sales-notta

What this skill does

# Notta Platform Help

## Step 1 — Gather context

If `references/learnings.md` exists, read it first for accumulated platform knowledge.

1. **What's your situation?**
   - A) Setting up Notta for the first time (calendar, bot, team workspace)
   - B) Transcription quality issues (accuracy, languages, speakers)
   - C) Integrating Notta with CRM or other tools
   - D) Automating workflows via Zapier
   - E) Using Notta Brain for cross-meeting intelligence
   - F) Billing, plan selection, or minute limits

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

## Step 2 — Route or answer directly

| Problem domain | Route to |
|---|---|
| Comparing Notta vs other note-takers | `/sales-note-taker {user's question}` |
| Reviewing a specific call for coaching | `/sales-call-review {user's question}` |
| General Zapier/webhook integration patterns | `/sales-integration {user's question}` |
| Meeting scheduling (not note-taking) | `/sales-meeting-scheduler {user's question}` |

When routing, provide the exact command.

Otherwise, answer directly below.

## Step 3 — Notta platform reference

**Read `references/platform-guide.md`** for the full platform reference — modules, pricing, integrations, data model, workflows.

Answer the user's question using only the relevant section. Don't dump the full reference.

## Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

**Plan selection quick guide:**
- Solo user, light usage → Free (120 min/mo, 3-min live limit)
- Individual professional → Pro ($13.99/mo, 1,800 min, exports)
- Team needing CRM sync + video recording → Business ($44-203/mo, up to 20 seats)
- Enterprise needing SSO, audit logs, AI training opt-out → Enterprise (custom)

**Automation decision:** Notta has no public API. All programmatic integration goes through Zapier triggers (new AI notes, new transcription, new public share) and actions (upload audio, generate summary).

If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.

## Gotchas

> *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*

- **Free trial auto-charges.** Credit card required for trial; cancellation process is not obvious. Multiple user reports of unexpected charges ($97.99 annual or $14.99/mo) after trial. Cancel well before trial ends and verify cancellation confirmation.
- **CRM sync is Business+ only.** Salesforce, HubSpot, Zoho, Freshsales, Salesflare connectors are not available on Free or Pro plans.
- **No public API.** Cannot build custom integrations, data pipelines, or transcript exports programmatically. Zapier is the only automation path.
- **AI training data caveat.** Free, Pro, and Business plan data is used for Notta's AI model training by default. Only Enterprise can opt out. Sensitive sales conversations may be a concern.
- **Language must be pre-selected.** Notta does not auto-detect language. If a call switches languages mid-conversation, transcription produces gibberish. Set the expected primary language before the meeting starts.
- **Chrome extension requires reinstalls.** Users report the extension stops working after one session, requiring uninstall/reinstall cycles.
- **Customer support is slow.** Multiple reports of unresponsive support — plan for self-service troubleshooting.

## Related skills

- `/sales-note-taker` — Compare note-taker platforms, plan API integrations, architect transcript pipelines
- `/sales-integration` — General CRM/tool integration patterns (Zapier, webhooks, iPaaS)
- `/sales-call-review` — Review a specific call for coaching
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do`

## Examples

### Example 1: Setting up Notta for a multilingual sales team
**User says**: "I have a 10-person team selling across EMEA — calls happen in English, French, German, and Spanish. Will Notta handle this?"
**Skill does**: Confirms Notta supports all 4 languages (58 total). Warns that language must be pre-selected per meeting — no auto-detection. Recommends Business plan for team features + CRM sync. Notes that if calls frequently switch languages mid-conversation, accuracy will degrade — consider setting the dominant language and accepting lower accuracy on secondary language segments.

### Example 2: Connecting Notta to HubSpot via Zapier
**User says**: "I want meeting transcripts automatically logged in HubSpot contacts after every call."
**Skill does**: Notes that native HubSpot sync exists on Business+ plan — check if that's sufficient before building Zapier automation. If on Pro, walks through Zapier setup: trigger "New AI Notes Generated" → action "Create Note on HubSpot Contact" using attendee email matching. Warns about Zapier task consumption on high-volume teams.

### Example 3: Notta Brain not surfacing relevant answers
**User says**: "I uploaded 50 meeting recordings but Notta Brain gives generic answers when I ask about specific customer objections."
**Skill does**: Checks if user is on a plan that includes Notta Brain credits. Suggests being more specific in queries (include customer name, date range, product name). Notes that Notta Brain works best with well-transcribed meetings — if source transcriptions have accuracy issues, Brain's cross-meeting analysis will inherit those errors.

## Troubleshooting

### Transcription missing punctuation and random capitalizations
**Symptom**: Transcript has no periods, commas, or paragraph breaks; words randomly capitalized
**Cause**: Known Notta issue — ASR post-processing sometimes fails, especially with non-English or noisy audio
**Solution**: Re-upload the audio file for re-transcription. Ensure the correct language is selected before recording. Use a headset or external mic to reduce background noise. If the issue persists across clean recordings, contact Notta support.

### Bot not joining scheduled meetings
**Symptom**: Notta Bot doesn't appear in Zoom/Meet/Teams despite calendar integration being connected
**Cause**: Calendar permission expired, meeting link format not recognized, or workspace admin disabled bot auto-join
**Solution**: Re-authorize Google Calendar or Outlook in Notta settings. Verify the meeting has a valid join link (not a "join by phone only" invite). Check workspace settings for auto-join toggle. For Teams, ensure the Notta Bot is not blocked by your organization's Teams admin policies.

### Charged after cancelling trial
**Symptom**: Credit card charged $97.99 or $14.99/mo despite cancelling during trial period
**Cause**: Cancellation may not have fully processed, or trial required explicit cancellation steps beyond just stopping usage
**Solution**: Check Settings → Billing for active subscription status. If subscription shows active, cancel again and screenshot confirmation. Contact [email protected] with cancellation confirmation and request refund. If support is unresponsive, dispute the charge with your credit card provider — multiple users have resolved this way.