Notulist keeps a library of the people you meet, the companies they work for, and the tags you give meetings. You can browse your meetings by any of them.

People

Everyone you assign as a speaker becomes a person under People; you’re in the list yourself too. A person’s page shows their meetings, their talk time and their action items.

  • Add person adds someone yourself. A person has a Name, Email, Company and Notes.
  • If a person’s email address belongs to a Notulist account, you choose whether to share meetings with them. See Share a meeting.
  • Merge into… moves all speaker tags of a person to another person and deletes this entry.
  • When the People page shows Possible duplicates, click Review. Choose who stays in each group; the others are merged into that person, meetings included.
  • Delete person removes their speaker tags from meetings; the transcripts stay.

Your own name and email come from your account.

Companies

Companies are the organisations your people work for. Set the company on a person’s page, or create one with New company. A Description, such as client, supplier or partner and what you work on together, helps Notulist understand who they are to you. Delete company keeps the people, without a company.

Tags

Tags group meetings by project, client or topic.

  1. On a meeting, click Tag.
  2. Pick a tag, or type a new name and choose Create “name”.

On the Tags page you can add one with New tag and give it a Name, Description and Color. A description, saying what belongs under the tag, helps Notulist suggest the right tags. Delete tag removes the tag from all meetings; the meetings stay. You can filter meetings by tag on All meetings and in the phone apps.

Tag suggestions

After transcription, Notulist suggests tags from your library, or a new one. A suggestion shows as Suggested by Notulist: choose Add tag or Dismiss. Nothing is added until you accept it. To ask again, choose Suggest tags in the tag picker. To stop automatic suggestions, turn off Suggest tags automatically under Settings › Meetings.

Browse and ask

The page of a person, company or tag lists its meetings. Click Ask about this to ask questions about just those meetings. See Search and Ask.