Setting Up and Navigating Ninja Notes
1. Introduction 0:01
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Presenter: Tyler Nelson, Director of Customer Experience at Ninja Concepts.
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Purpose: Walkthrough of setting up a Ninja Notes account and navigating the platform.
2. Creating an Account 0:46
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Go to NinjaConcepts.ai.
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Navigate to the Products section and click on Notes.
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Click the Login button in the upper right corner.
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If you don't have an account, click 'sign up here'.
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Options to sign up:
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Enter email, password, first name, last name.
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Sign in with Google or Microsoft.
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3. Personalization Setup 1:15
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Follow prompts to personalize your account.
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Grant microphone permissions for voice print.
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Record a voice print introduction.
4. Calendar Integration 2:43
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Option to connect your calendar (e.g., Google Calendar).
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This helps organize meetings and view them within Ninja Notes.
5. Navigating the Ninja Notes Homepage 3:13
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Overview of the homepage features:
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Record meetings.
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View recent recordings and upcoming meetings.
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Access Ninja Chat, recording histories, calendars, tasks, folders, and tags.
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6. Dashboard Overview 3:53
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Greeting message (Good morning/afternoon).
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Display of total recorded meetings, action items, and minutes used for the month.
7. Features Overview 5:01
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Detailed explanation of individual features:
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Ninja Chat: Interact with AI for questions and action items.
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Meeting Recordings: Access past meetings and filter by date, folders, or tags.
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Calendar: View upcoming meetings if synced.
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Tasks: Automatically generated tasks from past meetings.
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8. Organizing with Folders and Tags 6:39
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Folders: High-level organization for projects, clients, or meeting types.
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Tags: Sub-categories for specific topics discussed in meetings.
9. Knowledge Base 7:55
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Access user manuals and how-to guides.
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Recommended for quick answers before contacting support.
10. Reporting Issues and Feature Requests 8:40
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Use the 'Report an Issue' button for system problems or feature requests.
11. Profile Management 9:29
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Access profile settings to change personal information and manage subscriptions.
12. Post-Meeting Summaries 10:03
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Ability to send post-meeting summaries with generic or custom prompts.
13. Companion App Overview 11:25
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Importance of downloading the Companion app for enhanced functionality.
14. Downloading the Companion App 11:43
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Instructions for downloading and installing the Companion app based on your operating system.
15. Setting Up the Companion App 13:07
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Follow installation instructions and grant necessary permissions for notifications and audio.
16. Conclusion 15:40
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Encouragement to reach out for questions or further assistance.