Automatically Transcribe Meetings With OtterPilot

Sign up for an account at Otter.ai and verify your email address.

Once youve confirmed your account and logged in, selectAppsin the left sidebar.

To link a calendar, chooseAddbeside your desired option.

Side view of businessman gesturing while doing video call through laptop at office

The Good Brigade / Getty Images

you’re able to repeat these steps to link multiple calendars.

Sign in to your calendar account if prompted and confirm the account link-up by selectingYesorAllow.

Use the toggle feature to allow or restrict OtterPilots access.

Verify email address prompt after signing up for Otter AI account

Once Otter AI finishes processing the conversation, view the transcript inMy Conversations.

you’re able to also link your Zoom account and meeting schedule fromApps>Zoom>Add.

OtterPilot will automatically join all meetings you host and record, unless you toggle off access.

The Apps option from the Otter AI side menu

Copy and paste a Zoom meeting URL and pressEnteron your keyboard.

In your active Zoom meeting, pressAllowin the dialog box that appears to confirm OtterPilots note-taking permissions.

Transcription happens in real-time and appears in the Summary view.

Add button beside a compatible app in Otter AI

Find the completed conversation from theMy ConversationsorAll Conversationstabs.

From your Otter AI Home screen, look for theImportbutton in the upper-right corner.

SelectBrowse filesor drag and drop the file to upload.

Otter AI calendar view and OtterPilot toggle for a meeting highlighted

Double-check thecompatibility listand double-check it doesnt exceed 5GB before uploading.

The upload progress bar appears on screen.

Once processing completes, view the fully transcribed conversation from theMy Conversationstab

What Is Otter AI?

URL meeting box for pasting a link for recording in Otter AI

Otter AI is a meeting and transcription service that uses the OtterPilot AI assistant to automate note-taking.

What Can Otter AI Do?

Otter AI bundles several core features using two main AI tools, OtterPilot and AI Chat.

URL pasted into the URL box for recording a meeting in Otter AI

Here are some of the most noteworthy features of both tools and the platform as a whole.

Dialog box to approve Otter AI for automatic note-taking in a Zoom meeting

The Record option highlighted for recording a meeting using Otter AI web app

Live transcription from an active recording in the Otter AI web app

The Import button highlighted for uploading meeting files in the Otter AI web app

The Browse files dialog box for uploading audio or video files to Otter AI website

Transcription progress bar for an uploaded meeting file to Otter AI