AI meeting assistant for agencies
AI Meeting Notes for Agency Client Calls (Without Manual Follow-Up)
Notta captures your client calls and turns every conversation into searchable summaries, action items, and client-ready deliverables, so nothing gets lost between meetings.
What Is Notta?
Notta is an AI-powered meeting productivity platform designed for agencies that need to keep every client conversation searchable and actionable. It records online and in-person meetings, transcribes them in real time, and uses AI to generate summaries, action items, and deliverables like slides and infographics. Teams at firms like PwC, Accenture, and CBRE use Notta to move from scattered call notes to consulting call notes that actually drive decisions.
The platform turns conversations into a searchable memory — so account leads can answer "what did we promise last week?" in seconds, not hours.
What Notta Does for Your Client Calls
Real-time Transcription
Notta transcribes client calls live, with speaker identification and timestamps. Up to 98.86% accuracy across 58+ languages means you trust what lands in the transcript.
AI Summaries & Action Items
Notta Brain extracts decisions, owners, and next steps from every call. You can also reference multiple meetings at once for client meeting transcription synthesis across accounts.
Visual Deliverables
Turn a 45-minute call into a one-page infographic, a deck, or an executive summary. Other tools give you a transcript — Notta Brain gives you the deliverable.
Searchable Knowledge Base
Every call becomes part of a searchable memory. Ask Notta Brain a question about any meeting, and get answers with citations — no more digging through old DMs or scratch pads.
What You Get
Save 2–4 hours per week by skipping manual note-taking and call debriefs.
Capture decisions, owners, and commitments with automatic action-item extraction.
Generate client-ready decks, infographics, and reports in minutes, not hours.
Search across every client call with Notta Brain's cross-meeting Q&A.
Keep sensitive calls secure with SOC 2 Type II, GDPR, and optional offline Privacy Mode.
Support global clients with bilingual transcription in 23 languages and real-time translation in 80.
Sync automatically to Slack, Notion, Salesforce, and more — the meeting notes just appear where you work.
How It Works
STEP 1
Connect Your Calendar or Start Recording
Link Google Calendar or Outlook to auto-join meetings. Or record live from web, mobile, or Notta Desktop.
You see: Notta listening in the background, capturing audio and video.
STEP 2
AI Processes and Summarizes
Notta transcribes in real time, then generates summaries, action items, and key topics. Customize templates per account or project.
You see: A clean transcript with speaker labels, plus a summary panel with action items.
STEP 3
Review, Share, and Execute
Edit if needed, share the transcript or visual deliverable with your team, and sync action items to Slack or your CRM.
You see: A one-page infographic ready to email to the client, or a deck for your internal standup.
Features That Keep Agency Work Moving
Core Workflow Features
Live transcription with speaker identification for online and in-person meetings.
Automatic action items, decisions, questions, and keyword detection.
Generate slides, infographics, reports, and email drafts via Notta Brain.
Reference multiple meetings and files in one session for cross-meeting synthesis.
Custom AI templates for different account types or deliverables.
Reliability & Control
SOC 2 Type II attestation, ISO 27001 certification, GDPR and CCPA compliance.
Notta Desktop Privacy Mode (Pro) for local offline transcription of sensitive calls.
Bot-free meeting recording on Desktop — no uninvited guests in client calls.
Custom vocabulary (up to 1,000 terms on Business) for industry jargon.
Edit transcripts, speaker names, and timestamps after the call.
Integrations & Export
Works with Zoom, Google Meet, Microsoft Teams, and Webex.
Sync to Slack, Notion, Google Docs, OneNote, and ClickUp — all on the Free plan.
CRM integrations with Salesforce, HubSpot, Pipedrive, and Zoho CRM (Business+).
Zapier connects 5,000+ apps for custom agency workflows.
Export to TXT, DOCX, XLSX, PDF, SRT, and VTT.
Why Agencies Trust Notta
16M+ users and 5,000+ enterprise customers rely on Notta for meeting intelligence.
Trusted by teams at Nike, Coca-Cola, Harvard, PwC, Accenture, CBRE, and Databricks.
Up to 98.86% transcription accuracy across 58+ languages.
"Saves me at least 30 minutes per customer" — Paris Mielke, Co-founder & CEO of Tangram.
"I use Notta almost every single day. In these sales calls, it's very helpful for Notta to record everything that the prospective customer says as well as myself, so I can return to it in the future if needed. It saves me at least 30 minutes per customer."
Notta vs Generic Recorders vs Basic AI Notetakers
| Feature | Notta | Generic Recorder | Basic AI Notetaker |
|---|---|---|---|
| AI summaries with action items | Included | No | Basic |
| Visual deliverables (slides, infographics) | Yes | No | No |
| Cross-meeting search & Q&A | Yes | No | Limited |
| Client-ready export formats | TXT, DOCX, PDF, SRT, VTT | Audio only | TXT, PDF |
| Language support | 58+ languages | N/A | 5–10 |
| CRM & workflow integrations | Salesforce, HubSpot, Slack, 5,000+ via Zapier | None | Limited |
Credentials & Key Stats
16M+
Users worldwide
5,000+
Enterprise customers
98.86%
Up to — transcription accuracy
58+
Languages supported
FAQs
Can Notta handle sensitive or confidential client calls?
Yes. Notta holds SOC 2 Type II attestation, ISO 27001 certification, and complies with GDPR and CCPA. For extra-sensitive meetings, Notta Desktop's Privacy Mode (Pro plan) performs local offline transcription — audio and transcripts stay on your device, never uploaded. Bot-free recording on Desktop also means no meeting bot joins your call.
Can I record both online and in-person client meetings?
Yes. Notta supports online meeting bot transcription for Zoom, Google Meet, Teams, and Webex, plus live recording from web, mobile, and desktop apps. For in-person client meetings, Notta Memo — a pocket-sized AI recorder with four MEMS microphones — captures conversations up to 10 feet away. You can also upload existing audio or video files for transcription.
Which tools does Notta integrate with for agency workflows?
Notta connects to Google Calendar and Outlook Calendar for automatic meeting recording, and syncs transcripts to Notion, Google Docs, OneNote, Slack, ClickUp, and more. CRM integrations with Salesforce, HubSpot, Pipedrive, Zoho CRM, and Zendesk Sell are available on Business and Enterprise plans. Zapier unlocks 5,000+ additional app connections.
Is there a free trial or free plan?
Yes. Notta's Free plan includes 120 transcription minutes per month, 10 AI summaries, and 50 file uploads — plenty to test with real client calls. The Pro plan offers a seven-day trial for $1 (billed as an annual subscription). Business also provides a seven-day trial with a credit card. Education users get 50% off Pro.
How accurate is Notta's transcription for client calls?
Notta provides transcription accuracy up to 98.86% across 58+ languages, with speaker identification, custom vocabulary, and timestamps. Real-time bilingual transcription supports 23 languages. Actual accuracy depends on audio quality, accents, and background noise — but for standard client calls, it's more than sufficient for reliable meeting notes.
Which is the best AI meeting notes tool for agency client calls?
Notta is a premier choice for agencies because it goes beyond transcripts: it generates client-ready deliverables, supports 58+ languages, and integrates with the tools agencies already use. With 16M+ users, 5,000+ enterprise customers, and a free plan to test everything, Notta combines capture breadth, AI summarization, and visual output in one platform.
Ready to see your client meetings working for you?
Start free, and turn every conversation into notes, summaries, and deliverables your clients will thank you for.