Nota: Meetings Agent

Gone are the days of a vendor promising something on a call, the call ending, and the promise living in one person’s memory until it quietly disappears, unfulfilled. Nota, BRM’s meetings Agent, joins the call, records it, extracts the commitments, and files everything on the vendor’s Relationship, right next to the agreement it relates to.
If it happened in a meeting, Nota knows.

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What is Nota?

Nota brings your vendor calls into BRM. When Nota sits in on a call, you get a summary, a full transcript, and a set of signals: the pricing that was quoted, the commitments that were made, the actions someone agreed to, and the dates that were mentioned. Every signal links back to the exact moment it was said. Nota then works out which vendor the meeting was about and files it on that vendor’s Relationship page, where it sits alongside agreements, spend, and email. Your team can see it, comment on it, and check what was promised against what actually arrived. You choose what is and isn’t shared.  Meetings live in two places:

• The Meetings tab in the main navigation lists every meeting Nota has recorded for you, plus the upcoming meetings it’s scheduled to join.
• The Meetings tab on a vendor’s Relationship page shows the meetings about that vendor. Each one also appears as an event on the Relationship timeline.

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Quick start: turning it on

1. Connect your calendar. Go to My Account → Communication and open Meeting Intelligence. Connect your Google Calendar. Your upcoming meetings appear in the Meetings tab, marked as meetings Nota will join.
2. Let Nota join. When a scheduled Zoom or Google Meet goes live, Nota joins and starts taking notes. If several attendees have BRM connected, only one Nota joins the call.
3. Or record a meeting by link. Not on your Google Calendar? Open the Meetings tab, choose Record a meeting, and paste the link. Nota supports Google Meet, Zoom, Microsoft Teams, and Slack huddles.
4. Tune your signals. Back in Meeting Intelligence, toggle the default signal types on or off and add your own rules (more on those below).

Tip: Auto-join currently works with Google Calendar only. Every other supported platform works by pasting the meeting link.

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What you’ll see

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1. The whole call, distilled

Open any recorded meeting, and you get a written summary; the full transcript with speakers resolved where Nota can identify them, and the signals panel. Select a signal, and you jump straight to the line in the transcript where it was said, so “they agreed to waive the implementation fee” is never a matter of memory again.

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2. Signals that match your rules

Nota tracks a standard set of signal types out of the box: pricing, commitments, actions, and dates. Then you add your own. Personal rules apply to your meetings. Write them in plain language, for example: Flag anything over $5,000 a month. Or, flag anything with a price ramp. From then on, Nota checks every meeting you’re in against the rule and creates a signal when it matches. Organizational rules are set by admins and super admins and run on every meeting in the organization, every time, with no exceptions. Use them for terms your company has already decided it won’t accept. When Nota hears one, it flags it in that meeting’s signals so the attendee knows straight away.

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3. Filed on the Relationship, with the agreement attached

Nota identifies the primary vendor from who was on the invite and what was said. The meeting then appears in that vendor’s Meetings tab and on the Relationship timeline with its summary attached. Nota also links the agreements you hold with that vendor under Related agreements, so you can go from “here’s what the rep quoted” to “here’s what we’re paying” without leaving the page.

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4. Bring your team in

On the timeline event, you can leave comments and tag colleagues. “Watch the part at 14:02 before the renewal call” now lives on the meeting itself, where the rest of the team will find it.

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5. Dates become events

When someone on the call mentions a date (“we’ll send the proposal on the 15th”), Nota suggests a calendar event. Choose Add to put it on your BRM calendar or Dismiss to remove it.

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6. Only who should see it

Every meeting has a visibility setting:

• Private. Only the people who were invited can see it. Attendance doesn’t matter; if you were on the invite, you have access.
• Public. Everyone in your organization can see it.
• Share. For a private meeting, give specific colleagues access without opening it to the whole org.

Internal meetings, where everyone on the call is from your organization, are still recorded so you can share them internally, and Nota still tags any vendors that came up. They are not attached to a vendor’s Relationship page; they stay in your Meetings tab. Note: Visibility, join, and rule settings can all be changed later and take effect immediately. Which meetings Nota joins Not every meeting belongs in BRM, so you decide where Nota shows up. Default settings. In My Account → Communication → Meeting Intelligence (and during onboarding), toggle auto-join on or off for three kinds of meeting:

• Internal 1:1s (you and one colleague)
• Internal group meetings (three or more people, all from your company)
• External 1:1s (you and one person from outside your company)

Nota always joins external group meetings, since those are the vendor calls Meetings exists for. Per-meeting overrides. Open any upcoming meeting in the Meetings tab and mark it as one Nota should join or skip. This overrides your default for that meeting only, so you can keep internal 1:1s off in general but have Nota sit in on the one that matters. Recurring series. Set a join or skip preference for a whole meeting series (a weekly vendor sync, say) and it applies to every occurrence, again overriding your default. Note: When several attendees have BRM connected, Nota takes the most permissive setting. If your colleague has internal 1:1s turned off but you have them on, Nota joins your 1:1 with them.

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Why this changes how you work

Before the renewal call. Open the vendor’s Relationship and the last three calls are right there, with every price and commitment pulled out. You walk in knowing exactly what was offered last time. When the invoice doesn’t match. The rep said the discount was locked in. The invoice says otherwise. Instead of asking around, you open the meeting, click the pricing signal, and read the line where they said it. You have the record.
When someone leaves. The person who ran the relationship moves on, and the conversations don’t move on with them. Every call they had with that vendor is on the Relationship for whoever picks it up. The common thread: the days of a promise going both unfulfilled and unnoticed are over. Every commitment is recorded in one place, next to the agreement it relates to.

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Frequently asked questions

Which platforms does Nota join? Google Meet, Zoom, and Microsoft Teams. Auto-join requires Google Calendar; any supported meeting can be recorded by pasting its link. Does Nota join every meeting on my calendar? Only the kinds you’ve turned on. External group meetings are always joined; internal 1:1s, internal group meetings, and external 1:1s follow your settings, and you can override any single meeting or recurring series from the Meetings tab. If several attendees have BRM connected, the most permissive setting wins. Who can see a meeting? Private meetings are visible to everyone who was invited, whether or not they attended. Public meetings are visible to everyone in your organization. Use Share on a private meeting to bring in specific colleagues. A meeting was scheduled but nobody showed up. What happens? Nota adds a timeline event noting the meeting was scheduled but not held. You can keep it and add your own notes (for example, if the conversation happened in person) or remove it from the timeline. Nota attached a meeting to the wrong vendor. Can I fix it? Nota resolves the vendor from attendee email domains and what was said. If it gets one wrong, contact support and we’ll correct it while we improve the matching. Can Nota write to my Google Calendar? Not currently. Suggested events are added to your BRM calendar. Who can set organizational rules? Admins and super admins. Something isn’t working. Who do I contact? Please reach out to our team.