sales-audionotes
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ChineseAudionotes Platform Help
Audionotes平台帮助
Step 1 — Gather context
步骤1 — 收集上下文
If exists, read it first for accumulated platform knowledge.
references/learnings.mdAsk the user:
-
What do you need help with?
- A) Setting up Audionotes (recording, transcription, templates)
- B) Configuring integrations (Zapier, Notion, webhooks, WhatsApp)
- C) Troubleshooting (transcription accuracy, missing notes, upload failures)
- D) Choosing a plan (Free vs Pro vs Enterprise)
-
What platform are you on?
- A) iOS
- B) Android
- C) Web
- D) Multiple devices
-
What's your primary use case?
- A) Personal voice journaling / thought capture
- B) Meeting notes and action items
- C) Content creation (blogs, social media, emails from voice)
- D) Professional documentation (medical, legal, client notes)
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
如果存在,请先阅读其中积累的平台知识。
references/learnings.md询问用户:
-
您需要哪方面的帮助?
- A) 设置Audionotes(录制、转录、模板)
- B) 配置集成(Zapier、Notion、Webhook、WhatsApp)
- C) 故障排查(转录准确性、笔记丢失、上传失败)
- D) 选择套餐(免费版 vs 专业版 vs 企业版)
-
您使用的是哪个平台?
- A) iOS
- B) Android
- C) Web端
- D) 多个设备
-
您的主要使用场景是什么?
- A) 个人语音日记 / 想法记录
- B) 会议笔记与行动项
- C) 内容创作(从语音生成博客、社交媒体内容、邮件)
- D) 专业文档(医疗、法律、客户笔记)
跳过规则:如果用户的提示已经包含足够的上下文,直接进入步骤2。
Step 2 — Route or answer directly
步骤2 — 转介或直接解答
| If the question is about... | Route to... |
|---|---|
| Comparing note-takers across platforms | |
| Reviewing a specific sales call | |
| Sales coaching program design | |
| Connecting Audionotes to CRM via Zapier | |
If the question is Audionotes-specific, continue to Step 3.
| 如果问题涉及... | 转介至... |
|---|---|
| 跨平台对比笔记工具 | |
| 复盘特定销售通话 | |
| 销售指导方案设计 | |
| 通过Zapier将Audionotes连接至CRM | |
如果问题是Audionotes专属的,继续步骤3。
Step 3 — Audionotes platform reference
步骤3 — Audionotes平台参考
Read for the full platform reference — features, pricing, integrations, webhook payload, Zapier triggers, Notion sync, templates.
references/platform-guide.mdAnswer the user's question using only the relevant section. Don't dump the full reference.
**阅读**获取完整平台参考——功能、定价、集成、Webhook payload、Zapier触发器、Notion同步、模板。
references/platform-guide.md仅使用相关章节解答用户问题,不要直接输出完整参考内容。
Step 4 — Actionable guidance
步骤4 — 可落地指导
You no longer need the platform guide — focus on the user's specific situation.
- Voice capture workflow: Record → AI transcribes → AI generates summary/notes → organize with folders/tags → export or sync
- Automation pattern: Create note → webhook fires JSON payload to your endpoint / Zapier triggers "New Note V2" → route to destination
- Notion workflow: Connect Notion integration → all new + existing notes auto-sync (Title, Transcript, AI Notes, Created At, Note Type, Speaker Transcript)
- Template strategy: Use pre-built templates (meeting minutes, SOAP notes, blog drafts) or create custom prompts for consistent output formats
If you discover a gotcha, workaround, or tip not covered in , append it there.
references/learnings.md您无需再查阅平台指南——专注于用户的具体场景。
- 语音记录流程:录制 → AI转录 → AI生成摘要/笔记 → 用文件夹/标签整理 → 导出或同步
- 自动化模式:创建笔记 → Webhook向您的端点发送JSON payload / Zapier触发「New Note V2」 → 路由至目标平台
- Notion工作流:连接Notion集成 → 所有新笔记及现有笔记自动同步(标题、转录文本、AI笔记、创建时间、笔记类型、发言者转录文本)
- 模板策略:使用预建模板(会议纪要、SOAP笔记、博客草稿)或创建自定义提示以保持输出格式一致
如果您发现中未涵盖的注意事项、变通方法或技巧,请添加到该文档中。
references/learnings.mdGotchas
注意事项
Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
- No public REST API — automation is webhook + Zapier + Notion only. No programmatic way to list, search, or update notes. For API-driven workflows, consider Fireflies or Fathom.
- Free plan caps at 1 minute per note — effectively forces upgrade for any real use. Test with short recordings before committing to Pro.
- Webhook payload is fixed and non-customizable — you always get . No filtering by note type, no signature verification documented.
{noteId, createdAt, noteType, title, transcript, content} - No CRM integrations — no native HubSpot, Salesforce, or Pipedrive sync. Must build via Zapier or webhook → middleware → CRM.
- Transcription accuracy drops on medical/specialized audio — G2 reviewers report issues with domain-specific terminology. No custom vocabulary or glossary feature.
- No real-time collaboration — single-user only. Notes can be shared via public pages or export, but no live co-editing.
基于研究的最佳实践——请仔细查看,尤其是关于套餐专属功能和集成问题的内容,这些信息可能已过时。
- 无公开REST API——仅支持Webhook + Zapier + Notion实现自动化。无法通过编程方式列出、搜索或更新笔记。若需API驱动的工作流,可考虑Fireflies或Fathom。
- 免费版单条笔记时长上限为1分钟——实际上会迫使用户升级到专业版才能满足真实使用需求。在决定购买专业版前,先用短录音进行测试。
- Webhook payload固定且不可自定义——您始终会收到。无法按笔记类型过滤,也无文档记录签名验证机制。
{noteId, createdAt, noteType, title, transcript, content} - 无原生CRM集成——不支持HubSpot、Salesforce或Pipedrive原生同步。必须通过Zapier或Webhook → 中间件 → CRM的方式搭建集成。
- 医疗/专业音频转录准确性下降——G2评论者反馈领域特定术语的转录存在问题。无自定义词汇表或术语表功能。
- 无实时协作功能——仅支持单用户使用。可通过公开页面或导出分享笔记,但不支持实时协同编辑。
Related skills
相关技能
- — Compare AI note-takers across platforms, choose the right one for your team, or wire transcripts into CRM. Install:
/sales-note-takernpx skills add sales-skills/sales --skill sales-note-taker -a claude-code - — Connect Audionotes to your CRM, data warehouse, or other tools via Zapier or webhooks. Install:
/sales-integrationnpx skills add sales-skills/sales --skill sales-integration -a claude-code - — Not sure which skill to use? The router matches any sales objective to the right skill. Install:
/sales-donpx skills add sales-skills/sales --skill sales-do -a claude-code
- ——跨平台对比AI笔记工具,为团队选择合适工具,或将转录文本同步至CRM。安装命令:
/sales-note-takernpx skills add sales-skills/sales --skill sales-note-taker -a claude-code - ——通过Zapier或Webhook将Audionotes连接至您的CRM、数据仓库或其他工具。安装命令:
/sales-integrationnpx skills add sales-skills/sales --skill sales-integration -a claude-code - ——不确定使用哪个技能?该路由工具可将任何销售目标匹配到合适的技能。安装命令:
/sales-donpx skills add sales-skills/sales --skill sales-do -a claude-code
Examples
示例
User: "I want to record client meetings on my phone and have the notes auto-sync to Notion — how do I set that up?"
Skill does: Walks through Notion integration setup (Integrations → Connect → duplicate template), explains which fields sync (Title, Transcript, AI Notes, Speaker Transcript), notes that both existing and new notes sync automatically.
User: "How do I send Audionotes transcripts to my CRM via webhook?"
Skill does: Explains webhook setup (Integrations → Webhook → paste URL → Connect), shows the fixed JSON payload format, recommends building middleware to parse field and POST to CRM API, warns about no signature verification.
contentUser: "My Audionotes transcriptions are terrible for medical terminology — any fixes?"
Skill does: Explains no custom vocabulary feature exists, suggests speaking more slowly and clearly, recommends specialized medical transcription tools (Sonix with custom dictionary, TranscribeMe with human review) if accuracy is critical, notes the 95% accuracy claim assumes optimal conditions.
用户:“我想在手机上录制客户会议,并让笔记自动同步到Notion——该怎么设置?”
技能操作:引导用户完成Notion集成设置(集成 → 连接 → 复制模板),说明同步的字段(标题、转录文本、AI笔记、发言者转录文本),并告知现有笔记和新笔记都会自动同步。
用户:“如何通过Webhook将Audionotes的转录文本发送到我的CRM?”
技能操作:说明Webhook设置步骤(集成 → Webhook → 粘贴URL → 连接),展示固定的JSON payload格式,建议搭建中间件解析字段并POST到CRM API,同时提醒无签名验证机制。
content用户:“我的Audionotes对医学术语的转录效果很差——有什么解决办法吗?”
技能操作:说明目前无自定义词汇表功能,建议放慢语速、清晰发音;如果对准确性要求极高,推荐使用专业医疗转录工具(支持自定义词典的Sonix、提供人工审核的TranscribeMe);同时说明95%的准确率是基于理想环境的假设。
Troubleshooting
故障排查
Webhook not firing or payload empty
Webhook未触发或payload为空
Symptom: You set up a webhook URL but no data arrives at your endpoint after creating a note.
Fix: Verify the URL is publicly accessible (not localhost). Only notes created after connecting the webhook are sent — historical notes are not retransmitted. Check your server logs for incoming POST requests. The payload is always JSON with fixed fields (, , , , , ).
noteIdcreatedAtnoteTypetitletranscriptcontent症状:您设置了Webhook URL,但创建笔记后没有数据送达您的端点。
解决方法:验证URL是否可公开访问(不能是localhost)。只有在连接Webhook之后创建的笔记才会被发送——历史笔记不会重新传输。检查服务器日志是否有传入的POST请求。payload始终是固定字段的JSON格式(, , , , , )。
noteIdcreatedAtnoteTypetitletranscriptcontentTranscription accuracy is poor
转录准确性差
Symptom: Words are garbled, domain-specific terms are wrong, or wrong language detected.
Fix: Ensure you're recording in a quiet environment — the 95% accuracy claim assumes optimal conditions. For accented speech, try selecting the specific language rather than relying on auto-detection. No custom vocabulary or glossary is available. For critical accuracy needs (medical, legal), consider Sonix or TranscribeMe instead.
症状:文字混乱、领域特定术语错误、语言识别错误。
解决方法:确保在安静环境下录制——95%的准确率是基于理想环境的假设。对于带口音的语音,尝试选择特定语言而非依赖自动识别。目前无自定义词汇表或术语表功能。如果是对准确性要求极高的场景(医疗、法律),可考虑使用Sonix或TranscribeMe替代。
Zapier trigger not activating
Zapier触发器未激活
Symptom: You connected Zapier but new notes don't trigger your Zap.
Fix: Verify your Audionotes API key and email are correctly entered in the Zapier account configuration. Use the "New Note V2" trigger (not the older version). Test with a new recording after connecting — existing notes won't trigger. Check Zapier's Task History for errors.
症状:您已连接Zapier,但新笔记不会触发Zap。
解决方法:验证Zapier账户配置中是否正确输入了Audionotes API密钥和邮箱。使用「New Note V2」触发器(而非旧版本)。连接后用新录音进行测试——现有笔记不会触发Zap。查看Zapier的任务历史记录排查错误。