How to Improve the Context in Your Network When Working with Note Takers

When you use a note-taker like Granola, every meeting becomes a goldmine of context. Suddenly, you have access to detailed transcripts and insights that would have slipped through the cracks in the past. But as you automate the flow of these notes into NOAN via Zapier, a new challenge emerges: information overload and messy, irrelevant memos.

Here’s how to keep your contact network clean, relevant, and truly useful—so your AI assistant can deliver sharper, more actionable insights.

1. Trim the Noise Before You Sync

Why it matters:
Not all meeting content is created equal. Pleasantries, repeated product pitches, or your own business intros can quickly clutter your contact memos—especially if you’re running similar calls (like sales or intake meetings) on repeat.

What to do:  

• Before sending your Granola notes to NOAN, review and delete sections that are just you talking about your product or company.
• Focus on keeping only the information that’s unique to the contact—like their needs, objections, or business context.
• This prevents your memos from becoming a graveyard of your own sales scripts and keeps the spotlight on what matters: the other person.

2. Structure Your Calls for Consistent, Searchable Notes

Why it matters:
If every call is a free-for-all, your memos will be too. But if you use a repeatable structure, your notes (and therefore your contact context) become instantly more useful and searchable.

What to do:  

• Design a simple template for your recurring calls. For example, in a sales call, always include sections like:
  • “About Their Business”
  • “Key Challenges”
  • “Decision Criteria”
  • “Next Steps”
• Stick to this structure in your conversations. Granola (or any note-taker) will naturally capture and organize the information in these sections.
• When these notes flow into NOAN, your memos will be uniform, making it easy for the assistant to analyze, compare, and surface insights across your network.

3. Give Every Meeting a Clear, Contextual Title

Why it matters:
A well-chosen meeting title is more than just a label—it’s a powerful anchor for context. When your notes are automatically titled with something generic like “Meeting with John,” it’s easy to lose track of what actually happened. But if you use a descriptive, specific title—such as “Q1 Marketing Strategy Call with Acme” or “Product Feedback Session: Beta Users”—you instantly make it easier to search, recall, and analyze the purpose of each interaction.

What to do:

• Before or immediately after each meeting, update the title in Granola (or your note-taker) to reflect the main topic or objective.
• This title will flow into NOAN along with your notes, making it much easier for you (and your assistant) to find the right context at a glance and connect insights across your network.

4. The Payoff: Cleaner Data, Smarter AI

By following these two steps, you’ll:

• Avoid memo bloat with repeated, irrelevant info.
• Make your network’s context truly about your contacts, not yourself.
• Enable NOAN’s assistant to deliver more accurate, relevant, and actionable outputs—because it’s working with clean, structured data

Quick Recap

• Edit before you sync: Remove your own repeated business/product info from notes.
• Structure your calls: Use a repeatable template so memos are consistent and searchable.
• Result: A smarter, more useful contact network—and an AI assistant that actually “gets” your relationships.‍
  

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