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Notis.ai Onboarding Summary

Jun 30, 2025

Summary

  • Flo, creator of notis.ai, provided a step-by-step onboarding tutorial for notis, an AI assistant that integrates with WhatsApp and Notion.
  • The demonstration covered installation, linking to Notion, configuring databases, subscription options, and basic usage examples.
  • Key features and benefits of notis were highlighted, including organizing, capturing, and retrieving information on the go.
  • Flo welcomed feedback and offered direct support through WhatsApp or the notis website.

Action Items

  • None specified in this meeting.

Introduction to notis.ai and Overview

  • notis is an AI assistant that operates via WhatsApp and connects to Notion to help users capture, organize, and retrieve information using voice commands.
  • The assistant is positioned as particularly useful for users who are regularly away from their desks and want to enhance productivity with Notion.

Step-by-Step Installation and Onboarding

  • Users begin by visiting notis.ai and entering their phone number to get started.
  • After registration, users receive an onboarding message through WhatsApp and are prompted to confirm their email and Notion account.
  • Authorization to Notion is required, and users are advised to install the template provided by the developer for optimal setup.
  • The template includes databases and fields optimized for notis; users can later adjust or add their own databases as needed.

Configuring Database Access in Notion

  • Once synced, users can manage which Notion databases notis can write to, recommending only enabling access to necessary databases for improved AI precision.
  • Examples included allowing write access for expense tracking and tasks but not for project categories or new projects.

Subscription Plans and Activation

  • Two subscription levels are available: standard (text/voice, 1 hour transcription, unlimited templates/conversations) and Pro (adds image recognition, unlimited voice transcription, research assistant, and Q&A features).
  • Users start with a free 7-day trial, requiring payment details, with the option to cancel before the trial ends.

Using notis: Features and Practical Examples

  • After subscription activation, users can utilize notis for reminders, tasks, meeting summaries, expense tracking, and more, all via WhatsApp.
  • The AI is capable of interpreting voice input, organizing fuzzy thoughts, filling in database fields, and following up with clarifying questions if needed.
  • The Pro plan enables advanced functions like document Q&A and research across synced Notion databases.

Troubleshooting and Final Encouragement

  • Flo demonstrated testing notis with a reminder and a task creation, noting minor limitations with the basic plan.
  • Users are encouraged to experiment with the included template and contact Flo for support or feedback via WhatsApp or the website.
  • Feedback is highly valued, and users are invited to share their experiences and suggestions.

Decisions

  • Recommend using the developer-provided Notion template for new users — Ensures a smooth onboarding and optimal configuration for notis’ features.

Open Questions / Follow-Ups

  • None identified in this tutorial.