If you’ve ever tried to get a B2B product off the ground, you know it’s a mess of meetings, follow-ups, and trying to keep everyone on the same page—literally. Growing companies don’t have time for busywork or tools that overpromise and underdeliver. If you’re looking for practical ways to keep your go-to-market (GTM) team sharp, organized, and actually moving, this guide is for you.
Let’s dig into which features of Notta actually make a difference for B2B GTM and which ones you can skip.
What Is Notta (and Why Bother)?
Notta is a meeting transcription and note-taking tool. At its core, it turns meetings—Zoom, Teams, in-person, the works—into searchable, shareable transcripts and summaries. It’s not the only tool out there, but it’s one of the few that’s dead simple to use and doesn’t bury you in features you’ll never touch.
For B2B teams, the real value is in moving faster: less time spent recapping calls, fewer “wait, what did they say?” moments, and a single source of truth for everything discussed. Let’s get specific about which features actually help you do that.
1. Real-Time Transcription: No More “Who’s Taking Notes?”
What works:
Notta’s live transcription is accurate enough that you can stop assigning a “note-taker” on every call. This frees up your team to actually participate. You get real-time captions, so if you zone out or someone mumbles, you can catch up in a glance.
- Automatic speaker labeling: Helps later when you’re trying to remember who promised what.
- Multilingual support: Handy for international sales teams, though the translations aren’t perfect. Don’t rely on this for legal details.
- Integrates with major meeting platforms: Zoom, Google Meet, Teams, Webex. If you’re using something obscure, test before you commit.
What doesn’t:
Transcription isn’t 100% error-free (no AI tool is). Expect to tweak the notes if you’re sending them to a client. Also, if your audio quality is sketchy, so are your transcripts. Don’t expect miracles from a laptop mic in a busy café.
How to use it:
- Set Notta to auto-join recurring meetings.
- Use the live transcript window if you like to check what you missed in real time.
- After the meeting, skim the transcript for action items and decisions.
Pro tip:
If you’re in a sales or discovery call, use the transcript to pull direct quotes from prospects for your follow-up emails. Makes you sound like you listened (because you did).
2. Conversation Summaries and Highlights: Skip the Recap
What works:
Notta generates meeting summaries and pulls out key points—action items, decisions, even deadlines—using AI. This is a huge time-saver for GTM teams who have back-to-back meetings and zero time to write detailed recaps.
- Action item extraction: Not perfect, but good enough to jog your memory.
- Shareable summaries: You can send a link or drop the summary in Slack. Saves a ton of time compared to writing your own recap.
- Search across meetings: If you’re trying to remember “when did we agree to that?”—you can find it in seconds.
What doesn’t:
The AI summaries are only as good as the conversation. If your meeting meanders, so will the summary. Don’t blindly forward these to executives or clients—give them a quick read first.
How to use it:
- After a meeting, check the summary, clean up any weird phrasing, and share with your team.
- Use the highlights to quickly prep for follow-up calls without rewatching the whole recording.
Ignore this:
Don’t obsess over tagging or organizing every meeting. The search works well enough that you can be lazy here.
3. Searchable Knowledge Base: Everything’s in One Place
What works:
Notta stores every transcript and summary, making it easy to search across all your meetings. This is a lifesaver when onboarding new sales reps or trying to remember what you promised a client three months ago.
- Keyword search: Actually works, so you don’t have to remember when something was said.
- Centralized repository: No more digging through email threads and Slack messages.
Use cases for GTM teams: - Sales: Find objections or requests that keep coming up. - Marketing: Grab exact customer language for campaigns. - Product: See what customers are actually complaining about.
What doesn’t:
If your team doesn’t make a habit of sharing and referencing transcripts, this feature becomes just another digital junk drawer. You need to build a culture of capturing and using meeting knowledge.
How to use it:
- Before a call, search for the client or topic to get up to speed.
- After a call, tag the transcript with the deal or project name (optional, but helps with cross-team projects).
4. Integrations That Are Actually Useful
What works:
Notta’s integrations with calendar tools and meeting platforms are solid and save you from switching tabs. You can set it to auto-record and transcribe anything on your calendar that’s a meeting. The Slack integration is handy for sharing summaries with channels or direct teammates.
What doesn’t:
Don’t expect deep CRM integrations—Notta isn’t going to magically update your Salesforce fields (at least not as of mid-2024). If you want that, you’ll need Zapier or another connector, and even then, it’s a bit clunky.
How to use it:
- Sync your calendar so you never forget to record a meeting.
- Use Slack sharing for quick recap distribution.
- If you use a CRM, consider a manual step to paste summaries into key deals or notes—still faster than typing from scratch.
5. Collaboration Without the Chaos
What works:
Notta allows you to share transcripts and summaries with anyone—no login required for viewers. You can also add comments and tag teammates to clarify points or assign follow-ups. This is great for keeping sales, product, and marketing teams aligned without endless email chains.
- Team workspaces: Share access across your org.
- Commenting: Keep discussions tied to specific parts of a meeting.
What doesn’t:
If you’re expecting Notta to replace your project management tool, forget it. It’s for meeting capture and sharing, not for tracking complex task workflows.
How to use it:
- After a call, tag the product team if a feature request comes up.
- Use comments to clarify details or ask for follow-up—right in the transcript.
When Notta Isn’t Enough (Or Is Too Much)
- If you only have a handful of meetings a week, Notta’s full feature set might be overkill. Plain old call recordings or even basic note-taking could be enough.
- If your meetings are mostly internal and informal, you might not need transcripts at all.
- If your team is allergic to using new tools, adoption will lag. Notta is simple, but it’s not magic.
What to Skip (Save Your Time and Money)
- Multilingual support: Decent, but not a replacement for a real translator.
- AI-generated tags and topics: Can be hit or miss. If you’re organized, tag things yourself.
- Mobile transcription: Handy in a pinch, but not reliable for group meetings.
Real-World Tips for Rolling Out Notta in a GTM Team
- Start small: Pilot Notta with your sales or customer success team before rolling it out company-wide.
- Pick a meeting type to automate: Sales demos, handoff calls, or customer onboarding—don’t try to boil the ocean.
- Build a habit: Encourage the team to check summaries before follow-ups. Reward folks who actually use the transcripts.
- Connect to your workflow: Figure out how you’ll get summaries into your CRM or project tools—manual or via Zapier.
- Review privacy policies: Some clients don’t want their calls recorded. Respect that, and don’t force the tool in every situation.
Keep It Simple and Iterate
There’s no magic bullet for GTM chaos, but having clean, searchable records of what was said and decided in meetings can save you serious time and headaches. Notta won’t fix broken processes or make people communicate better—but if you use the few features that matter, it’ll take a lot of the grunt work off your plate. Start with transcripts and summaries. Don’t overthink it. Try it, see what sticks, and tweak as you go.