AI meeting assistant for agencies

Turn Client Conversations into Work Your Team Can Deliver

Keep your team aligned and your clients informed. Turn client conversations into clear briefs, presentations, and progress updates with less manual work.

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An agency lead with a laptop beside cards showing a client brief, client presentation, and project update.

Give Your Team a Brief They Can Act On

Give your team a clear brief that reflects the client's goals and latest direction. Make handoffs easier, even when teammates miss the call.

AI Notes recaps a client feedback call, then Notta Brain combines it with the kickoff meeting to create a team brief.

Protect Your Team's Time for Client Work

Spend less time assembling briefs, presentations, and updates from client conversations. Give your team more room for the client work that needs their expertise.

Notta Brain turns selected client meetings into a presentation preview and PowerPoint file.

Give Clients a Clear View of Progress

Help clients understand what's changed and what happens next. Clear updates grounded in your conversations make project progress and recommendations easier to explain.

Notta Brain compares selected review calls and creates a client progress update with changes and next steps.

Built for the Work Your Agency Delivers

IT Agencies

Turn discovery discussions into implementation requirements, giving developers a clear starting point and visibility into questions that still need answers.

An implementation brief separates requirements from open questions alongside a website wireframe.

Digital Marketing Agencies

Turn campaign discussions into a creative brief and client presentation, keeping the proposed direction tied to the client's goals and feedback.

A campaign brief connects the client goal, key message, and creative direction, with presentation previews.

SEO Agencies

Turn audit discussions into priorities and client updates, so your team knows which changes to tackle and what to explain next.

A client audit discussion becomes an ordered list of SEO priorities.

From Client Kickoff to Client Presentation

A digital marketing agency can align its team and prepare the client presentation using the same kickoff context.

Three steps connect a client kickoff to a campaign brief and client presentation.

1. Capture the Client's Direction

Record the kickoff with Notta Desktop's Bot-Free Recording and get a transcript of the client's goals and requirements.

2. Build the Campaign Brief

Bring the kickoff and brand materials into Notta Brain to create a brief with agreed requirements and open questions.

3. Prepare the Client Presentation

Use the brief to build slides explaining your campaign recommendation. Confirm the scope and budget before sharing for client approval.

Explore the Notta Features Behind the Work

Choose how to capture client conversations and use the information afterward.

Notta Desktop (Beta)

Give client calls your full attention, with a record to use afterward. Choose bot-free cloud transcription or supported local recording and transcription in Privacy Mode.

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Notta Brain

Spend less time assembling client deliverables. Bring meeting context and project materials into clear briefs, presentations, and client updates.

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AI Notes

Get teammates up to speed after a client call. Give them a concise recap of decisions and next steps, even if they missed the meeting.

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Bilingual Transcription

Keep both sides of a bilingual client conversation available for later work. Two supported spoken languages appear in one transcript.

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AI Translation

Give your delivery team client discussions in a language they understand, with supported live text translation or translated transcripts.

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Notta Memo

Give in-person client workshops your full attention, with a record to revisit afterward. Recordings become usable transcripts after syncing to Notta.

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Questions Agency Teams Ask

How do I focus Brain on the right client's information?

Brain can search your workspace, or you can use @ to select specific meetings and files. Name the client and project, and check the sources before sharing account-specific work.

Can client recordings stay on our computer?

Yes, with supported Notta Desktop Privacy Mode after installing an offline model. Recordings and transcripts stay in your chosen local folder and do not automatically sync to Brain. Setup and periodic license checks need internet access. See the Privacy Mode requirements.

How can we work with clients in different languages?

Use bilingual transcription to capture two supported spoken languages, and translation when your team needs text in another language. Availability depends on the language and recording method. Confirm important client terms and commitments before sharing.

What should we check before sending work to a client?

Check figures, scope, deadlines, and commitments, then confirm what the recipient can access. A meeting record or generated proposal is not client approval. Use the sharing or export option available for your output.

Put Your Next Client Conversation to Work

Turn your next client call into a clear brief, client presentation, or progress update, with less manual preparation.

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