sales-talknotes

What this skill does

# TalkNotes Platform Help

## Step 1 — Gather context

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

Ask the user:

1. **What do you need help with?**
   - A) Setting up TalkNotes (recording, transcription, templates)
   - B) Configuring integrations (Zapier, webhooks, export)
   - C) Content creation using templates (blog posts, emails, to-do lists)
   - D) Troubleshooting (upload failures, transcription issues, processing errors)
   - E) Choosing a plan (Plus vs Pro) or comparing to Voicenotes/AudioPen

2. **What platform are you on?**
   - A) iOS
   - B) Android
   - C) Web
   - D) Multiple devices

3. **What's your primary use case?**
   - A) Personal thought capture / journaling
   - B) Content creation (blog posts, social media, emails from voice)
   - C) Meeting notes and action items
   - D) Lecture or interview transcription

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

## Step 2 — Route or answer directly

| If the question is about... | Route to... |
|---|---|
| Comparing note-takers across platforms | `/sales-note-taker [question]` |
| Reviewing a specific sales call | `/sales-call-review [question]` |
| Sales coaching program design | `/sales-coaching [question]` |
| Connecting TalkNotes to CRM via Zapier/webhooks | `/sales-integration [question]` |

If the question is TalkNotes-specific, continue to Step 3.

## Step 3 — TalkNotes platform reference

**Read `references/platform-guide.md`** for the full platform reference — features, pricing, templates, integrations, Zapier setup, workflow patterns.

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.

- **Voice capture workflow**: Record → choose template style → AI transcribes + structures → edit → export (PDF/MD/text)
- **Template workflow**: Pick from 100+ pre-made templates OR create custom styles → record → AI formats to match template
- **Automation pattern**: Zapier "Note Created" trigger → route to Notion, Google Docs, Slack, CRM, or any connected app
- **Sharing workflow**: Use shareable recorder link (Pro) to collect guest recordings → notes appear in your account

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.*

- **No permanent free tier** — only a 7-day trial. After trial ends you must subscribe or lose access. Unlike Voicenotes (free tier with limits) or AudioPen (one-time payment), TalkNotes requires an ongoing subscription.
- **No public API** — automation is Zapier-only or webhooks. No REST endpoints for custom integrations. Contact [email protected] for API access requests.
- **20-minute recording limit on Plus** — Plus plan caps recordings at 20 minutes. Pro extends to 2 hours (25 recordings). For unlimited-length recordings, consider Voicenotes or Fireflies.
- **No speaker diarization** — single-speaker only. Multi-person recordings transcribe as one continuous stream. For speaker-labeled transcripts, use Fireflies, Otter, or Fathom.
- **Mobile upload reliability** — App Store reviews report intermittent upload failures on mobile, especially on unstable connections. The web app is more reliable for processing.
- **Template-driven, not verbatim** — TalkNotes restructures speech into template formats by default. If you need raw transcripts, look for a plain transcript template option.

## Related skills

- `/sales-note-taker` — Compare AI note-takers across platforms, choose the right one for your team, or wire transcripts into CRM. Install: `npx skills add sales-skills/sales --skill sales-note-taker -a claude-code`
- `/sales-voicenotes` — Voicenotes platform help — closest competitor with Ask AI, Obsidian/Notion sync, and Zapier automation. Install: `npx skills add sales-skills/sales --skill sales-voicenotes -a claude-code`
- `/sales-audiopen` — AudioPen platform help — voice-to-polished-text with custom writing styles and one-time payment. Install: `npx skills add sales-skills/sales --skill sales-audiopen -a claude-code`
- `/sales-integration` — Connect TalkNotes to your CRM, data warehouse, or other tools via Zapier or webhooks. Install: `npx skills add sales-skills/sales --skill sales-integration -a claude-code`
- `/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 -a claude-code`

## Examples

**User**: "I record client meeting notes on my phone but the output is always a wall of text — how do I get structured notes with action items?"
**Skill does**: Recommends using the "Meeting Notes" or "To-Do List" template, walks through recording → template selection → review workflow. Notes that Plus plan (20 min) may be sufficient for most meetings but Pro (2 hr) is needed for longer sessions.

**User**: "I want TalkNotes to automatically create a Notion page every time I record a voice memo"
**Skill does**: Walks through Zapier setup — "Note Created" trigger → Notion "Create Page" action, mapping the note title and content to Notion properties. Notes that Zapier integration requires an active subscription.

**User**: "My recordings keep failing to process on my iPhone — the app just spins and nothing happens"
**Skill does**: Troubleshoots upload failures — check internet connectivity, try the web app as fallback, update to latest app version, check if trial has expired. If the issue persists, contact [email protected] with recording timestamp.

## Troubleshooting

### Recordings fail to upload or process on mobile
**Symptom**: Recording completes but never appears as a note; the app shows a spinner indefinitely.
**Fix**: Check internet connectivity — TalkNotes requires server-side processing. Switch to Wi-Fi if on cellular. Try accessing the web app to see if the recording arrived server-side. Update to the latest app version (v1.6.5+ fixed prior crash bugs). If the recording is truly lost, contact [email protected] with the approximate recording time.

### Transcription is inaccurate or garbled
**Symptom**: Words are wrong, sentences are jumbled, or the wrong language is detected.
**Fix**: Check language settings — select the dominant language before recording. Minimize background noise and speak clearly. The app works best with a single speaker in a quiet environment. For noisy environments, consider Krisp for noise cancellation before recording.

### Trial expired and lost access to notes
**Symptom**: After the 7-day trial ends, you can't access previously recorded notes.
**Fix**: Subscribe to a Plus or Pro plan to regain access. Before the trial ends, export important notes as PDF, Markdown, or plain text. TalkNotes does not offer a permanent free tier — plan accordingly.