Otter.ai

Connect Otter to the Zoom Account

Link your Otter.ai account with Zoom so the bot can automatically join meetings.

Go to Settings > Integrations in Otter.ai, select Zoom, and grant calendar access.

Check your organization’s Zoom admin permissions if the Otter bot cannot join the meeting automatically.

Enable Automatic Recording for Recurring Meetings

Set up Otter to automatically join and record all meetings on the calendar without manual intervention.

In the calendar settings, enable the option 'Automatically join and record all meetings' or select individual meetings.

Notify meeting participants in advance that the meeting will be recorded to comply with privacy regulations.

Follow Live Transcription During the Meeting

View the live transcription to keep up with the content, especially when difficult terms are spoken.

Open the Otter app or web alongside Zoom, and follow the text as it runs along with the presenter’s voice.

Highlight important sections in real-time during the meeting for easier reference later.

Create Summaries and Extract Action Items

After the meeting ends, use the automatic summary feature to retrieve main points and action items.

Open the completed transcript, click on the Summary section to view the AI summary and list of labeled action items.

Use Otter AI Chat to ask directly, such as 'What did the client request regarding the deadline?' instead of reading the entire transcript.

Share the Transcript with the Team

Send the summary and complete transcript to relevant members, including those who were absent.

Click Share, choose an email or sharing link, and set view or edit permissions for each member.

Label by project or client to make transcripts easier to find later.