  <span>ULTRA</span>
  <span>Included with Ultra</span>
</div>

<Tip>
  Your Computer needs the Notis desktop app and the Ultra plan (see [How to activate](#how-to-activate) below).
</Tip>

Most of the time, Notis runs in its own [Cloud Computer](/tools/cloud-computer) — that's faster, isolated, and doesn't touch your machine. But some work can only happen where *you* are: files on your laptop, an app with no API, a service bound to `localhost`, a tool that only trusts your network.

Your Computer is the family of capabilities that let Notis cross that line — safely, with your approval, and only when it has to.

## What's in Your Computer

| Capability                                | What it does                                                                                              |
| ----------------------------------------- | --------------------------------------------------------------------------------------------------------- |
| [Local MCP](/your-computer/local-mcp)     | Connect Notis to MCP servers that run on your own computer — either as a local command or on `localhost`. |
| [Local Shell](/your-computer/local-shell) | Run shell commands on your machine — open files, run scripts, drive your CLIs.                            |
| [Desktop Use](/your-computer/desktop-use) | Hand Notis your mouse and keyboard to drive desktop apps that have no API.                                |

## What you need

All Your Computer features require the **Notis desktop app**, installed and signed in, with **Your Computer** enabled. That's the single trust boundary — once the app is running on your machine, the rest of Your Computer is reachable.

A **Mac** is the smoothest experience today. Windows and Linux work for Local Shell with per-command approvals; Local MCP works wherever the desktop app runs; Desktop Use is Mac-only.

## How to activate

Your Computer is included with Ultra and needs your explicit permission. The setup is a one-time, three-step flow:

1. **Install the Notis desktop app** and sign in. Download it from the [Desktop and Web App](/channels/manager) page.

2. **Open the app → Settings.** Find the **Your Computer** row under **Global Shortcuts**. If you don't have Ultra yet, the row stays visible and shows an **Upgrade to Ultra** button instead.

3. **Flip the Your Computer toggle on.** Notis shows a warning explaining the local-computer risk; you confirm, and the desktop bridge becomes reachable.

Once the toggle is on:

* **Approval mode** appears just below — choose between `Auto-run in sandbox` and `Run everything`. See [Local Shell](/your-computer/local-shell) for what each mode actually does.
* [Local MCP](/your-computer/local-mcp) servers you've added become reachable automatically.
* [Desktop Use](/your-computer/desktop-use) is available on Mac.

To turn everything off in one click, flip the **Your Computer** toggle back off in the desktop app. The bridge disconnects, local MCPs stop being reachable, and Notis falls back to the [Cloud Computer](/tools/cloud-computer) for everything.

## When Notis uses it

Only when the task really needs your computer. If a connected integration, a Composio tool, or the Cloud Computer can do the job, Notis goes that way first — it's faster and more reliable. Your Computer is the fallback for the work that lives on your machine.

## Related

* [Cloud Computer](/tools/cloud-computer) — the cloud default.
* [MCP](/get-started/integrations/mcp) — for cloud MCP servers Notis reaches over the internet.
* [Desktop and Web App](/channels/manager) — install the desktop app and review what Notis did.