sales-skills/sales-talknotes

TalkNotes Platform Help

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated platform knowledge.

Ask the user:

1. What do you need help with?

   • A) Setting up TalkNotes (recording, transcription, templates)
   • B) Configuring integrations (Zapier, webhooks, export)
   • C) Content creation using templates (blog posts, emails, to-do lists)
   • D) Troubleshooting (upload failures, transcription issues, processing errors)
   • E) Choosing a plan (Plus vs Pro) or comparing to Voicenotes/AudioPen

2. What platform are you on?

   • A) iOS
   • B) Android
   • C) Web
   • D) Multiple devices

3. What's your primary use case?

   • A) Personal thought capture / journaling
   • B) Content creation (blog posts, social media, emails from voice)
   • C) Meeting notes and action items
   • D) Lecture or interview transcription

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

Step 2 — Route or answer directly

| If the question is about... | Route to... | |---|---| | Comparing note-takers across platforms | /sales-note-taker [question] | | Reviewing a specific sales call | /sales-call-review [question] | | Sales coaching program design | /sales-coaching [question] | | Connecting TalkNotes to CRM via Zapier/webhooks | /sales-integration [question] |

If the question is TalkNotes-specific, continue to Step 3.

Step 3 — TalkNotes platform reference

Read references/platform-guide.md for the full platform reference — features, pricing, templates, integrations, Zapier setup, workflow patterns.

Answer the user's question using only the relevant section. Don't dump the full reference.

Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

• Voice capture workflow: Record → choose template style → AI transcribes + structures → edit → export (PDF/MD/text)
• Template workflow: Pick from 100+ pre-made templates OR create custom styles → record → AI formats to match template
• Automation pattern: Zapier "Note Created" trigger → route to Notion, Google Docs, Slack, CRM, or any connected app
• Sharing workflow: Use shareable recorder link (Pro) to collect guest recordings → notes appear in your account

If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.

Gotchas

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.

• No permanent free tier — only a 7-day trial. After trial ends you must subscribe or lose access. Unlike Voicenotes (free tier with limits) or AudioPen (one-time payment), TalkNotes requires an ongoing subscription.
• No public API — automation is Zapier-only or webhooks. No REST endpoints for custom integrations. Contact [email protected] for API access requests.
• 20-minute recording limit on Plus — Plus plan caps recordings at 20 minutes. Pro extends to 2 hours (25 recordings). For unlimited-length recordings, consider Voicenotes or Fireflies.
• No speaker diarization — single-speaker only. Multi-person recordings transcribe as one continuous stream. For speaker-labeled transcripts, use Fireflies, Otter, or Fathom.
• Mobile upload reliability — App Store reviews report intermittent upload failures on mobile, especially on unstable connections. The web app is more reliable for processing.
• Template-driven, not verbatim — TalkNotes restructures speech into template formats by default. If you need raw transcripts, look for a plain transcript template option.

Related skills

• /sales-note-taker — Compare AI note-takers across platforms, choose the right one for your team, or wire transcripts into CRM. Install: npx skills add sales-skills/sales --skill sales-note-taker -a claude-code
• /sales-voicenotes — Voicenotes platform help — closest competitor with Ask AI, Obsidian/Notion sync, and Zapier automation. Install: npx skills add sales-skills/sales --skill sales-voicenotes -a claude-code
• /sales-audiopen — AudioPen platform help — voice-to-polished-text with custom writing styles and one-time payment. Install: npx skills add sales-skills/sales --skill sales-audiopen -a claude-code
• /sales-integration — Connect TalkNotes to your CRM, data warehouse, or other tools via Zapier or webhooks. Install: npx skills add sales-skills/sales --skill sales-integration -a claude-code
• /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do -a claude-code

Examples

User: "I record client meeting notes on my phone but the output is always a wall of text — how do I get structured notes with action items?" Skill does: Recommends using the "Meeting Notes" or "To-Do List" template, walks through recording → template selection → review workflow. Notes that Plus plan (20 min) may be sufficient for most meetings but Pro (2 hr) is needed for longer sessions.

User: "I want TalkNotes to automatically create a Notion page every time I record a voice memo" Skill does: Walks through Zapier setup — "Note Created" trigger → Notion "Create Page" action, mapping the note title and content to Notion properties. Notes that Zapier integration requires an active subscription.

User: "My recordings keep failing to process on my iPhone — the app just spins and nothing happens" Skill does: Troubleshoots upload failures — check internet connectivity, try the web app as fallback, update to latest app version, check if trial has expired. If the issue persists, contact [email protected] with recording timestamp.

Troubleshooting

Recordings fail to upload or process on mobile

Symptom: Recording completes but never appears as a note; the app shows a spinner indefinitely. Fix: Check internet connectivity — TalkNotes requires server-side processing. Switch to Wi-Fi if on cellular. Try accessing the web app to see if the recording arrived server-side. Update to the latest app version (v1.6.5+ fixed prior crash bugs). If the recording is truly lost, contact [email protected] with the approximate recording time.

Transcription is inaccurate or garbled

Symptom: Words are wrong, sentences are jumbled, or the wrong language is detected. Fix: Check language settings — select the dominant language before recording. Minimize background noise and speak clearly. The app works best with a single speaker in a quiet environment. For noisy environments, consider Krisp for noise cancellation before recording.

Trial expired and lost access to notes

Symptom: After the 7-day trial ends, you can't access previously recorded notes. Fix: Subscribe to a Plus or Pro plan to regain access. Before the trial ends, export important notes as PDF, Markdown, or plain text. TalkNotes does not offer a permanent free tier — plan accordingly.