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Integrate

Link various accounts with Otter

Otter is designed to fit your workflow. The following steps will teach you how to link various accounts with Otter to integrate your Otter experience across devices and programs.


  • Link Your Microsoft Calendar
  1. Open the Settings tab.

    1. For mobile, open the sidebar by tapping the three horizontal bars image13 at the top-left of the screen and then tap the Settings button at the bottom of the menu.
    2. For web, click your profile photo at the top-right corner of your screen, then select “Settings” from the drop-down menu.
  2. image8

  3. Select “Connect calendars” (mobile) or “Connected apps” (web).
  4. Mobile

    image10

    Web

    image5

  5. Select to connect your Microsoft account.
    1. For mobile, tap the “Microsoft” button.
    2. For web, scroll down and click “Connect your Microsoft account.”
  6. image11

  7. Sign in using your normal Microsoft login information.
  8. Select “Yes” to give Otter access to your Microsoft account
  9. To enable notifications for calendar events, return to the Settings tab in the mobile app and tap the “Notifications” button to control device notification settings.
    1. You can choose to be notified about all calendar events, or by calendar events filtered by certain keywords.
  10. image2

  11. To receive prompts from Otter to share conversations with other event participants, toggle the “Suggest sharing event recordings” switch.
  12. image1

  13. You will now be reminded to record your Microsoft Calendar events, and Otter will automatically title conversations based on event titles.
  • Link Your Google Calendar

image3

  1. In the Settings tab, select “Connect calendars” (mobile) or “Connected apps” (web).
  2. Select to connect your Google account.
    1. For mobile, tap the “Google” button.
    2. For web, scroll down and click “Connect your Google account.”
  3. Sign in using your normal Google login information.
  4. Select “Allow” to give Otter access to view your calendars.
  5. image4

  6. To enable notifications for calendar events, return to the Settings tab in the mobile app and tap the “Notifications” button to control device notification settings.
    1. You can choose to be notified about all calendar events, or by calendar events filtered by certain keywords.
  7. To receive prompts from Otter to share conversations with other event participants, toggle the “Suggest sharing event recordings” switch.
  8. You will now be reminded to record your Google Calendar, and Otter will automatically title conversations based event titles.
  • Link Your Zoom Account

If you have a Zoom Pro, Business, or Enterprise plan, you can turn all your Zoom cloud recordings into Otter conversations automatically.

  1. In the web app, click your profile photo at the top-right corner of your screen.
  2. Click “Settings” in the pull-down menu.
  3. Scroll down to select “Connected apps” and then click the blue “Connect your Zoom account” button.
  4. image9

  5. You will be directed to the Zoom login page. Sign in using your Zoom account information.
  6. Click “Allow” to grant Otter access to your Zoom cloud recordings.
  7. Otter will automatically sync any new cloud recordings from your Zoom account and turn them into conversations in your Otter account.
  • Integrate Other Meeting Services

Otter also works with all major cloud meeting services, including Skype for Business, GoToMeeting, UberConference, BlueJeans, Lifesize, Webex, Highfive, Hangout and many more.

  1. On desktop, open the Otter web app at https://otter.ai in a new tab in your browser.
  2. Start recording a new live conversation. image12 If you have linked your calendar, Otter will automatically title the conversation based on your meeting title.
  3. Begin your online meeting using your favorite cloud meeting service as usual.
  4. If you are using your headphone for the online meeting, Otter won’t be able to pick up the voice from other meeting attendees. Please put the meeting on your desktop speaker or your meeting room speaker.
  5. To share a live link with other meeting participants, select the blue “Share” image6 button at the top-right corner of the screen.
    1. Click “Create a link.”
    2. Select “Copy link.”
    3. Share the link with other participants in your live conversation.
  6. image7

  7. When your conversation is over, stop the conversation and save as you normally would.
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