Phone Meeting? Use Noteleaf to Easily Start Your Call

Noteleaf now extracts phone numbers entered in the title, location or description fields of your calendar events and from Google Contacts, so you can start your calls with one click from a Noteleaf profile.

 
We recently spoke to a Noteleaf user named Scott who uses Noteleaf to help him prepare for his calls.  He mentioned that he usually puts the dial-in phone number in the ‘Location’ field of his calendar so he has it on hand before a call. Other users do something similar for their calls, putting a dial-in phone number in the title, description or location fields of the calendar. In most cases, there’s no way to click the phone number in the calendar, so they later have to manually key in the phone number to start the meeting. We thought about it and figured there had to be an easier way to do this. And now, thanks to our latest feature release, there is.

 

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As of today, if you put a phone number in the title, location or description field of your calendar event, Noteleaf will automatically pick it out and include it in the Noteleaf profile for that meeting. Or, if you have a phone number in your Google Contacts for the person you’re meeting with, we’ll include that as well. When the phone number appears on the Noteleaf profile you can simply click it to start your call. No need to search around for the phone number, just get your call started on the same Noteleaf screen you use to prepare for your meeting.

We have also redesigned the Noteleaf mobile profile to make it easier to read. The new design features the ability to go to the person's full LinkedIn profile with one click or view their Twitter page on Twitter.com. Just click on the 'LinkedIn' or 'Twitter' heading to go directly to see the person's profile directly on either of those two sites.

So, next time you have a phone meeting, just copy and paste the phone number into the calendar event. Ten minutes before your meeting you'll get a notification with the newly redesigned Noteleaf profile and you'll be able to start your call with just one click.
Posted by Jake
 

Noteleaf Now Shows Full LinkedIn Info for 2nd & 3rd Degree Connections

Noteleaf helps you prepare for your meetings and gives you information about who you're meeting next. Knowing who you're meeting is most important when meeting someone new. However, when you meet someone for the first time, odds are you're a 2nd or 3rd degree connection, but not connected directly.

That's why Noteleaf meeting profiles now feature extended information for 2nd and 3rd degree connections on LinkedIn. We worked with LinkedIn to get extended access to their API, so you're now able to view a full history of employment and education for anyone your connected with, up to and including 3rd degree connections. The information Noteleaf provides is a summary of what you would see by visiting the LinkedIn profile in your web browser and all user privacy settings still apply. Noteleaf now gives you more information than ever to help make sure you're prepared when you walk into your meeting.

Posted by Jake
 

See All Your Upcoming Meetings in Noteleaf

Noteleaf now features a full day view so you can easily browse through all upcoming and past meetings.

 

There's now an easy way to see what meetings you have coming up in your day: the Noteleaf day view. Starting today, you will see a "Day View" button in the top left corner of each Noteleaf mobile profile. Click it and you will be taken to an entire day view that allows you to see all of your upcoming and past meetings. When browsing the "Day View", just click on the event to see that specific Noteleaf profile.

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With the full day view you always know what's next. You can do meeting prep ahead of time whenever you have a spare moment. You can easily get directions for your next meeting whenever you're ready to travel to the meeting location. Finally, you can get an overview of your entire day with social context, so you have a great at-a-glance view of who you'll be interacting with.

So, next time you view a Noteleaf profile, click the 'Day View' button and give it a try. We'd love to hear what you think.

 

 

Posted by Jake
 

Add a Guest to an Event to Get Noteleaf Profile Information

Today we're introducing a new way to get information about who you're meeting with. When you "Add Guests" to your calendar event, Noteleaf will use the email entered to recognize the person you're meeting.

 

We created Noteleaf to make preparing for meetings incredibly easy. As a result, you can enter an event title like "Coffee with Jon" and have Noteleaf figure out who "Jon" is, then serve up the information to your phone right before your meeting. 

What if instead of putting the person's name in the event title, however, you simply add a guest to the event? Noteleaf now recognizes that case too. When you invite someone to an event in Google Calendar via the "Add Guests" form, Noteleaf uses the email you entered in the invite list to pull up information about that person before your meeting.

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When you create an event in Google Calendar, you can enter a person's email address in the "Add Guest" box of the event creation page. Then, before your meeting you'll receive a text message with a link to the Noteleaf profile of the person you're about to meet, pulled from the Guest List - even if there is no name mentioned in the event title.

So go ahead and schedule your meetings which ever way is most convenient. Noteleaf will do the rest and serve up the information you need right before your meeting.

 

Posted by Jake
 

Profile information in your event description now optional

Noteleaf inserts profile information about the person you're meeting with right in your calendar's event description. This is great for users that already put notes that they would need for the meeting, including information about the person they're meeting with. An early feedback we got was, "When I went in the event to enter information about the other person, it was already done for me!" It feels quite magical.

However, as we learned more from our users, we discovered that everyone's workflow is slightly different. What about users that invite others to their events? It's actually rather socially awkward to have information about the person you're meeting with shared in the event itself.

Thus, we've added a feature that lets you tell Noteleaf to turn off profile information insertion into your event descriptions. All you have to do is log into Noteleaf and uncheck the checkbox at the bottom that says "Write profile information in my calendar event when Noteleaf finds a person in the event"

Description_injection

If you disable the calendar event descriptions, you can still get Noteleaf text message notifications before each meeting sent directly to your phone.

Before the days of readily accessible information on the internet, when someone knew more than we knew about them, it meant that they were spending a lot of time looking up information about us. That raises our red flags and stranger danger antennas to be wary of such a person. What do they want? What is their motivation for spending so much time knowing my background?

However, the world has changed drastically in the last decade. Nowadays in the age of readily accessible information, we can know quite a bit of public information about a person without doing a lot of work. It will still take a while for our social customs to adjust and catch up to this new world.

As a result, people like for you to know something about them, without seeming to have made the effort to do so. By not breaking social custom, it allows this information to help us connect with the other person across the table.

Hopefully, this will help you connect with those that you meet. Let us know if you have any feedback, bug reports, or concerns. wil@noteleaf.com

Posted by Wil Chung
 

Getting the Most from Noteleaf

You’re busy. You’re a mobile professional with lots of meetings, perhaps even back-to-back, speaking with 4, 5, or even 8 people, some of whom you might be meeting for the first time.

What if you could prep quickly for meetings without changing what you do? What if you didn’t need to try and look up the person on LinkedIn, search through emails in Gmail, and find the meeting location on Google Maps on your mobile phone? What if you could get this information with just one click?

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With Noteleaf, you can!

Noteleaf works from your iPhone, Android and most BlackBerry phones – you don’t even need to download an app!

Add events to your Google Calendar as you normally would (“Meet with Janet at University Cafe”). Noteleaf does the rest, giving you a Google Calendar reminder with a clickable link, detailing:

  • LinkedIn profile information of the person you’re meeting with
  • Access recent emails between you
  • Google Maps location of the meeting

Want Noteleaf? All you have to do is click the “Sign Up” button, connect your Google and LinkedIn accounts, enter your phone number and enable text messaging.

What information should be in Google Calendar so that Noteleaf recognizes the person I’m meeting? 

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Type the person’s name as part of the event title – “Coffee with Jon.” Noteleaf figures out that you mean Jon Griffin, VP of Marketing at Intercorp. If you know more than one Jon, it’s not a problem – Noteleaf gets it right, most of the time. Sometimes, they don’t have enough information to identify the right person.

How can I improve Noteleaf’s ability to recognize people?

Although Noteleaf’s working on their name recognition everyday, you can help make Noteleaf more accurate at guessing the correct person:

  1. Use the person’s full name in your Google Calendar event title
  2. Connect with more people in your industry on LinkedIn – Noteleaft gets better the more connections you have on LinkedIn
  3. Use the “Wrong Person” button on the Noteleaf mobile profile to correct Noteleaf if it pulls up the wrong person

 Sign up for Noteleaf to painlessly prepare for meetings on your mobile phone. If you’re currently using Noteleaf, we’d love to hear your feedback – email us at info@noteleaf.com

 

 

Posted by Noteleaf
 

Noteleaf Launches

We're excited to announce that we have launched the new version of Noteleaf!

Noteleaf reads your Google Calendar, recognizes names of the people you're scheduled to meet with, then sends you a profile of that person right before your meeting. It's a one-stop mobile web page that shows you a picture of who you're meeting, they're work/education history (powered by LinkedIn), email address and a quick view of recent email conversations you've exchanged with them. If you entered a meeting location in your calendar, you can also view a map of the meeting location with one click.

Our goal when creating Noteleaf was to create a tool that provides you with value without you having to do any extra work, remember to visit any sites/apps or do anything differently than they already do. By reading your calendar and automatically detecting names, we're able to serve up useful information as a result of what you already do: schedule appointments in your calendar.

Later, when you're rushing to your meeting, the last thing you want to have to do is launch 3 or 4 different apps and do searches in each of them for the information you need. That's why Noteleaf sends you a text message right before your meeting that directs you to a meeting overview page with all the information you need to be prepared.

Also, since Noteleaf uses text messages and mobile-optimized web pages to serve up all information, it works on iPhone, Android and Blackberry phones with no apps to download. 

Interested in giving it a try? Visit Noteleaf.com to get started. As always, we look forward to your feedback - drop us a line anytime at info@noteleaf.com.

Blog

 

Posted by Noteleaf
 

How to add the Noteleaf bookmarklet on IE8 (in screenshots)

Recently, one of our new users, Brent, brought to my attention that he was having trouble the Noteleaf bookmarklet in Internet Explorer 8. So just for IE users, I've compiled a gallery that steps you through how to install the bookmarklet in IE8. I've highlighted the parts of the screen you should be focusing on in each screen shot. 

(download)

 

  1. Right click on the grey Noteleaf button on the goodies page.
  2. Then choose the option, "add to favorites"
  3. A dialog box will appear and say, "You are adding a favorite that might not be safe. Do you want to continue?" You should click yes. We assure you it's safe. Besides, you know where we live.
  4. The next dialog box will appear asking where it should put your bookmark. Change the pull-down menu in "Create in:" to "Favorites Bar", then Click Add button.
  5. Bravo! You now have the Noteleaf bookmarklet installed. Look at your favorites bar (it should be under the address bar, but above the tabs bar), and you should see the Noteleaf bookmarklet.

Note: If you don't see your favorites bar, right click on the gold star next to the word "Favorites" to the right of all the tabs. Then select "favorites bar" to make it appear.

As always if you have any problems feel free to send us email, send us feedback, or call us, and we'll be happy to help.

 

Posted by Wil Chung
 

K.I.S.S -- Keep it Simple, Startup

Recently we’ve been speaking with a lot of our users by phone in order to better understand their needs and get feedback on Noteleaf. It’s been an absolute thrill to get insight into how people are using the app and what they’d like to see added. The use cases and feature requests are quite varied, but when asked what our users love about Noteleaf there’s one answer that keeps popping up in almost every conversation: the simplicity.

In fact, here are just a few examples of what we kept hearing in the calls we made:
“I love how simple it is”,  “it’s super light weight, super convenient, and super simple”, “very clean, very simple.”

When creating the current, beta release of Noteleaf we focused on keeping things straight-forward. You add people, you add notes about them. You can add a reminder to follow-up, but you don’t have to. That’s it. There is no complicated setup process, you don’t have to click a million links just to add a new contact, and we don’t make you fill out a dozen contact fields for each person you enter.

As we work on the next release of Noteleaf, we’ve been focusing on making Noteleaf better and better. When you’re building out a product, however, it is really easy to let “better and better” morph into “more and more features.” A friend of ours, who is also an ultra-smart entrepreneur, put it best when he said that anyone can add feature after feature, but what a great startup does is stop and listen to what users really need. And, after doing a whole lot of listening, it’s pretty clear that in addition to great new features, our users want simplicity in their software.

So, while we work on implementing many of the great suggestions we received for how to make Noteleaf even better (a fast, native mobile app, anyone?), we’re working even harder on making sure that as we add features, we don’t take away the simplicity that people love.

Because, after listening to our users, the message is pretty clear: K.I.S.S. -- Keep It Simple, Startup

Don’t worry, we’re with you on that.
Posted by jakeklamka
 

Noteleaf Supertip: Search your people directly from Chrome

If you're a Chrome user, you can search Noteleaf directly from your browser (if you're already logged in).

Step 1: Start typing noteleaf into the address bar and hit TAB

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When you start typing "noteleaf" into your address bar, Chrome will try to autocomplete for you. Resist the urge to hit enter! Instead hit tab

Step 2: Type the note or person you're looking for

You'll see your address bar turn to say "Search noteleaf.com:" After that, you can start searching Noteleaf by typing in your query. Here, I'm looking for my friend Dot, since I can't remember what the heck she's doing since the last time she talked to me.

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Then voila! The results page for Noteleaf comes up, and I click on Dot, then I'm done. 

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Happy searching!

Posted by Wil Chung