How TAG Video Systems Automated Meeting Note Capture with Notta

The Challenge: Tracking complex meeting details

As a Director of Sales (Americas) for TAG Video Systems, Trevor Skogsbergh regularly handles high-level sales calls and client meetings filled with precise detail. With so much critical information to keep track of, he was starting to reach the limits of handwritten meeting notes.

"I work in a highly technical environment where I constantly share and receive complex information, such as network diagrams and codec formats, with clients. Retaining all this information can be overwhelming," he shares. "I speak with a lot of large clients, and it was very difficult trying to write down notes while still paying attention to the conversation.“ 

Given this, Trevor started trying different AI note-taking applications, but had trouble finding one that could meet his needs. Technical terms and other vital data would often be transcribed incorrectly, which defeated the entire purpose of automated note-taking.

"I tried several options and even attempted to create my own AI system using a personal LLM. Unfortunately, all these options didn't work well for me."

The Solution

After an extensive search, Trevor eventually found a simple turnkey solution to his meeting note dilemma that was ready to deploy immediately. 

"While browsing Reddit, I came across a mention of Notta in a comment. I decided to try it, and honestly, I’ve never looked back. It’s concise, easy to use, and outperforms all the other options."

Accurate automated note-taking on any device

With clear consent of the other party, Trevor uses Notta in two primary ways: one is for online Zoom meetings and the second is at trade shows. He appreciates the convenience of being able to use Notta seamlessly across his phone, iPad, and MacBook, stating, "This was a major advantage."

With simple clicks, Notta automatically records and transcribes all of Trevor's conversations. Thanks to its high accuracy rate, he no longer has to spend hours editing his meeting notes. When representing TAG Video Systems at trade shows, Trevor connects a high-quality microphone to help Notta better understand what people are saying in a loud environment, and of course, with customer consent. 

"Notta excelled at capturing technical terms and abbreviations that other products couldn’t," he says. “Now I can focus fully on the conversation without being distracted by note-taking.”

Additionally, Notta features a user-friendly, customizable dictionary to improve its ability to transcribe specific industry terminology accurately. 

Simplified meeting recall with AI summaries

Trevor's days are often filled with meetings, but Notta's AI summary feature makes it easy to recall a particular client's discussion history. 

"My favorite feature is the summary button. It saves me from having to re-listen or comb through transcripts. I can focus fully on the conversation without being distracted by note-taking. After the call, I use the summary that best fits the meeting and share the data with those who need it."

Notta provides a growing library of summary templates for different meeting types, so Trevor can get AI-powered summaries tailored for sales calls, client project briefings, and internal team meetings.

"Its summaries are excellent, and the supplied templates enhance them even further."

Easy sharing of key meeting details

Notta's meeting workflow solution doesn't stop with transcription. Notta integrates with Trevor's CRM to share action items, client notes, and other details, ensuring that relevant members of the TAG team are working from the most current data available.

It's easy to share key details, but Notta ensures all user data is secured using industry-standard 256-bit AES encryption during transmission and storage. Notta takes its commitment to information security very seriously, receiving certification in multiple international standards, including SOC 2 Type II certification and ISO 27001 compliance.

The Results

Trevor's exploration of Notta was a successful test case for the rest of Trevor's team. He immediately noticed two valuable results from using Notta and began sharing these benefits with the rest of his team.

1. Improved client focus

Client discussions are the most valuable part of Trevor's work day-to-day, and Notta allows Trevor to stay present and engaged in his meetings. 

"I’m no longer distracted by note-taking, which allows me to give my full attention to clients," he adds, with a clear sense of satisfaction. 

2. Significant time saved across multiple tasks

Using Notta as an AI note-taker helps Trevor save time on all of his meeting tasks, from follow-ups to CRM entries.

"Notta saves me significant time. Writing notes during and after calls used to take a lot of effort. If I forgot something, I’d have to follow up with clients for information they’d already provided. Additionally, I’d spend time transferring notes from my iPad to my MacBook before entering them into CRM. Notta eliminates all of this."

The future of Notta at TAG: expanding in-house use

Trevor's successes with Notta have sparked additional interest within the company. A wider rollout is planned to leverage the same advantages across more team members. 

"I’m currently working with my management team to implement Notta for other team members as well," he concludes. "It’s not intrusive, the price point is perfect, and the customer support has been fantastic."