For Agencies & Consultants
Automate Client Meeting to Creative Brief
Every client conversation holds decisions, insights, and direction. Notta captures them—online or in person—and turns them into visual summaries, searchable knowledge, and clear next steps. Stop losing client briefs in stale notes and start delivering impactful work.
The Agency Problem: Client Insights Get Lost
A typical agency week involves multiple client meetings, each packed with strategic direction, design feedback, and action items. Yet by Thursday, the nuances are gone—only fragments remain in scattered notes. The result: misaligned briefs, wasted creative energy, and missed opportunities.
Notta is an AI meeting assistant that captures every conversation—online, in-person, or on the go—and transforms it into structured, searchable knowledge. It’s not just about transcription; it’s about turning conversations into the creative briefs your team actually needs.
With client meeting transcription and AI meeting summaries, you can automatically extract key decisions, stakeholder feedback, and next steps—then convert them directly into a creative brief deliverable.
The 4-Step Automation Workflow
From raw conversation to polished creative brief, Notta handles the heavy lifting.
Capture the Client Meeting
Use Notta’s web app to automatically join Zoom, Google Meet, or Teams and record the meeting. Or capture in-person sessions with the Notta Memo recorder. Mobile and desktop apps ensure you never miss a conversation.
Generate the Creative Brief with Notta Brain
Notta Brain, the AI Meeting Execution Engine, turns meeting transcripts into ready-to-use deliverables. Ask it to create a brief, an infographic, or a slide deck—directly from the conversation. It can synthesize across multiple meetings for a fuller picture.
Automate the Workflow
Connect Notta to your agency’s toolkit via meeting integrations like Slack, Notion, ClickUp, or CRM tools. Automatically send meeting notes and summaries to the right place—no manual copying.
Collaborate & Share
Share snippets with password protection, manage folders, and collaborate in real-time. Edit transcripts, add timestamps, insert images, and export to TXT, DOCX, PDF, or SRT. Every team member stays aligned.
Other tools give you a transcript. Notta Brain gives you the deliverable.
Create visual summaries, presentations, and action plans—directly from your meeting content.
Document Builder
Create Word docs, Excel tables, and PowerPoint decks automatically.
Infographics
Turn key decisions and metrics into shareable visuals.
Meeting Integrations
Sync notes to Slack, Notion, Salesforce, and more.
Notta vs. Manual Workflow
A simple comparison of what actually happens after a client meeting.
| Aspect | With Notta | Without Notta |
|---|---|---|
| Time to brief | Minutes | Hours or days |
| Accuracy of recall | 98.86% up to | Relies on memory |
| Action items | Auto-extracted | Manually noted |
| Language support | 58+ languages | Limited |
Why agencies choose Notta
- Transforms meetings into visual deliverables automatically
- Searchable memory across all client conversations
- Integrates with the tools you already use
- Enterprise-grade security (SOC 2, GDPR)
Pricing that scales with your agency
Start free, upgrade when you’re ready.
Free
$0
10 AI summaries/month
- • 120 transcription minutes
- • Basic transcription
- • 1 integration
Pro
$8.17/mo
Billed annually
- • 1,800 transcription minutes
- • 100 AI summaries
- • All integrations
- • Advanced search
Business
$16.67/mo
Billed annually
- • 3,600 transcription minutes
- • 200 AI summaries
- • Collaborative workspace
- • Priority support
Enterprise plan available for 51+ seats with unlimited AI summaries and advanced security. View full pricing
Agencies and consultants share their experience
“I just love the ability of Notta to record meetings, transcribe notes and then be able to go back to that and remember what I committed to. Very convenient and super helpful to review before my next meeting or when following up with tasks.”
Dave Barclay
VP and Partner, MindWire
“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.”
Paris Mielke
Co-founder and CEO, Tangram
Agency Workflow FAQs
How can Notta help automate the client meeting to creative brief process?
Notta captures client meetings in high fidelity, transcribes them in real time, and uses Notta Brain to generate structured deliverables like briefs, infographics, and slide decks. You can then sync everything to your agency’s project management tools—reducing manual follow-up and ensuring nothing gets lost.
What types of meetings can I record with Notta?
You can record online meetings via Zoom, Microsoft Teams, Google Meet, and Webex using the web app or mobile app. For in-person meetings, use the iOS/Android app or Notta Memo, a pocket-sized AI recorder with four MEMS microphones and a bone-conduction mic for phone calls. Notta Desktop also captures system audio and microphone for any meeting.
How does Notta Brain generate a creative brief from a client conversation?
Notta Brain is an AI Meeting Execution Engine. It analyzes the transcript, identifies key themes, decisions, pain points, and action items, then structures them into a professional creative brief. You can ask it to create a Word doc, a slide deck, or an infographic—all editable and shareable.
Can Notta integrate with our agency’s existing project management software?
Yes. Notta natively integrates with Slack, Notion, Google Drive, Dropbox, OneDrive, Box, and ClickUp. For CRMs like Salesforce and HubSpot, these are available on Business and higher plans. You can also use Zapier to connect Notta to over 5,000 other apps, allowing automated workflows like sending meeting summaries to a project management channel.
Is Notta secure for handling sensitive client information?
Notta takes security seriously, holding SOC 2 Type II attestation, GDPR compliance, and ISO 27001 certification, among other security and compliance marks. Features like on-device transcription (Privacy Mode) and password-protected sharing provide additional layers of protection for confidential agency-client data.
Turn your next client meeting into a creative brief automatically.
Start free and see what Notta Brain can generate from your conversations.