ClickGUARD Enhances Meeting Records and Tracking with Notta

The Challenge

As the founder and CEO of ClickGUARD, Ralph Perrier spends a great deal of his time in meetings. Often dealing with ten or more meetings himself and up to 80 meetings per month across the entire company, he quickly realized that ClickGUARD needed a better way to keep track of everything that was discussed. 

"Taking meeting notes has always been a challenge. Oftentimes, there's multiple topics and conversations, and staying on top of it all can be a challenge," explains Perrier. 

With so many meetings throughout the company, attending them all himself was not an option. He needed a simple and effective way to gather essential details and highlight important voices so he could review them later, even if he couldn't participate at the time.

The Solution

Perrier had already begun exploring the world of AI-powered meeting notes. He considered several options, including Notta, TL;DV, and Read.ai, but ultimately decided that Notta was the best platform to document meetings and search past conversations for essential insights. 

In addition to the excellent customer support, three key Notta features solved his meeting challenges: AI-powered recording and transcription, the ability to highlight specific voices when reviewing a recording, and keyword searching across all his archived transcripts. 

Automated and accurate meeting documentation

Notta's core strengths are recording and transcribing meetings accurately, both in-person and through virtual meeting software. 

"We have a variety of meetings, sometimes with customers and with our internal team here, and Notta is really useful in terms of being able to hop in and summarize our meetings and not only to recall but review specific details," says Perrier. 

In addition to creating a full-text transcript with timestamps, Notta stores a complete copy of the meeting audio and any available video streams. During the review process, Perrier can read through the transcript while listening to the recording to get an accurate overview of everything that occurred. 

Speaker selection offers a focus on key meeting voices

Both internal and client-focused meetings often have many participants, and reviewing a complex recording can take as long as the original meeting. Thanks to Notta's automatic speaker identification, Perrier can filter and focus on the words of one specific participant without having to review the entire meeting. 

When reviewing transcripts and recordings, Notta provides a breakdown of each participant's speaking order and overall talk time. Focusing on an individual speaker only takes a few clicks, and Notta highlights their speech in the transcript while playing the corresponding sections of the recording. 

Searchable transcript archive enhances meeting recall

Now with Notta, all of Perrier's and the team’s recordings and transcripts are stored in a secure online workspace, where they can be searched and reviewed at any time. Perrier can search all transcripts for a particular keyword to focus on a specific topic, including recordings shared by other ClickGUARD team members. 

"The ability to recall and search discussions for particular keywords within all notes has been tremendously helpful. Particularly with internal meetings where something may have been discussed, and I didn't get a chance to attend that meeting myself, but I want to look at what was said or how things went in the meeting."

The Conclusion 

ClickGUARD streamlined its meeting documentation process with Notta's advanced AI-powered transcription and summary features. With easy access to past meeting notes and recordings, Ralph Perrier can recall and review complex internal meetings and sales calls in less time, even if he couldn't attend the meeting personally. 

"The support that I've gotten from your team has been unparalleled to anything else that's currently in the market. We tried other products and different solutions ... but I think often when you're talking about a product like this, the type of support that you get makes a significant difference in terms of your satisfaction with the product," Perrier concludes.