Otter Assistant for Microsoft Teams

Capture and share meeting notes automatically

Need an easier way to take meeting notes? Running late or can’t make a meeting? Otter Assistant can automatically join any Microsoft Teams meeting to record, transcribe, and share meeting notes for you.

Benefits
✓ Schedule ahead and never forget to take notes again
✓ Save time & effort every meeting
✓ Works even if you run late or can’t make a meeting

All it needs is a Microsoft Teams invite link; no Microsoft Teams admin setup required! It also works for Microsoft Teams meetings not hosted by you.

Otter Assistant is available on all plans. Paid plans can use Otter Assistant for concurrent meetings.

Try FREE for 10 days

People with whom you share notes can use Otter Basic or higher
Other options with Otter Basic/Pro: Side-by-side Recording

Setting up Otter Assistant

Setup is quick and easy. First, log into Otter.ai. Next, Otter needs to sync your calendar events. On the right panel of your Home Feed, click Connect for each calendar app you use and sign in to allow Otter to access your calendar.

If you have connected your Google or Microsoft Outlook calendar to Otter, you can see your upcoming meetings. From the Calendar, you can directly join your meeting and also schedule Otter Assistant to join, and capture and share meeting notes with participants. Click through the tutorial tips to learn what you can do on this page.

You are all set! Otter Assistant will join all Microsoft Teams meetings and share notes automatically. You have full control of which meetings Otter Assistant will join and share notes in your Calendar (see details below).

Managing Otter Assistant for all meetings

You can change the default behavior of Otter Assistant for all meetings by going into Settings at the top left corner of your Home Feed.

Auto-join all meetings
For maximum automation, turn on this toggle to invite Otter Assistant to join all meetings by default. You can adjust the Auto Join toggles for individual meetings in Calendar as needed.

Auto-share notes to calendar event guests
For maximum automation, turn on this toggle to always share notes to all guests of a calendar event by default. You can change the sharing options for selected meetings individually in your Calendar as needed.

Sharing Permission Levels
• Viewer can view the conversation, inline images, and highlights, and play back the audio, but cannot add highlights, comments, edit the transcript, nor view any Meeting Gems™. Viewers can also export text and audio of the conversation, if allowed by the Conversation Owner.
• Collaborators can edit the conversation, highlight, view and add Meeting Gems™, and export the text or audio of the conversation, in addition to what a Viewer can do.

Send Otter links via Chat
For convenient access to the Otter notes during the meeting, check this checkbox to allow Otter Assistant to post the Otter link in the Microsoft Teams Chat window (about 5 and 15 minutes into the meeting).

Managing Otter Assistant for individual meetings

You can adjust the auto-join and sharing options of Otter Assistant for selected meetings individually in your Calendar.

Auto-join
You can adjust the Auto Join toggle for any meeting, overriding the defaults in your Home Feed Settings.

Share
You can adjust the sharing options for any meeting, overriding the defaults. Mouse over a meeting and click the Share button.

Share with calendar event guests
Turn on this toggle to share notes to all guests of this calendar event.

Share to group
Select an existing Otter group or create a new Otter group to share with.

Adding Otter Assistant to a live meeting

For any meeting that is not in your Calendar (e.g. an instant meeting that was not on your calendar), you can invite Otter Assistant to join this meeting on the fly.

Click the Add to live meeting button in My and paste the Microsoft Teams invite link (i.e. the full link including the ?pwd=... portion at the end).