{"count":99,"next_page":"https://help.otter.ai/api/v2/help_center/articles/search.json?page=2\u0026per_page=25\u0026query=export","page":1,"page_count":4,"per_page":25,"previous_page":null,"results":[{"id":42385276728727,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/42385276728727.json","html_url":"https://help.otter.ai/hc/en-us/articles/42385276728727-Export-to-Google-Drive","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":3,"vote_count":5,"upvote_count":4,"downvote_count":1,"section_id":13352400186391,"created_at":"2026-07-31T23:00:26Z","updated_at":"2026-10-25T17:21:54Z","name":"Export to Google Drive","title":"Export to Google Drive","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-16T03:54:06Z","user_segment_id":null,"permission_group_id":3069674,"content_tag_ids":[],"label_names":["manually export","export to google drive","google docs","export to gmail","google drive export","google drive integration","automatic exports","exporting conversations to google drive","export as google docs","google drive sync","sync to google drive"],"body":"\u003cp\u003e\u003cstrong\u003eExport Otter conversations to Google Drive\u003c/strong\u003e to save your conversations to your Google Drive account. Export your conversation as a \u003cstrong\u003eGoogle Doc\u003c/strong\u003e or \u003cstrong\u003etext (.txt)\u003c/strong\u003e file, and choose what to include, such as the transcript, overview, action items, insights, outline, custom prompt, metadata, and audio. This makes it easy to organize, access, and share your meeting notes in Google Drive.\u003c/p\u003e\u003cdiv class=\"hc-video hc-video--background\" style=\"margin-bottom: 32px;\"\u003e\n    \u003ciframe class=\"js-vimeo-video\" src=\"https://player.vimeo.com/video/1219037506?autoplay=1\u0026amp;loop=1\u0026amp;muted=1\u0026amp;background=1\" frameborder=\"0\" allow=\"autoplay; fullscreen\"\u003e\n  \u003c/iframe\u003e\n  \u003c/div\u003e\u003chr\u003e\u003ch2 id=\"google-drive-setup\" data-toc-section=\"true\"\u003eGoogle Drive Setup \u003c/h2\u003e\u003cp\u003eConnect your Google Drive account and choose how Otter exports your conversations.\u003c/p\u003e\u003cdiv data-toc-children=\"true\"\u003e\n\u003ch2 class=\"accordion\" id=\"connect-to-google-drive\"\u003e\n\u003cspan class=\"acc-title\"\u003eConnect to Google Drive\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eInstructions to link your Google Drive account to Otter\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eConnect Google Drive to your Otter account\u003c/strong\u003e to manually export conversations as \u003cstrong\u003eGoogle Docs\u003c/strong\u003e or \u003cstrong\u003etext (.txt)\u003c/strong\u003e files directly to your Google Drive.\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e3b47dbf3e1a6d4b3fa807bdee29f2cef\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations\u003c/strong\u003e\u003c/a\u003e, then click \u003cstrong\u003eConnect\u003c/strong\u003e next to \u003cstrong\u003eGoogle Drive.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42793711012503\" width=\"1584\" height=\"793\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e2e3f83faebe3f9a4bf40561c5e7e41af\"\u003e\n\u003cp\u003eSign in to your \u003cstrong\u003eGoogle\u003c/strong\u003e account, review the requested permissions, and click \u003cstrong\u003eContinue\u003c/strong\u003e to authorize Otter to access your Google Drive.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42793711014167\" width=\"1152\" height=\"789\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e633e1a0f871d5a8c0231f07890256bc0\"\u003e\n\u003cp\u003eAfter the connection is complete, \u003cstrong\u003eGoogle Drive\u003c/strong\u003e will appear as a connected integration in your Otter account.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42793694895639\" width=\"1584\" height=\"793\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"manage-google-drive-export-settings\"\u003e\n\u003cspan class=\"acc-title\"\u003eManage your Google Drive export settings\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eChoose your preferred file format and customize the conversation content included in each export\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e86ae918c66fbaabc2f990f4a2aca1d43\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations\u003c/strong\u003e\u003c/a\u003e, then select \u003cstrong\u003eGoogle Drive\u003c/strong\u003e to manage your Google Drive export settings.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42793694895639\" width=\"1584\" height=\"793\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e277e73017b5bc6603e16630cfada8b4e\"\u003eChoose how Otter exports your conversations to Google Drive.\u003cul\u003e\n\u003cli data-list-item-id=\"e813abca329d65871d55001f16f91525c\"\u003e\n\u003cstrong\u003eSelect a file format:\u003c/strong\u003e Google Docs or \u003cstrong\u003e.txt\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ea17d4996541d42d543eafe8d38527144\"\u003e\n\u003cp\u003e\u003cstrong\u003eChoose what to include\u003c/strong\u003e in each exported conversation:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e7710c514b40a027138213e586679b08a\"\u003eMetadata\u003c/li\u003e\n\u003cli data-list-item-id=\"edc153d59f2f4a86210d4a95f5a62b426\"\u003eOverview\u003c/li\u003e\n\u003cli data-list-item-id=\"e7083a931fa4c4d51bc53c62f934b9fd2\"\u003eAction Items\u003c/li\u003e\n\u003cli data-list-item-id=\"e0ffa1a711b440ad516db07c38db0f6ad\"\u003eInsights\u003c/li\u003e\n\u003cli data-list-item-id=\"e08fe30b79680d59dfc515c9550d58f3b\"\u003eOutline\u003c/li\u003e\n\u003cli data-list-item-id=\"ef54fdce46aa00d5966e885a1a7275c4e\"\u003eTranscript\u003c/li\u003e\n\u003cli data-list-item-id=\"e5a753d3b3ab2636b8acb8d5125db4718\"\u003eCustom Prompt\u003c/li\u003e\n\u003cli data-list-item-id=\"e88570050e310c3f3c2eb0463530aea71\"\u003eAudio\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288933570071\" width=\"1019\" height=\"897\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e726b5e8f974b45722caa1766dede96f0\"\u003e\n\u003cp\u003eClick \u003cstrong\u003eSave\u003c/strong\u003e to apply your changes. Future exports to Google Drive will use the selected file format and conversation content.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288933570327\" width=\"907\" height=\"837\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"automatic-exports\"\u003e\n\u003cspan class=\"acc-title\"\u003eAutomatic export\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eEnable automatic exports to Google Drive and control which meetings are included\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eBy default, \u003cstrong\u003eGoogle Drive exports are performed manually\u003c/strong\u003e. If your workspace wants to \u003cstrong\u003eautomatically export\u003c/strong\u003e \u003cstrong\u003econversations\u003c/strong\u003e to Google Drive, contact your \u003cstrong\u003eOtter account manager\u003c/strong\u003e to enable automatic exports.\u003c/p\u003e\n\u003cp\u003eOnce enabled, you’ll have additional settings to control how and which conversations are exported.\u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003eGetting started:\u003c/strong\u003e Enterprise admins can \u003cstrong\u003econtact your workspace’s Otter account manager\u003c/strong\u003e to enable Automatic Exports.\u003c/div\u003e\n\u003cdiv data-toc-children=\"true\"\u003e\n\u003ch3 id=\"export-mode\"\u003e\u003cstrong\u003eExport mode\u003c/strong\u003e\u003c/h3\u003e\n\u003cp\u003eChoose how conversations are exported to Google Drive:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"efbd65146fe9c1464c9ad3d5b61476793\"\u003e\n\u003cstrong\u003eAutomatic\u003c/strong\u003e – Automatically export all future conversations, including \u003cstrong\u003ead-hoc recordings, imported conversations, Otter Notetaker recordings, and supported meeting platform recordings\u003c/strong\u003e (such as Zoom, Google Meet, and Microsoft Teams), and \u003cstrong\u003emobile.\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ec08f18f2b2118b5ca06b16ff69ecea3b\"\u003e\n\u003cstrong\u003eManual\u003c/strong\u003e – Export conversations individually whenever needed.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"meeting-filter\"\u003e\u003cstrong\u003eMeeting filter\u003c/strong\u003e\u003c/h3\u003e\n\u003cp\u003eChoose which conversations are automatically exported:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"eb8cae21a55c0dfc0982ce71b4914abe7\"\u003e\n\u003cstrong\u003eAll meetings\u003c/strong\u003e – Export every conversation.\u003c/li\u003e\n\u003cli data-list-item-id=\"e053e5d9e3727d2cda9d2f665c23bb409\"\u003e\n\u003cstrong\u003eInternal only\u003c/strong\u003e – Export only meetings where all calendar guests share the same email domain as your workspace.\u003c/li\u003e\n\u003cli data-list-item-id=\"e7e73112201094f7adcb405d387e67c5e\"\u003e\n\u003cstrong\u003eExternal only\u003c/strong\u003e – Export only meetings that include calendar guests whose email domains differ from your workspace’s domain.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288933570455\" width=\"1124\" height=\"947\"\u003e\u003c/p\u003e\n\u003cp\u003eOnly the initial version of a conversation is exported automatically. If you edit the transcript, summary, action items, or other conversation content, click \u003cstrong\u003eUpdate\u003c/strong\u003e to manually export the latest version to Google Drive.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Automatic exports don’t replace manual exports. You can continue to manually export conversations to Google Drive at any time, including updated versions of previously exported conversations.\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003chr\u003e\n\u003ch2 id=\"export-to-google-drive\" data-toc-section=\"true\"\u003eExport to Google Drive\u003c/h2\u003e\n\u003cp\u003eExport conversations to Google Drive, update exported files, and manage your exports.\u003c/p\u003e\n\u003cdiv data-toc-children=\"true\"\u003e\n\u003ch2 class=\"accordion\" id=\"export-conversation-to-google-drive\"\u003e\n\u003cspan class=\"acc-title\"\u003eExport a conversation to Google Drive\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eExport an Otter conversation to Google Drive\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003col\u003e\n\u003cli data-list-item-id=\"eb1e5fd4de0f9c59724783165434041d8\"\u003e\n\u003cp\u003eOpen the conversation you want to export. Click the \u003cstrong\u003ethree-dot menu\u003c/strong\u003e, then select \u003cstrong\u003eExport to Google Drive.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44037886321175\" width=\"1582\" height=\"891\"\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e8a54b24221fe40eaf066a2d19be7bcfb\"\u003e\n\u003cp\u003eOtter will export the conversation to your connected \u003cstrong\u003eGoogle Drive\u003c/strong\u003e account. When the export is complete, click \u003cstrong\u003eView\u003c/strong\u003e to open the exported file.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44037850196503\" width=\"1249\" height=\"670\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ef541feb20ce908e7c5fac07c627c328b\"\u003eThe exported conversation opens in \u003cstrong\u003eGoogle Drive\u003c/strong\u003e, where you can view, organize, share, or edit the file.\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42793694898455\" width=\"1961\" height=\"1050\"\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"update-and-export-to-google-drive\"\u003e\n\u003cspan class=\"acc-title\"\u003eUpdate your conversation and export to Google Drive\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eExport the latest edits to your conversation and update the existing file in Google Drive\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eAfter editing your Otter conversation, such as updating speaker names, editing the transcript, or revising the summary, you can export the latest version to Google Drive.\u003c/p\u003e\n\u003cp\u003eWhen you’re finished making changes, click \u003cstrong\u003eUpdate\u003c/strong\u003e. Otter replaces the existing exported file in Google Drive with the latest version of your conversation using your current export settings.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Updating the exported file doesn’t automatically sync future changes. Each time you make additional edits in Otter, click \u003cstrong\u003eUpdate\u003c/strong\u003e again to export the latest version.\u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44037886322583\" width=\"2103\" height=\"741\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"manage-exported-conversations\"\u003e\n\u003cspan class=\"acc-title\"\u003eManage your exported conversations in Google Drive\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eLearn where exported conversations are stored and how to organize or move them in Google Drive\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eWhen you export a conversation for the first time, Otter automatically creates a folder named \u003cstrong\u003eOtter.ai Conversations\u003c/strong\u003e in your connected \u003cstrong\u003eGoogle Drive\u003c/strong\u003e account. All future conversation exports are saved to this folder by default.\u003c/p\u003e\n\u003cp\u003eYou can rename, move, or organize the folder just like any other folder in Google Drive.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288933570711\" width=\"2050\" height=\"725\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e If you delete the folder, Otter will automatically create a new folder the next time you export a conversation to Google Drive.\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003chr\u003e\n\u003ch2 id=\"faqs\" data-toc-section=\"true\"\u003eFAQS\u003c/h2\u003e\n\u003cdiv data-toc-children=\"true\"\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"accordion\" id=\"h_01M08RBPW057VJ9N79HJH4KECM\"\u003eCan I export past conversations to Google Drive?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e You can manually export any Otter conversation to Google Drive, including conversations created before you connected the Google Drive integration.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08RBPW1ZXCZJWMFRVDAK89E\"\u003eCan I export conversations that were shared with me?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e You can export shared conversations if you have \u003cstrong\u003eViewer\u003c/strong\u003e or \u003cstrong\u003eCollaborator\u003c/strong\u003e access.\u003c/p\u003e\n\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1502/701;\" src=\"https://help.otter.ai/hc/article_attachments/44037850199191\" width=\"1502\" height=\"701\"\u003e\u003c/figure\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08RBPW1PWPCY8BNYKFC87KX\"\u003eWhy is the Export to Google Drive option missing or unavailable?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eMake sure you are connected to Google Drive on the \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations\u003c/strong\u003e\u003c/a\u003e page for the option to show up in the conversation page’s three-dot menu.\u003c/p\u003e\n\u003cp\u003eIf the \u003cstrong\u003eExport to Google Drive\u003c/strong\u003e option is missing or unavailable, your workspace admin may have disabled exports or removed the option to connect to Google Drive for your workspace. \u003cstrong\u003eContact your workspace admin for assistance\u003c/strong\u003e.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e6da937785e0cd3f4b18e48285f56a409\"\u003eLearn more about \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13352505516695-Enterprise-Admin-Controls-Overview#manage-integrations-display\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ehiding integrations\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ed58ffa00dd8d1dce3984901420d3a992\"\u003eLearn more about \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13352505516695-Enterprise-Admin-Controls-Overview#disable-export-functionality\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003edisabled exports\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 411/786; width: 39.47%;\" src=\"https://help.otter.ai/hc/article_attachments/44037886324375\" width=\"411\" height=\"786\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M51CZAZ1S9Y5W0XGF9TR6TSQ\"\u003eCan I export the conversation audio to Google Drive?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYes. Make sure to select audio as an export item in your Google Drive settings in \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → Google Drive\u003c/strong\u003e\u003c/a\u003e\u003cstrong\u003e. \u003c/strong\u003e\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08RBPW2FT4W1VTBWTQS0CC6\"\u003eHow do I restore a previous version of an exported conversation?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eClicking \u003cstrong\u003eUpdate\u003c/strong\u003e replaces the existing exported file in Google Drive with the latest version of your Otter conversation. Any changes you’ve made, such as transcript edits or updated summaries, are included in the new export.\u003c/p\u003e\n\u003cp\u003eIf you need to restore an earlier version, use \u003cstrong\u003eGoogle Docs Version History\u003c/strong\u003e. Keep in mind that restoring a previous version in Google Drive only affects the exported file. It doesn’t restore or update the original Otter conversation. If you want the Otter conversation to match the restored document, you’ll need to manually make those changes in Otter.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42793694899991\" width=\"1294\" height=\"694\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08RBPW3RRBMBRZHEWPZE6H8\"\u003eWhich file formats can I export to Google Drive?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eOtter currently supports exporting conversations to Google Drive as:\u003c/p\u003e\n\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e428f4f7f06f430fd1e22ce494e8106c1\"\u003e\u003cstrong\u003eGoogle Docs\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e8bf7708fa98ba61d2e1331fd911e9f11\"\u003e\u003cstrong\u003eText (.txt)\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eYou can also export an audio file as a separate format. Make sure to select it in your Google export settings in \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → Google Drive\u003c/strong\u003e\u003c/a\u003e\u003cstrong\u003e. \u003c/strong\u003e\n\u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42793694900119\" width=\"3334\" height=\"1051\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08RBPW3YXCC1ZVZZERBMN45\"\u003eCan I rename the Otter.ai Conversations folder?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e You can rename the \u003cstrong\u003eOtter.ai Conversations\u003c/strong\u003e folder, and Otter will continue exporting future conversations to the renamed folder.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08RBPW4H62F0QMC25QM7DDX\"\u003eCan I export images to Google Drive?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e Images aren’t currently included in Google Drive exports.\u003c/p\u003e\n\u003cp\u003eTo export conversations with images, use the standard \u003cstrong\u003eExport\u003c/strong\u003e feature and select \u003cstrong\u003eDOCX\u003c/strong\u003e or \u003cstrong\u003ePDF\u003c/strong\u003e\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eRelated article: \u003c/strong\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047733634\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eExport an Otter conversation\u003c/strong\u003e\u003c/a\u003e.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08RBPW581SSCTWH9ZPA7PXF\"\u003eCan I bulk export conversations to Google Drive?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e Bulk exports to Google Drive aren’t supported at this time.\u003c/p\u003e\n\u003cp\u003eTo export a conversation, open it, click the \u003cstrong\u003ethree-dot menu\u003c/strong\u003e, and select \u003cstrong\u003eExport to Google Drive\u003c/strong\u003e.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08RBPW593136R01NGPA0XQT\"\u003eCan I move the Google Drive folder?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e You can move the \u003cstrong\u003eOtter.ai Conversations\u003c/strong\u003e folder to another location in Google Drive. Otter will continue exporting conversations to that folder.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08RBPW6P5KQXTWH4HSGWFQ5\"\u003eWhat happens if I delete the Google Drive folder?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eIf you delete the \u003cstrong\u003eOtter.ai Conversations\u003c/strong\u003e folder, Otter automatically creates a new folder with the default name the next time you export a conversation.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08RBPW61PEK9E990GFK8DP3\"\u003eWhy did my Google Drive export fail?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eAn export may fail if you change the export file format after a conversation has already been exported.\u003c/p\u003e\n\u003cp\u003eFor example:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e60c37e01d128660f63dfebfd9e7c7d7f\"\u003eYou originally exported the conversation as a \u003cstrong\u003eGoogle Doc\u003c/strong\u003e.\u003c/li\u003e\n\u003cli data-list-item-id=\"e588b78161171047844672460756e636e\"\u003eYou changed the export format to \u003cstrong\u003eText (.txt)\u003c/strong\u003e.\u003c/li\u003e\n\u003cli data-list-item-id=\"e6954736de6046987b677ca593cbc689e\"\u003eYou clicked \u003cstrong\u003eUpdate\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eBecause the existing file format no longer matches your export settings, the update can’t overwrite the original file, and the export fails.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44037850200087\" width=\"1071\" height=\"416\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08RBPW7HCNQV08ZPD4E9BMW\"\u003eWhy isn’t my conversation ready to export?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYour conversation must finish processing before it can be exported.\u003c/p\u003e\n\u003cp\u003eIf you see \u003cstrong\u003eSpeech is not yet ready for export\u003c/strong\u003e, wait until processing is complete and try again. If the issue continues after processing has finished, contact \u003ca href=\"https://help.otter.ai/hc/en-us/requests/new\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eOtter Support\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44037886325527\" width=\"1071\" height=\"416\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08RBPW8H8F7KE4ZPQMS2PD5\"\u003eDo Otter edits automatically update my Google Drive export?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e Changes you make to a conversation aren’t automatically synced to Google Drive.\u003c/p\u003e\n\u003cp\u003eAfter editing a transcript, summary, or other conversation content, click \u003cstrong\u003eUpdate\u003c/strong\u003e to export the latest version to Google Drive.\u003c/p\u003e\n\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2103/741;\" src=\"https://help.otter.ai/hc/article_attachments/44037886322583\" width=\"2103\" height=\"741\"\u003e\u003c/figure\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08RBPW8KP0DC047T3YGHBA6\"\u003eCan I export conversations to Google Drive from the Otter mobile app?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e The \u003cstrong\u003eGoogle Drive integration\u003c/strong\u003e is currently available only on the \u003cstrong\u003eweb\u003c/strong\u003e and \u003cstrong\u003edesktop\u003c/strong\u003e versions of Otter.\u003c/p\u003e\n\u003cp\u003eOn the \u003cstrong\u003emobile app\u003c/strong\u003e, you can still export a conversation locally and, if your device supports it, choose \u003cstrong\u003eGoogle Drive\u003c/strong\u003e as the destination using your device’s share menu.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Exporting through your device’s share menu isn’t the same as the Google Drive integration. Files shared from the mobile app aren’t managed through the Google Drive integration and won’t use your configured Google Drive export settings.\u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44037850201495\" width=\"2576\" height=\"1620\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08RBPWA2XG30GA1S8BJ2MA0\"\u003eAre there workspace admin controls for Google Drive exports?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e There are no dedicated workspace admin controls for the \u003cstrong\u003eGoogle Drive integration\u003c/strong\u003e. Each workspace member manages their own Google Drive connection and export settings.\u003c/p\u003e\n\u003cp\u003eEnterprise workspace admins can, however, \u003cstrong\u003ehide the Google Drive integration\u003c/strong\u003e or disable \u003cstrong\u003econversation exports\u003c/strong\u003e for the workspace. When the integration is hidden or exports are disabled, members won’t be able to connect or export conversations to Google Drive.\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eRelated article:\u003c/strong\u003e Learn more about \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13352505516695\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eEnterprise admin controls\u003c/a\u003e.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M0911CSJJZA0Z9TCSB9T2QT7\"\u003eCan I connect Google Drive for the whole workspace?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e Each workspace member must connect their own Google Drive at the account level. Workspace admins can’t connect the integration on behalf of all members or for the whole workspace.\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eRelated article:\u003c/strong\u003e Learn more about the available \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13352505516695\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eEnterprise admin controls\u003c/a\u003e for your workspace.\u003c/div\u003e\n\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e\n\u003c/div\u003e","user_segment_ids":[],"snippet":"time you \u003cem\u003eexport\u003c/em\u003e a conversation. Why did my Google Drive \u003cem\u003eexport\u003c/em\u003e fail? An \u003cem\u003eexport\u003c/em\u003e may fail if you change the \u003cem\u003eexport\u003c/em\u003e file format","result_type":"article"},{"id":360048070254,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/360048070254.json","html_url":"https://help.otter.ai/hc/en-us/articles/360048070254-Export-to-Dropbox","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":2,"vote_sum":22,"vote_count":80,"upvote_count":51,"downvote_count":29,"section_id":360008279353,"created_at":"2020-05-20T04:25:57Z","updated_at":"2026-10-29T23:28:47Z","name":"Export to Dropbox","title":"Export to Dropbox","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-29T23:28:47Z","user_segment_id":null,"permission_group_id":3069654,"content_tag_ids":[],"label_names":["import","export","dropbox","conversation","business","integration","files","sync","dropbox not syncing","sync file from dropbox to otter","import file from dropbox","export file to dropbox","dropbox to otter","otter to dropbox","export to dropbox","automatic sync to dropbox","audio dropbox sync","sync to dropbox"],"body":"\u003cdiv data-toc-children=\"true\"\u003e\n\u003cp\u003eConnect \u003cstrong\u003eOtter with Dropbox\u003c/strong\u003e to automatically transcribe audio and video files, generate AI-powered meeting summaries, action items, outlines, and identify speakers. Simply upload interviews, meeting recordings, or other audio and video files to your \u003cstrong\u003eDropbox Otter folder\u003c/strong\u003e, and Otter will automatically import and process them.\u003c/p\u003e\n\u003cp\u003eYou can also manually import files from Dropbox into Otter or \u003cstrong\u003eexport Otter conversations and transcripts directly to Dropbox\u003c/strong\u003e, making it easy to organize, access, and share your meeting notes and recordings.\u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003ePlan:\u003c/strong\u003e The Dropbox integration is available on \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eBusiness and Enterprise\u003c/a\u003e plans.\u003c/div\u003e\n\u003ch2 id=\"set-up-manage-dropbox\"\u003eSet up and manage your Dropbox integration\u003c/h2\u003e\n\u003cp\u003eConnect your Dropbox account to Otter and customize your integration settings. Set up automatic file syncing, manage transcript exports, and choose your preferred file formats.\u003c/p\u003e\n\u003ch2 class=\"accordion\" id=\"connect-to-dropbox\" data-toc-section=\"true\"\u003e\n\u003cspan class=\"acc-title\"\u003eConnect your Dropbox account\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eAutomatically sync, import, and export files with Dropbox\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eConnect your Dropbox account to Otter to automatically sync and transcribe supported audio and video files. Once connected, you can also import files directly from Dropbox and export Otter conversations and transcripts back to Dropbox.\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"eed6e446878c439b8f960f865f5fe62fd\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → Discover\u003c/strong\u003e\u003c/a\u003e in Otter. Find \u003cstrong\u003eDropbox\u003c/strong\u003e and click \u003cstrong\u003eConnect\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639423395607\" alt=\"Connect Dropbox from the Otter Integrations Discover page\" width=\"1510\" height=\"874\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e57b8efae077391e4a46c3a876fad9c9c\"\u003e\n\u003cp\u003e\u003cstrong\u003eSign in to Dropbox\u003c/strong\u003e and click \u003cstrong\u003eAllow\u003c/strong\u003e to authorize the connection.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Your Dropbox email address does not need to match your Otter account email address. Dropbox's interface may change over time, so refer to \u003ca href=\"https://help.dropbox.com/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eDropbox Help\u003c/a\u003e for the most up-to-date instructions.\u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639452121623\" alt=\"Allow Otter to access your Dropbox account\" width=\"949\" height=\"457\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e245900c7b40baa01c587b08156d47090\"\u003e\n\u003cp\u003eOnce authorized, \u003cstrong\u003eDropbox is successfully connected\u003c/strong\u003e to Otter. You can now sync files, import recordings, and export transcripts.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639452122135\" alt=\"Dropbox successfully connected to Otter\" width=\"1578\" height=\"872\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"manage-dropbox-settings\"\u003e\n\u003cspan class=\"acc-title\"\u003eManage your Dropbox settings\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eCustomize automatic transcript exports and file formats\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eManage how Otter syncs files with Dropbox and automatically exports transcripts after processing. You can enable or disable automatic transcript exports, choose your preferred file format, and customize the exported transcript settings.\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e00861ee3ae3b4e356b47cc86cb43adf3\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → My Integrations\u003c/strong\u003e\u003c/a\u003e and select \u003cstrong\u003eDropbox\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639452122263\" alt=\"Select Dropbox under My Integrations in Otter\" width=\"1576\" height=\"872\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ed06ac635c3224f337063c4e942729b53\"\u003e\n\u003cp\u003eManage your Dropbox integration settings, including \u003cstrong\u003eSave transcripts to Dropbox\u003c/strong\u003e, your preferred export file format, and available transcript formatting options. Click \u003cstrong\u003eSave\u003c/strong\u003e to apply your changes.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639423396119\" alt=\"Configure automatic transcript exports, file formats, and Dropbox settings\" width=\"1386\" height=\"1417\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003chr\u003e\n\u003ch2 id=\"sync-dropbox-files\"\u003eSync files from Dropbox to Otter\u003c/h2\u003e\n\u003cp\u003eAutomatically sync audio and video files from Dropbox to Otter for transcription. Files must be in a \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047733574\" target=\"_blank\" rel=\"noopener noreferrer\"\u003esupported file format\u003c/a\u003e.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Importing files from Dropbox counts against your \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003emonthly transcription minutes\u003c/a\u003e.\u003c/div\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e51e4f6807b77207efb61b97650c1c7ab\"\u003e\n\u003ca href=\"https://www.dropbox.com/login\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eSign in to Dropbox\u003c/a\u003e.\u003c/li\u003e\n\u003cli data-list-item-id=\"e2fa2fce2aa0550c265fb26b6e3e616d9\"\u003e\n\u003cp\u003eNavigate to the \u003ca href=\"https://www.dropbox.com/home/Apps/Otter\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eApps / Otter\u003c/a\u003e folder.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/34677522685335\" alt=\"Locate the Apps Otter folder in Dropbox\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e46bac1712438f80aaa8fde1f42e385f4\"\u003e\n\u003cp\u003eUpload your audio or video files to the \u003cstrong\u003eApps / Otter\u003c/strong\u003e folder.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e For help uploading files, refer to \u003ca href=\"https://help.dropbox.com/files-folders/share/add-files\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eDropbox's documentation on uploading files\u003c/a\u003e.\u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/34677529499799\" alt=\"Upload audio or video files to the Otter folder in Dropbox\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e6f263fc206041c768a17c1d615ad036e\"\u003e\n\u003cp\u003eOnce uploaded, the files automatically sync to Otter and begin processing for transcription, summaries, outlines, speaker identification, and more.\u003c/p\u003e\n\u003cp\u003eYou can find the processed conversations on the \u003ca href=\"https://otter.ai/home\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eHome\u003c/a\u003e page or in \u003ca href=\"https://otter.ai/my-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eMy Conversations\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/34677529502103\" alt=\"Find imported Dropbox conversations on Otter Home or My Conversations\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e9218264e40d4bc27862182f6ce85fab7\"\u003e\n\u003cp\u003eIf automatic export is enabled, the transcript will also be exported back to Dropbox.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/34677529504407\" alt=\"Transcript automatically exported back to Dropbox\"\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/34677522683799\" alt=\"Completed transcript export synced to Dropbox\" width=\"1427\" height=\"635\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e When transcribing a file uploaded to Dropbox, an initial transcript is added to the Otter folder without speaker names. Once Otter finishes \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048322493\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eprocessing the file\u003c/a\u003e, the transcript is updated with any speakers Otter could identify, replacing the previous file.\u003c/div\u003e\n\u003ch2 id=\"import-from-dropbox\"\u003eImport files directly from Dropbox\u003c/h2\u003e\n\u003cp\u003eYou can manually import audio and video files from your Dropbox account into Otter for transcription, summaries, and action items. This allows you to import files stored outside the \u003cstrong\u003eApps / Otter\u003c/strong\u003e folder, which is used for automatic syncing.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Files imported from Dropbox count against your \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003emonthly transcription minutes\u003c/a\u003e.\u003c/div\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e85810b698a66de77b1da5ef1bfa66890\"\u003e\n\u003cp\u003eGo to the \u003ca href=\"https://otter.ai/home\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eOtter Home\u003c/strong\u003e\u003c/a\u003e page, click \u003cstrong\u003eImport\u003c/strong\u003e, and select \u003cstrong\u003eDropbox\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639452122647\" alt=\"Select Dropbox from the Import menu on the Otter Home page\" width=\"1578\" height=\"462\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e331965a4fc3f0b3994f836beb1d2b9b5\"\u003e\n\u003cp\u003eIn the Dropbox file picker, select the audio or video files you want to import, then click \u003cstrong\u003eChoose\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639423396759\" alt=\"Select audio or video files from Dropbox to import into Otter\" width=\"730\" height=\"694\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e26cc06e964d7e28b85bff655365e2f2d\"\u003e\n\u003cp\u003eOtter will begin processing the selected files. Once processing is complete, you can access the transcripts and generated meeting notes from \u003ca href=\"https://otter.ai/home\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eHome\u003c/strong\u003e\u003c/a\u003e or \u003ca href=\"https://otter.ai/my-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eMy Conversations\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639423397015\" alt=\"View imported Dropbox recordings and transcripts in Otter\" width=\"2217\" height=\"1340\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch2 id=\"export-to-dropbox\"\u003eExport Otter conversations to Dropbox\u003c/h2\u003e\n\u003cp\u003eManually export Otter conversation transcripts directly to your connected Dropbox account. You can choose your preferred file format and customize export settings to save and access your meeting transcripts in Dropbox.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Bulk exporting conversations to Dropbox is not currently supported. You can only manually export one conversation at a time from its conversation page.\u003c/div\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"eee91dded70052b27e1af1d5af2d366b5\"\u003eOpen the Otter conversation you want to export.\u003c/li\u003e\n\u003cli data-list-item-id=\"e410a56e0f79e19196b692e44e8fe62c7\"\u003e\n\u003cp\u003eClick the \u003cstrong\u003ethree-dot menu (⋯)\u003c/strong\u003e in the upper-right corner of the conversation and select \u003cstrong\u003eExport to Dropbox\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639423397143\" alt=\"Select Export to Dropbox from the Otter conversation menu\" width=\"1576\" height=\"888\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e6f2c26317859c44fbc07aa3bc1407ecc\"\u003e\n\u003cp\u003eSelect your preferred export file format and adjust any available settings, then click \u003cstrong\u003eExport\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639452123287\" alt=\"Choose transcript file format and export settings for Dropbox\" width=\"1261\" height=\"857\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e69007bd31f38635737205662d4cab837\"\u003e\n\u003cp\u003eOnce the export is complete, you can find the transcript in the \u003ca href=\"https://www.dropbox.com/home/Apps/Otter\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eApps / Otter\u003c/strong\u003e\u003c/a\u003e folder in your Dropbox account.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639452123543\" alt=\"Find exported Otter conversation transcripts in the Dropbox Apps Otter folder\" width=\"2058\" height=\"475\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003cdiv class=\"faq-section\"\u003e\n\u003ch2 id=\"dropbox-faqs\"\u003eFAQs\u003c/h2\u003e\n\u003ch2 class=\"accordion\" id=\"dropbox-export-file-formats\"\u003eWhat file formats can I export from Otter to Dropbox?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYou can export Otter conversation transcripts to Dropbox in the following file formats:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e256d2a8475f2ca20823c8abb5aff6309\"\u003e\n\u003cstrong\u003eTXT (.txt):\u003c/strong\u003e Plain text transcript.\u003c/li\u003e\n\u003cli data-list-item-id=\"ed2143b4d4c42f1dbc843f76967e95f71\"\u003e\n\u003cstrong\u003eDOCX (.docx):\u003c/strong\u003e Microsoft Word document.\u003c/li\u003e\n\u003cli data-list-item-id=\"ec9368d6e716d0dc22ee72c986aeec5c8\"\u003e\n\u003cstrong\u003ePDF (.pdf):\u003c/strong\u003e Formatted document for viewing and sharing.\u003c/li\u003e\n\u003cli data-list-item-id=\"e6dfe80241d46bc515ae6b8819350b2cd\"\u003e\n\u003cstrong\u003eSRT (.srt):\u003c/strong\u003e Subtitle file with timestamps for video captions.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eWhen exporting a conversation, you can select your preferred file format and customize available export options, including speaker names, timestamps, highlights, images, and paragraph formatting.\u003c/p\u003e\n\u003cp\u003eFor automatic exports, go to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → Dropbox\u003c/strong\u003e\u003c/a\u003e to configure your default export format and settings.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"dropbox-sync-troubleshooting\"\u003eWhy are my files not syncing from Dropbox to Otter?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eIf your files are not syncing from Dropbox to Otter, check the following:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ed2a73856742c3341d8e661a1e081e32a\"\u003e\n\u003cstrong\u003eSupported file format and size:\u003c/strong\u003e Confirm that your files meet the \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047733574\" target=\"_blank\" rel=\"noopener noreferrer\"\u003esupported import file requirements\u003c/a\u003e.\u003c/li\u003e\n\u003cli data-list-item-id=\"e6dc0ab6b6a197f9fb769e74c0aab0ca5\"\u003e\n\u003cstrong\u003eMonthly transcription minutes:\u003c/strong\u003e Make sure you have not exceeded your \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003emonthly transcription minutes\u003c/a\u003e.\u003c/li\u003e\n\u003cli data-list-item-id=\"e6d4a2f822e4116b8e9fcd51f64e44c11\"\u003e\n\u003cstrong\u003eDropbox connection:\u003c/strong\u003e If the issue continues, disconnect and reconnect Dropbox on both the Otter and Dropbox sides.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"h_01M64V6FB0D1WAJV67MN6Z6GJE\"\u003eDisconnect and reconnect Dropbox\u003c/h3\u003e\n\u003cp\u003eIf your files still do not sync, follow these steps to reset the connection.\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"eea70108c2d6d12baeea3dd7e501c542d\"\u003e\n\u003cp\u003e\u003cstrong\u003eSave and remove files from the Dropbox folder.\u003c/strong\u003e Save and remove all files from the \u003ca href=\"https://www.dropbox.com/home/Apps/Otter\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eApps / Otter\u003c/a\u003e folder before reconnecting.\u003c/p\u003e\n\u003cp\u003eThis helps prevent duplicate files from syncing and counting against your monthly transcription minutes.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e98f41be52f0b09e54b29608af9e2a849\"\u003e\n\u003cp\u003e\u003cstrong\u003eDisconnect Dropbox in Otter.\u003c/strong\u003e Go to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eIntegrations → Dropbox\u003c/a\u003e and click \u003cstrong\u003eDisconnect\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639423398167\" width=\"906\" height=\"421\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e522dd836ae9a75a3d6f552bae8df0909\"\u003e\n\u003cp\u003e\u003cstrong\u003eDisconnect Otter in Dropbox.\u003c/strong\u003e In Dropbox, go to \u003ca href=\"https://www.dropbox.com/account/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eSettings → Apps\u003c/a\u003e. Expand the Otter section and click \u003cstrong\u003eDisconnect\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/34677522725783\" alt=\"Disconnect Otter from Dropbox connected apps\" width=\"440\" height=\"288\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"efe389a5c3ddfd09088bf047490106baa\"\u003e\n\u003cp\u003eSelect \u003cstrong\u003eAlso remove Otter Voice Notes folder from my Dropbox\u003c/strong\u003e, then click \u003cstrong\u003eDisconnect\u003c/strong\u003e.\u003c/p\u003e\n\u003cdiv class=\"note warning\"\u003e\n\u003cstrong\u003eWarning:\u003c/strong\u003e Make sure you have saved any files you want to keep from the \u003ca href=\"https://www.dropbox.com/home/Apps/Otter\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eApps / Otter\u003c/a\u003e folder before removing the folder and disconnecting.\u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/34677522741527\" alt=\"Remove the Otter folder when disconnecting Dropbox\" width=\"463\" height=\"187\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eab61e136ee6a0d7b38245f9451d10818\"\u003e\n\u003cstrong\u003eReconnect Dropbox to Otter.\u003c/strong\u003e Follow the steps in \u003ca href=\"#connect-to-dropbox\"\u003eConnect your Dropbox account\u003c/a\u003e.\u003c/li\u003e\n\u003cli data-list-item-id=\"eba8fe01d830af89586f9c5f608f64932\"\u003e\n\u003cstrong\u003eTest the connection.\u003c/strong\u003e Upload one supported file to Dropbox and confirm that it successfully syncs to Otter.\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eIf the issue continues, contact our \u003ca href=\"https://help.otter.ai/hc/en-us/requests/new\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eOtter Support team\u003c/a\u003e for additional assistance. Dropbox's interface may change over time, so refer to \u003ca href=\"https://help.dropbox.com/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eDropbox Help\u003c/a\u003e for the most up-to-date instructions.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"dropbox-monthly-minutes\"\u003eDoes importing files from Dropbox count against my monthly transcription minutes?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYes. Files imported from Dropbox count against your \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003emonthly transcription minutes\u003c/a\u003e, whether they are \u003ca href=\"#sync-dropbox-files\"\u003eautomatically synced\u003c/a\u003e or \u003ca href=\"#import-from-dropbox\"\u003emanually imported\u003c/a\u003e.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"dropbox-supported-formats\"\u003eWhat file formats are supported for importing from Dropbox?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eOtter supports importing a variety of audio and video file formats from Dropbox. Refer to \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047733574\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eSupported file formats for importing to Otter\u003c/a\u003e for the complete list.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"dropbox-file-size-limit\"\u003eIs there a file size limit when importing from Dropbox?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYes. You can import files that are less than \u003cstrong\u003e5 GB\u003c/strong\u003e in size, provided you have not exceeded your monthly transcription limit.\u003c/p\u003e\n\u003cp\u003eIf you experience issues importing a large file, refer to \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360051342914-Fix-problems-importing-files-to-Otter\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eFix problems importing files to Otter\u003c/a\u003e.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"dropbox-processing-time\"\u003eHow long does Otter take to process and transcribe files synced from Dropbox?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eProcessing time varies depending on the file. Learn more about \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048322493\" target=\"_blank\" rel=\"noopener noreferrer\"\u003etranscription processing times\u003c/a\u003e.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"dropbox-bulk-export\"\u003eCan I bulk export conversations from Otter to Dropbox?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eNo. Manually bulk exporting conversations from Otter to Dropbox is not currently supported.\u003c/p\u003e\n\u003cp\u003eYou can manually export individual conversations from the conversation page using \u003cstrong\u003eExport to Dropbox\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/34677522743703\" alt=\"Export to Dropbox option on an individual conversation\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"disconnect-dropbox\"\u003eHow do I disconnect my Dropbox account from Otter?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYou can disconnect your Dropbox account from Otter at any time through your integration settings. Disconnecting stops automatic file syncing and transcript exports between Otter and Dropbox.\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e3e2cc9c604325b7ed3270133bda20f0a\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → My Integrations\u003c/strong\u003e\u003c/a\u003e and select \u003cstrong\u003eDropbox.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639452122263\" width=\"1576\" height=\"872\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eb18359b0049feac2ba785f0d427bac20\"\u003e\n\u003cp\u003eClick \u003cstrong\u003eDisconnect\u003c/strong\u003e in the upper-right corner of the Dropbox integration details.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639423398167\" width=\"906\" height=\"421\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e851f5183c6c0a3443b2efaf828417a4e\"\u003e\n\u003cp\u003eIn the confirmation window, click \u003cstrong\u003eYes, remove\u003c/strong\u003e to confirm the disconnection.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44639452124055\" width=\"659\" height=\"242\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003e\u003cstrong\u003eAlternatively, disconnect Otter directly from Dropbox.\u003c/strong\u003e Sign in to Dropbox and go to \u003ca href=\"https://www.dropbox.com/account/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSettings → Apps\u003c/strong\u003e\u003c/a\u003e. Find and expand \u003cstrong\u003eOtter\u003c/strong\u003e under connected apps, then click \u003cstrong\u003eDisconnect\u003c/strong\u003e to revoke Otter's access to your Dropbox account. Refer to \u003ca href=\"https://help.dropbox.com/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eDropbox Help\u003c/a\u003e for the most up-to-date instructions.\u003c/p\u003e\n\u003cp\u003eOnce disconnected, Dropbox will no longer automatically sync files to Otter or receive exported transcripts. You can \u003ca href=\"#connect-to-dropbox\"\u003ereconnect your Dropbox account\u003c/a\u003e at any time to resume syncing.\u003c/p\u003e\n\u003cp\u003e \u003c/p\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e","user_segment_ids":[],"snippet":"Home or My Conversations. \u003cem\u003eExport\u003c/em\u003e Otter conversations to Dropbox Manually \u003cem\u003eexport\u003c/em\u003e Otter conversation transcripts directly","result_type":"article"},{"id":38533740881175,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/38533740881175.json","html_url":"https://help.otter.ai/hc/en-us/articles/38533740881175-Export-to-Microsoft-SharePoint","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":1,"vote_count":1,"upvote_count":1,"downvote_count":0,"section_id":13352400186391,"created_at":"2026-02-20T19:17:53Z","updated_at":"2026-10-16T03:46:50Z","name":"Export to Microsoft SharePoint","title":"Export to Microsoft SharePoint","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-16T03:46:50Z","user_segment_id":null,"permission_group_id":3069674,"content_tag_ids":["01GWAVSYKF4EPH4182MXAV6G6G","01H6SJ3NRXF63Z90SNMZ4A6MF9"],"label_names":["sharepoint","export to sharepoint","sharepoint integration","microsoft otter","microsoft sharepoint","sharepoint file","otter sharepoint"],"body":"\u003cdiv data-toc-children=\"true\"\u003e\n\u003cp\u003eThe \u003cstrong\u003eOtter.ai SharePoint integration\u003c/strong\u003e automatically exports meeting transcripts, AI summaries, and metadata to \u003cstrong\u003eMicrosoft SharePoint\u003c/strong\u003e, keeping your conversation records organized within your Microsoft 365 environment. This ensures your meeting insights are stored for easy access, collaboration, and secure document management.\u003c/p\u003e\n\u003ch2 id=\"sharepoint-setup\" data-toc-section=\"true\"\u003eSharePoint Setup\u003c/h2\u003e\n\u003cp\u003eIf you do not see SharePoint as an option on the \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eIntegrations\u003c/a\u003e\u003cstrong\u003e \u003c/strong\u003epage, \u003cstrong\u003econtact your Otter account manager before proceeding to the steps below\u003c/strong\u003e. \u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288429867799\" width=\"1514\" height=\"872\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003eAdmin:\u003c/strong\u003e The Otter SharePoint integration must be set up by an admin.\u003c/div\u003e\n\u003cp\u003eProvide admin permissions, connect your SharePoint account, and choose how Otter exports your conversations.\u003c/p\u003e\n\u003ch2 class=\"accordion\" id=\"step-1-grant-sharepoint-permissions\"\u003e\n\u003cspan class=\"acc-title\"\u003eStep 1: Grant SharePoint Permissions for Otter (admin)\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eGrant organization-wide permissions so workspace members can connect their Microsoft SharePoint accounts\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eWe recommend that \u003cstrong\u003eMicrosoft Entra administrators\u003c/strong\u003e complete this step before workspace members connect their Microsoft SharePoint accounts. Granting permissions in advance helps prevent users from encountering an \u003cstrong\u003eAdmin approval required\u003c/strong\u003e message during the connection process, depending on your organization’s Microsoft Entra consent and application policies.\u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003eWorkspace members:\u003c/strong\u003e If your administrator has already granted these permissions, skip to \u003ca href=\"#step-2-set-up-otter-sharepoint\"\u003e\u003cstrong\u003eStep 2\u003c/strong\u003e\u003c/a\u003e.\u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288462390679\" width=\"591\" height=\"579\"\u003e\u003c/p\u003e\n\u003cp\u003eA \u003cstrong\u003eMicrosoft Entra Global Administrator\u003c/strong\u003e or \u003cstrong\u003eApplication Administrator\u003c/strong\u003e can grant the required permissions for the Otter Microsoft SharePoint integration for your organization.\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eLearn more:\u003c/strong\u003e \u003ca href=\"https://learn.microsoft.com/en-us/entra/identity-platform/v2-admin-consent\"\u003eMicrosoft Entra admin consent endpoint\u003c/a\u003e.\u003c/div\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"ed0f01549034fe42aa9531cb0dcb50eda\"\u003e\n\u003cp\u003eOpen the admin consent link below and sign in with a \u003cstrong\u003eMicrosoft Entra Global Administrator\u003c/strong\u003e or \u003cstrong\u003eApplication Administrator\u003c/strong\u003e account.\u003c/p\u003e\n\u003ca href=\"https://login.microsoftonline.com/organizations/v2.0/adminconsent?client_id=d49dfdbf-db1d-4daf-b6ef-f96863f215bc\u0026amp;redirect_uri=https%3A%2F%2Fotter.ai%2Foauth-callback\u0026amp;scope=https%3A%2F%2Fgraph.microsoft.com%2FSites.ReadWrite.All%20offline_access%20openid%20email\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"display: inline-block; max-width: 100%; box-sizing: border-box; padding: 12px 20px; font-size: 14px; line-height: 1.4; font-weight: 600; color: #1d4ed8; background-color: #f8fafc; border: 1px solid #c7d2fe; border-radius: 8px; text-decoration: none; cursor: pointer; transition: background-color 0.15s ease, border-color 0.15s ease; white-space: normal; word-break: break-word; text-align: center;\" onmouseover=\"this.style.backgroundColor='#eef2ff'; this.style.borderColor='#93c5fd'\" onmouseout=\"this.style.backgroundColor='#f8fafc'; this.style.borderColor='#c7d2fe'\"\u003e\n   🔐 Grant Microsoft admin permissions for SharePoint\n\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"edc4c15c7d314c4984aaf0443f40291d6\"\u003e\n\u003cp\u003eReview the requested permissions, then click \u003cstrong\u003eAccept\u003c/strong\u003e to grant organization-wide access for the Otter Microsoft SharePoint integration.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288429867927\" width=\"467\" height=\"835\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e31cc426211416c1311a1a4d7268c6aa8\"\u003e\n\u003cp\u003eAdmin permissions are granted.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288429868055\" width=\"951\" height=\"572\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e23a4e466c8f34d2e4e501175c6961ef0\"\u003e\n\u003cp\u003eAfter the permissions are granted, verify them in \u003cstrong\u003eMicrosoft Entra Admin Center → Enterprise Applications → Otter SharePoint → Permissions.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288429868183\" width=\"1384\" height=\"808\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"step-2-set-up-otter-sharepoint\"\u003e\n\u003cspan class=\"acc-title\"\u003eStep 2: Set up the Otter SharePoint Integration (Admin)\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eOnce you've completed Step 1, finish the setup on Otter's side\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eIf you do not see SharePoint as an option on the \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eIntegrations\u003c/a\u003e\u003cstrong\u003e \u003c/strong\u003epage, \u003cstrong\u003econtact your Otter account manager before proceeding to the steps below\u003c/strong\u003e. \u003c/div\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"ef0278fdf129ce97590f3acd4831ba35c\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations\u003c/strong\u003e\u003c/a\u003e and click \u003cstrong\u003eConnect\u003c/strong\u003e next to \u003cstrong\u003eSharePoint.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288429867799\" width=\"1514\" height=\"872\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e5dc435b0869d6eebd31e6b27e999a3c2\"\u003e\n\u003cp\u003eSign in with your Microsoft account.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288429868311\" width=\"1579\" height=\"871\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ebb5feedee5523e46d4669643fcfd9aa5\"\u003e\n\u003cp\u003eCopy your SharePoint site URL and paste it into Otter's side, and click \u003cstrong\u003eSave\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288462390807\" width=\"2167\" height=\"1009\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e2b8fe06f11aeba389e2747359405cba7\"\u003eSharePoint is now connected. Otter will automatically export your conversations to your connected SharePoint site.\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"manage-sharepoint-settings\"\u003e\n\u003cspan class=\"acc-title\"\u003eManage your SharePoint export settings (admin)\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eChoose your preferred file format and customize the conversation content included in each export\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eConfigure export file formats, select which meeting types to export, and manage SharePoint integration settings for your workspace.\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e27e3bef499859c280da431927249d3d4\"\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations\u003c/strong\u003e\u003c/a\u003e, then click \u003cstrong\u003eMicrosoft SharePoint\u003c/strong\u003e to view and manage your SharePoint export settings.\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288429868439\" width=\"1579\" height=\"865\"\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ef553d2f92f036f39428e60c0df6f51cc\"\u003e\n\u003cp\u003eConfigure your \u003cstrong\u003eMicrosoft SharePoint export settings\u003c/strong\u003e, including the file format, content to include, and meeting filters. Click \u003cstrong\u003eSave \u003c/strong\u003eto confirm changes. \u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ea578dec45f3956b9827f71cc49652647\"\u003e\n\u003cstrong\u003eFile format:\u003c/strong\u003e Select the format for your exported conversations\u003cul\u003e\n\u003cli data-list-item-id=\"e59e511fa39d1882c956a003e2f088990\"\u003eMicrosoft Word (.docx)\u003c/li\u003e\n\u003cli data-list-item-id=\"e19c0c400e930f9cf7e5e046dde5c0ba6\"\u003eText (.txt)\u003c/li\u003e\n\u003cli data-list-item-id=\"ed7dab5919c5bfc8a8918b8c1cbad97ba\"\u003eMarkdown (.md)\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e69d215531adc32c24d4b174d53e500f1\"\u003e\n\u003cstrong\u003eItems to export:\u003c/strong\u003e Choose which conversation content to include in each export\u003cul\u003e\n\u003cli data-list-item-id=\"e671904521b6a723cbeb783c329cf6dce\"\u003eMetadata\u003c/li\u003e\n\u003cli data-list-item-id=\"ea751e623cf7c65e6c8408dd2a7bd1642\"\u003eTranscript\u003c/li\u003e\n\u003cli data-list-item-id=\"ec81a27f50943430a119c9dce182d09b4\"\u003eSummary\u003c/li\u003e\n\u003cli data-list-item-id=\"e60ba47890a300606036c29fdc2f2d694\"\u003eInsights\u003c/li\u003e\n\u003cli data-list-item-id=\"ee7ca16d6b77acb2bebe59f63392fecb3\"\u003eAudio\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e6b0da71d1c7ecf356dd83f9c19a03d0e\"\u003e\n\u003cstrong\u003eMeeting filters:\u003c/strong\u003e Choose which meetings are automatically exported to SharePoint\u003cul\u003e\n\u003cli data-list-item-id=\"ebdb95ab9e13726cfa9126cfbb9a16006\"\u003e\n\u003cstrong\u003eAll meetings:\u003c/strong\u003e Export all conversations\u003c/li\u003e\n\u003cli data-list-item-id=\"ecec7d6e485b9aa83e61bfc499564e016\"\u003e\n\u003cstrong\u003eInternal only:\u003c/strong\u003e If all participants (everyone listed on the calendar invite) have emails associated with the workspace email domain, the conversation will be saved in the \u003cstrong\u003e“Internal Meetings”\u003c/strong\u003e folder. Within that folder, the recording will be placed in a subfolder named after the recording owner’s email.\u003c/li\u003e\n\u003cli data-list-item-id=\"e2a1ab2380cc3d536bd595be8f1f67094\"\u003e\n\u003cstrong\u003eExternal only:\u003c/strong\u003e If the call includes at least one participant (i.e., anyone listed as a guest on the calendar invite) whose email domain is outside the Otter workspace, it will be saved in the \u003cstrong\u003e“External Meetings”\u003c/strong\u003e folder. Within that folder, the recording will be placed in a subfolder named after the external domain (e.g., mysampleorg.com).\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288429868567\" width=\"1470\" height=\"1323\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003chr\u003e\n\u003ch2 id=\"manage-conversations\" data-toc-section=\"true\"\u003eManage conversations in SharePoint\u003c/h2\u003e\n\u003cp\u003eExport your Otter conversations to SharePoint, view exported files, and update them with your latest changes.\u003c/p\u003e\n\u003ch2 class=\"accordion\" id=\"conversation-exports\"\u003e\n\u003cspan class=\"acc-title\"\u003eConversation exports\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eConversations are exported to your connected SharePoint site\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eBy default, conversations are automatically exported to SharePoint based on your configured export settings.\u003c/p\u003e\n\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 878/670;\" src=\"https://help.otter.ai/hc/article_attachments/44288462390935\" width=\"878\" height=\"670\"\u003e\u003c/figure\u003e\u003cp\u003eIf a conversation hasn't been exported, you can manually export it by opening the conversation, clicking the \u003cstrong\u003ethree-dot menu\u003c/strong\u003e, and selecting \u003cstrong\u003eExport to SharePoint\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288429868695\" width=\"1578\" height=\"653\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"view-an-export\"\u003e\n\u003cspan class=\"acc-title\"\u003eView an exported conversation\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eView the exported conversation in SharePoint\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eTo view an exported conversation, click the \u003cstrong\u003ethree-dot menu\u003c/strong\u003e and select \u003cstrong\u003eView\u003c/strong\u003e. The exported file will open in SharePoint, reflecting your configured file format and export settings.\u003c/p\u003e\n\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2087/960;\" src=\"https://help.otter.ai/hc/article_attachments/44288429868951\" width=\"2087\" height=\"960\"\u003e\u003c/figure\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"update-a-conversations\"\u003e\n\u003cspan class=\"acc-title\"\u003eUpdate an exported conversation\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eReplace the exported file in SharePoint with the latest changes from Otter\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eIf you make changes to an Otter conversation, such as editing the transcript, updating speaker names, or revising the summary, you can update the existing exported file in SharePoint.\u003c/p\u003e\n\u003cp\u003eAfter making your changes, click the \u003cstrong\u003ethree-dot menu\u003c/strong\u003e and select \u003cstrong\u003eUpdate\u003c/strong\u003e. Otter will update the exported file in SharePoint with your latest changes, using your configured SharePoint export settings.\u003c/p\u003e\n\u003cp\u003eOnce the update is complete, click \u003cstrong\u003eView\u003c/strong\u003e to open the updated file in SharePoint.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Changes made in Otter are not automatically synced to SharePoint. You must click \u003cstrong\u003eUpdate\u003c/strong\u003e each time you want to export the latest version of your conversation.\u003c/div\u003e\n\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2087/960;\" src=\"https://help.otter.ai/hc/article_attachments/44288462391063\" width=\"2087\" height=\"960\"\u003e\u003c/figure\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"manage-exported-conversations\"\u003eManage exported conversations in SharePoint \u003cspan class=\"acc-sub\"\u003eFind and organize exported conversations in your workspace’s SharePoint folders\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eOtter automatically creates and organizes folders in your connected SharePoint site to store exported conversations. Each workspace member has a dedicated folder for their exported conversations, making it easy to locate, access, and manage meeting notes.\u003c/p\u003e\n\u003cp\u003eIf your organization requires a specific folder naming structure or organization, contact your \u003cstrong\u003eOtter account manager\u003c/strong\u003e for assistance.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288429869079\" width=\"4191\" height=\"1090\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Do not rename the folders automatically created by Otter. If you rename a folder, Otter will create a new folder for future conversation exports rather than continuing to use the renamed folder.\u003c/div\u003e\n\u003c/div\u003e\n\u003chr\u003e\n\u003ch2 id=\"faqs\" data-toc-section=\"true\"\u003eFAQs\u003c/h2\u003e\n\u003cdiv data-toc-skip-children=\"false\"\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"accordion\" id=\"h_01M518Y0AJXF4MWPQXCFV4MYZ2\"\u003eHow long does it take for a conversation to export to SharePoint?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eOtter automatically exports conversations to SharePoint once they have finished processing. Export times may vary depending on the length of the conversation and processing time.\u003c/p\u003e\n\u003cp\u003eIf your conversation hasn't appeared in SharePoint yet, verify that processing is complete and check your SharePoint export settings.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M518Y78Y0J2PTBSTVXN1K5WB\"\u003eCan I edit a conversation or update speaker names after exporting to SharePoint?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e You can continue editing your Otter conversation after it has been exported to SharePoint, including updating the transcript, changing speaker names, or editing the summary.\u003c/p\u003e\n\u003cp\u003eAfter making your changes, open the \u003cstrong\u003ethree-dot menu\u003c/strong\u003e and select \u003cstrong\u003eUpdate\u003c/strong\u003e to export the latest version of your conversation to SharePoint.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M518YEMGH773CXA7PCBC9781\"\u003eDo changes made in Otter automatically sync to SharePoint?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e Once a conversation has been exported, subsequent changes made in Otter are not automatically synced to SharePoint.\u003c/p\u003e\n\u003cp\u003eTo update the exported file, open the conversation in Otter, click the \u003cstrong\u003ethree-dot menu\u003c/strong\u003e, and select \u003cstrong\u003eUpdate\u003c/strong\u003e. This updates the existing file in SharePoint with your latest changes.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M518YQJR3Y4N85P7V76JYE67\"\u003eCan I customize the SharePoint folder name?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e Otter supports workspace-specific customizations to the SharePoint folder name.\u003c/p\u003e\n\u003cp\u003eIf your organization requires a specific folder naming convention or organization, contact your \u003cstrong\u003eOtter account manager\u003c/strong\u003e to discuss available customization options.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M518Z8CJPS57YC95MN1P7AD6\"\u003eWhich file formats are supported for SharePoint exports?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eOtter supports exporting conversations to Microsoft SharePoint in the following formats:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ed2f4d4cad69432d897432c9e0b008029\"\u003e\n\u003cstrong\u003eMicrosoft Word (.docx)\u003c/strong\u003e — Export conversations as Word documents.\u003c/li\u003e\n\u003cli data-list-item-id=\"e3ddcf9c3f5f8dd30b3e0583312bd9935\"\u003e\n\u003cstrong\u003eText (.txt)\u003c/strong\u003e — Export conversations as plain-text files.\u003c/li\u003e\n\u003cli data-list-item-id=\"e243ecafd3e6d62185b2402c12a4b10f5\"\u003e\n\u003cstrong\u003eMarkdown (.md)\u003c/strong\u003e — Export conversations in Markdown format.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eWorkspace admins can select the preferred file format under \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → Microsoft SharePoint\u003c/strong\u003e\u003c/a\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M518ZHY524ZB0Z9DJ9N3FCCP\"\u003eWhat conversation content can I include in SharePoint exports?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eWorkspace admins can customize which conversation content is included in exported files.\u003c/p\u003e\n\u003cp\u003eAvailable options include \u003cstrong\u003eMetadata, Transcript, Summary, Insights, and Audio\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eTo manage these settings, go to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → Microsoft SharePoint\u003c/strong\u003e\u003c/a\u003e and select the content you want to include in future exports.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M518ZTWHS4YXCGM8BZKVVEAD\"\u003eCan I choose which meetings are automatically exported to SharePoint?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e Workspace admins can configure meeting filters to control which conversations are automatically exported to SharePoint.\u003c/p\u003e\n\u003cp\u003eAvailable meeting filters include:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e030dcd30cacea0c4964a8eeff4dea57d\"\u003e\n\u003cstrong\u003eAll meetings:\u003c/strong\u003e Export all conversations.\u003c/li\u003e\n\u003cli data-list-item-id=\"e070c46d4e15e8a3a27cdbd88fa12736e\"\u003e\n\u003cstrong\u003eInternal only:\u003c/strong\u003e Export conversations from internal meetings.\u003c/li\u003e\n\u003cli data-list-item-id=\"e143da772f077375d667a56c3ca9dcdc3\"\u003e\n\u003cstrong\u003eExternal only:\u003c/strong\u003e Export conversations from external meetings.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eTo update these settings, go to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → Microsoft SharePoint\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M51903G695SJWV3S6M91NHC0\"\u003eCan I manually export a conversation to SharePoint?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e Although Otter automatically exports conversations based on your configured settings, you can manually export a conversation if it hasn't been exported yet.\u003c/p\u003e\n\u003cp\u003eOpen the conversation, click the \u003cstrong\u003ethree-dot menu\u003c/strong\u003e, and select \u003cstrong\u003eExport to SharePoint\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eThe conversation will be exported using your configured SharePoint file format and export settings.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M5190HKD0ECVXST8B9QJAC34\"\u003eWhy hasn't my conversation been exported to SharePoint?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eIf a conversation hasn't appeared in SharePoint, it may still be processing or may not match your configured meeting filters.\u003c/p\u003e\n\u003cp\u003eCheck the following:\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"ef5fab4903024a93f10faa0745f75e49a\"\u003e\n\u003cstrong\u003eConversation processing:\u003c/strong\u003e Verify that the conversation has finished processing in Otter.\u003c/li\u003e\n\u003cli data-list-item-id=\"e283fde99c56c9d8e9cd755b6fceb10fc\"\u003e\n\u003cstrong\u003eMeeting filters:\u003c/strong\u003e Confirm that the conversation matches your configured SharePoint meeting filters.\u003c/li\u003e\n\u003cli data-list-item-id=\"e4b6713dfda635d250b9139222db26085\"\u003e\n\u003cstrong\u003eSharePoint connection:\u003c/strong\u003e Verify that Microsoft SharePoint is connected under \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations\u003c/strong\u003e\u003c/a\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eIf the conversation is ready, you can manually export it by selecting \u003cstrong\u003eExport to SharePoint\u003c/strong\u003e from the conversation's three-dot menu.\u003c/p\u003e\n\u003cp\u003eIf the issue persists, contact \u003cstrong\u003eOtter Support\u003c/strong\u003e for further assistance.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M5190W7TQYZ2J9HZGWNKE2NJ\"\u003eCan I export conversations to SharePoint from the Otter mobile app?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e The Microsoft SharePoint integration's export controls are currently available through the \u003cstrong\u003edesktop and web versions of Otter\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eHowever, conversations recorded on mobile can still be automatically exported to SharePoint if they meet your workspace's configured export settings.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M5194HD6CAP75QTH223KCY6Z\"\u003eCan I connect multiple SharePoint sites to Otter?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e You can only connect one SharePoint site per workspace.\u003c/p\u003e\n\u003cp\u003eWorkspace admins can configure the connected SharePoint site by navigating to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → Microsoft SharePoint → Site URL\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M5194HD89RGWEH522D0CZQPA\"\u003eCan I change the connected SharePoint site after setting up the integration?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e Workspace admins can change the connected SharePoint site at any time.\u003c/p\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → Microsoft SharePoint\u003c/strong\u003e\u003c/a\u003e, update the \u003cstrong\u003eSite URL\u003c/strong\u003e to your new SharePoint site, and save your changes.\u003c/p\u003e\n\u003cp\u003eFuture conversation exports will use the newly configured SharePoint site.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M5194HDAJ5PQXCTPZSYF7SHB\"\u003eDoes updating an exported conversation overwrite the existing SharePoint file or create a new one?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eUpdating an exported conversation \u003cstrong\u003eoverwrites the existing file\u003c/strong\u003e in SharePoint rather than creating a new file.\u003c/p\u003e\n\u003cp\u003eIf you need to preserve an earlier version, we recommend saving a copy of the existing file before clicking \u003cstrong\u003eUpdate\u003c/strong\u003e in Otter.\u003c/p\u003e\n\u003cp\u003eYou may also be able to restore previous versions using \u003cstrong\u003eSharePoint Version History\u003c/strong\u003e, depending on your organization's SharePoint settings.\u003c/p\u003e\n\u003cp\u003e \u003c/p\u003e\n\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e\n\u003c/div\u003e","user_segment_ids":[],"snippet":"content included in each \u003cem\u003eexport\u003c/em\u003e Configure \u003cem\u003eexport\u003c/em\u003e file formats, select which meeting types to \u003cem\u003eexport\u003c/em\u003e, and manage SharePoint","result_type":"article"},{"id":42444446525207,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/42444446525207.json","html_url":"https://help.otter.ai/hc/en-us/articles/42444446525207-Export-to-Notion","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":13352400186391,"created_at":"2026-08-03T20:46:24Z","updated_at":"2026-10-15T21:07:04Z","name":"Export to Notion","title":"Export to Notion","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-15T21:07:04Z","user_segment_id":null,"permission_group_id":3069674,"content_tag_ids":[],"label_names":["export to notion","export otter conversations to notion","export transcript to notion","export summary to notion","notion feature","export conversations to notion","export conversations","notion integration","connect with notion","export meeting to notion","how to connect to notion","how to export to notion","how to integrate with notion"],"body":"\u003cp\u003e\u003cstrong\u003eExport Otter conversations to Notion\u003c/strong\u003e to save your meeting notes directly to your Notion workspace. Export conversations as \u003cstrong\u003eNotion pages\u003c/strong\u003e and choose what to include, such as the transcript, overview, action items, insights, outline, custom prompts, and metadata. This makes it easy to organize, collaborate on, and reference your meeting notes in Notion.\u003c/p\u003e\u003cdiv class=\"hc-video hc-video--background\" style=\"margin-bottom: 32px;\"\u003e\n    \u003ciframe class=\"js-vimeo-video\" src=\"https://player.vimeo.com/video/1219053224?autoplay=1\u0026amp;loop=1\u0026amp;muted=1\u0026amp;background=1\" frameborder=\"0\" allow=\"autoplay; fullscreen\"\u003e\n  \u003c/iframe\u003e\n  \u003c/div\u003e\u003chr\u003e\u003ch2 id=\"notion-setup\" data-toc-section=\"true\"\u003eNotion Setup\u003c/h2\u003e\u003cp\u003eConnect your Notion account and choose how Otter exports your conversations.\u003c/p\u003e\u003cdiv data-toc-children=\"true\"\u003e\n\u003ch2 class=\"accordion\" id=\"connect-to-notion\"\u003e\n\u003cspan class=\"acc-title\"\u003eConnect to Notion\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eInstructions to link your Notion account to Otter\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eConnect \u003cstrong\u003eNotion\u003c/strong\u003e to your Otter account to manually export conversations directly to your Notion workspace.\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e658f2da13db0da85e322dd7982f4c62f\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations\u003c/strong\u003e\u003c/a\u003e, then click \u003cstrong\u003eConnect\u003c/strong\u003e next to \u003cstrong\u003eNotion.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795273040151\" width=\"1574\" height=\"774\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e50be81a4cc18ff9bfeed91e59d0a6355\"\u003e\n\u003cp\u003eSign in to your \u003cstrong\u003eNotion\u003c/strong\u003e account, review the requested permissions, and click \u003cstrong\u003eAllow access\u003c/strong\u003e (or the current Notion authorization button) to authorize Otter.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795256709143\" width=\"701\" height=\"713\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eb21e153a63821e3253f57d88a086f15b\"\u003e\n\u003cp\u003eAfter the connection is complete, \u003cstrong\u003eNotion\u003c/strong\u003e appears as a connected integration in your Otter account.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795256710807\" width=\"1519\" height=\"683\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"manage-your-notion-export-settings\"\u003e\n\u003cspan class=\"acc-title\"\u003eManage your Notion export settings\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eChoose what conversation content to include in each Notion export\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e20dbc4296497d432e7f514f5f0039312\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations\u003c/strong\u003e\u003c/a\u003e, then select \u003cstrong\u003eNotion.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795256710807\" width=\"1519\" height=\"683\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e06fb8b98714e3257618ee894d20bb881\"\u003e\n\u003cp\u003e\u003cstrong\u003eChoose what to include\u003c/strong\u003e in each exported conversation:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e9a4644b2cc11fda5a791754fc48ee98c\"\u003eMetadata\u003c/li\u003e\n\u003cli data-list-item-id=\"ec189900a065658f90246f5d133c44670\"\u003eOverview\u003c/li\u003e\n\u003cli data-list-item-id=\"e2ed37c13c96ff6502b85f115464c0272\"\u003eAction Items\u003c/li\u003e\n\u003cli data-list-item-id=\"e1fb18c6ce936d059dbdc6e0179bb2aa0\"\u003eInsights\u003c/li\u003e\n\u003cli data-list-item-id=\"ebd87e99e326c065c36f1240c81d31ff9\"\u003eOutline\u003c/li\u003e\n\u003cli data-list-item-id=\"ed47d573dbfa25a831a2110022d3e4ebe\"\u003eTranscript\u003c/li\u003e\n\u003cli data-list-item-id=\"eaace218a0fbd124d24ce30618db7c1a0\"\u003eCustom Prompt\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795273041943\" width=\"899\" height=\"822\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eb94b1553c4e2127099bb8dea59eba0c5\"\u003e\n\u003cp\u003eClick \u003cstrong\u003eSave\u003c/strong\u003e to apply your changes. Future exports to Notion will use your selected content.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795273042071\" width=\"911\" height=\"832\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"automatic-export\"\u003e\n\u003cspan class=\"acc-title\"\u003eAutomatic export\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eEnable automatic exports to Notion and control which meetings are included\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eBy default, \u003cstrong\u003eNotion exports are manual\u003c/strong\u003e. If your workspace wants to \u003cstrong\u003eautomatically export conversations to Notion\u003c/strong\u003e, contact your \u003cstrong\u003eOtter account manager\u003c/strong\u003e to enable Automatic Exports.\u003c/p\u003e\n\u003cp\u003eOnce enabled, additional settings let you control how and which conversations are exported.\u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003eGetting started:\u003c/strong\u003e Enterprise admins can \u003cstrong\u003econtact your workspace’s Otter account manager\u003c/strong\u003e to enable Automatic Exports.\u003c/div\u003e\n\u003ch3 id=\"export-mode\"\u003e\u003cstrong\u003eExport mode\u003c/strong\u003e\u003c/h3\u003e\n\u003cp\u003eChoose how conversations are exported.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e9745a8278146def6e26bf27aaaaa3a3c\"\u003e\n\u003cstrong\u003eAutomatic\u003c/strong\u003e — Automatically export all future conversations, including ad-hoc recordings, imported conversations, Otter Notetaker recordings, supported meeting platform recordings (such as Zoom, Google Meet, and Microsoft Teams), and mobile recordings.\u003c/li\u003e\n\u003cli data-list-item-id=\"eb1549984c65048791b6140991af2b362\"\u003e\n\u003cstrong\u003eManual\u003c/strong\u003e — Export conversations individually whenever needed.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"meeting-filter\"\u003e\u003cstrong\u003eMeeting filter\u003c/strong\u003e\u003c/h3\u003e\n\u003cp\u003eChoose which conversations are automatically exported.\u003c/p\u003e\n\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e6f6ff44bcaa80a5ad02ba08c0d904d3d\"\u003e\u003cstrong\u003eAll meetings\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"edd82d885e1dcd891f38a96cae5df9538\"\u003e\u003cstrong\u003eInternal only\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eac1df73ff77ad467824e4d333ea1b673\"\u003e\u003cstrong\u003eExternal only\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795256717591\" width=\"1124\" height=\"947\"\u003e\u003c/p\u003e\n\u003cp\u003eOnly the initial version of a conversation is exported automatically. If you edit the transcript, summary, action items, or other conversation content, click \u003cstrong\u003eUpdate\u003c/strong\u003e to manually export the latest version to Notion.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Automatic exports don’t replace manual exports. You can manually export updated versions at any time.\u003c/div\u003e\n\u003c/div\u003e\n\u003chr\u003e\n\u003ch2 id=\"export-to-notion\" data-toc-section=\"true\"\u003eExport to Notion\u003c/h2\u003e\n\u003cp\u003eExport conversations to Notion, update exported files, and manage your exports.\u003c/p\u003e\n\u003cdiv data-toc-children=\"true\"\u003e\n\u003ch2 class=\"accordion\" id=\"export-conversation-to-notion\"\u003e\n\u003cspan class=\"acc-title\"\u003eExport a conversation to Notion\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eExport an Otter conversation as a page in your connected Notion workspace\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003col\u003e\n\u003cli data-list-item-id=\"efaedef750eb961b59d1c59ce142700a1\"\u003e\n\u003cp\u003eOpen the conversation you want to export. Click the \u003cstrong\u003ethree-dot menu\u003c/strong\u003e, then select \u003cstrong\u003eExport to Notion.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44042722887703\" width=\"1586\" height=\"771\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e4030d3547115b976a414dd0afbf49a37\"\u003e\n\u003cp\u003eOtter exports the conversation to your connected \u003cstrong\u003eNotion\u003c/strong\u003e workspace. When the export is complete, click \u003cstrong\u003eView.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44042722889495\" width=\"908\" height=\"579\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e01bd3c47ded40d8c7465bfccae2b0618\"\u003e\n\u003cp\u003eThe conversation opens as a \u003cstrong\u003eNotion page\u003c/strong\u003e, where you can organize, edit, share, or move it within your workspace.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795256714391\" width=\"1962\" height=\"1009\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"update-and-export-to-notion\"\u003e\n\u003cspan class=\"acc-title\"\u003eUpdate your conversation and export to Notion\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eExport the latest edits to your conversation and update the existing page in Notion\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eAfter editing your Otter conversation, such as updating speaker names, editing the transcript, or revising the summary, you can export the latest version to Notion.\u003c/p\u003e\n\u003cp\u003eWhen you’re finished making changes, click \u003cstrong\u003eUpdate\u003c/strong\u003e. Otter updates the existing exported page in Notion with the latest version of your conversation using your current export settings.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44042753065495\" width=\"2138\" height=\"741\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Updating the exported page doesn’t automatically sync future changes. Each time you make additional edits in Otter, click \u003cstrong\u003eUpdate\u003c/strong\u003e again to export the latest version.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"manage-your-exported-conversations\"\u003e\n\u003cspan class=\"acc-title\"\u003eManage your exported conversations in Notion\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eLearn where exported conversations are stored and how to organize or move them within your Notion workspace\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eThe first time you export a conversation, Otter creates an \u003cstrong\u003eOtter.ai Conversations\u003c/strong\u003e database in your connected Notion workspace. Future exports are added to this database.\u003c/p\u003e\n\u003cp\u003eYou can move, rename, or organize the Otter database just like any other Notion content.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795256717207\" width=\"2320\" height=\"842\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e If you move the database to the Notion Trash folder, Otter will continue to export conversations there until you permanently delete the database. Once deleted, Otter recreates it the next time you export a conversation.\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003chr\u003e\n\u003ch2 id=\"faqs\" data-toc-section=\"true\"\u003eFAQs\u003c/h2\u003e\n\u003cdiv data-toc-children=\"true\"\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"accordion\" id=\"h_01M08X28TXX6PGDFS81RA0M1P5\"\u003eCan I export past conversations to Notion?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e You can manually export any Otter conversation to Notion, including conversations created before connecting the Notion integration.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08X28TX5WY65RG9J1WVHT2A\"\u003eCan I export conversations that were shared with me?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e You can export shared conversations if you have \u003cstrong\u003eViewer\u003c/strong\u003e or \u003cstrong\u003eCollaborator\u003c/strong\u003e access.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44042753066775\" width=\"1502\" height=\"701\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08X28TYG83F7FEN20K2ZC72\"\u003eWhy is the Export to Notion option missing or unavailable?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eMake sure you are connected to Notion on the \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations\u003c/strong\u003e\u003c/a\u003e page for the option to show up in the conversation page’s three-dot menu.\u003c/p\u003e\n\u003cp\u003eIf the \u003cstrong\u003eExport to Notion\u003c/strong\u003e option is missing or unavailable, your workspace admin may have disabled exports or removed the option to connect to Notion for your workspace. \u003cstrong\u003eContact your workspace admin for assistance\u003c/strong\u003e.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e0e00f1473b6f59e9dd992652fafa06d1\"\u003eLearn more about \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13352505516695-Enterprise-Admin-Controls-Overview#manage-integrations-display\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003ehiding integrations\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e6d946ce3a8f1d29eca9cb8ed724f702a\"\u003eLearn more about \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13352505516695-Enterprise-Admin-Controls-Overview#disable-export-functionality\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003edisabled exports\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 411/786; width: 39.47%;\" src=\"https://help.otter.ai/hc/article_attachments/44042753067543\" width=\"411\" height=\"786\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08X28V0M7QHEWSES6F5H4MB\"\u003eHow do I restore a previous version of an exported conversation?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eClicking \u003cstrong\u003eUpdate\u003c/strong\u003e replaces the existing exported page in Notion with the latest version of your Otter conversation.\u003c/p\u003e\n\u003cp\u003eIf you need to recover an earlier version, use \u003cstrong\u003eNotion Page History\u003c/strong\u003e (available on supported Notion plans). Restoring a previous version only changes the exported Notion page. It doesn’t restore or update the original Otter conversation.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795256722071\" width=\"1307\" height=\"865\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08X28V1833TT968JH2Q16S5\"\u003eCan I rename or move the Otter Notion database?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e You can rename or move the Otter database anywhere within your Notion workspace. Future exports continue to use the configured export location.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08X28V1CF0ZHJ33XBXBKP7X\"\u003eCan I export images to Notion?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e Images aren’t currently included in Notion exports.\u003c/p\u003e\n\u003cp\u003eTo export conversations with images, use the standard \u003cstrong\u003eExport\u003c/strong\u003e feature and choose \u003cstrong\u003eDOCX\u003c/strong\u003e or \u003cstrong\u003ePDF\u003c/strong\u003e to manually upload to Notion.\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eRelated article:\u003c/strong\u003e Export an Otter conversation.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08X28V1S5AJA38V76WX2P38\"\u003eCan I bulk export conversations to Notion?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e Bulk exports aren’t supported.\u003c/p\u003e\n\u003cp\u003eOpen the conversation, click the \u003cstrong\u003ethree-dot menu\u003c/strong\u003e, then select \u003cstrong\u003eExport to Notion\u003c/strong\u003e.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08X28V2W24825ZAT6BNB4Z7\"\u003eWhat happens if I delete the Otter database location in Notion?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eIf you permanently delete the default Otter export location, Otter automatically recreates it the next time you export a conversation.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e If the export location is in the \u003cstrong\u003eTrash\u003c/strong\u003e, Otter continues exporting conversations there until it is permanently deleted.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08X28V2GGC9N3EJ8QWF4RCW\"\u003eWhy isn’t my conversation ready to export?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYour conversation must finish processing before it can be exported.\u003c/p\u003e\n\u003cp\u003eIf you see \u003cstrong\u003eSpeech is not yet ready for export\u003c/strong\u003e, wait until processing completes and try again. If the issue continues, contact \u003cstrong\u003eOtter Support\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44042722894103\" width=\"1071\" height=\"416\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08X28V3WF6Y7VT9HRKGT8R6\"\u003eWhy did my Notion export fail?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eAn export may fail if you tried to update a conversation and the Otter database was moved to the Trash folder or deleted. While exporting may still work if the database is in the Trash folder, updating a conversation will not work once it’s there.\u003c/p\u003e\n\u003cp\u003eMake sure the database is not in the Trash folder.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44042753069207\" width=\"1071\" height=\"416\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08X28V3R478PBP0DKFDSPYS\"\u003eDo Otter edits automatically update my Notion export?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e Changes you make in Otter aren’t automatically synced to Notion.\u003c/p\u003e\n\u003cp\u003eAfter editing a transcript, summary, or other conversation content, click \u003cstrong\u003eUpdate\u003c/strong\u003e to export the latest version.\u003c/p\u003e\n\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 908/579;\" src=\"https://help.otter.ai/hc/article_attachments/44042722889495\" width=\"908\" height=\"579\"\u003e\u003c/figure\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08X28V4V91D91QWJM92WHXG\"\u003eCan I export conversations to Notion from the Otter mobile app?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e The \u003cstrong\u003eNotion integration\u003c/strong\u003e is currently available only on the \u003cstrong\u003eweb\u003c/strong\u003e and \u003cstrong\u003edesktop\u003c/strong\u003e versions of Otter.\u003c/p\u003e\n\u003cp\u003eOn the \u003cstrong\u003emobile app\u003c/strong\u003e, you can still export a conversation locally and, if your device supports it, choose \u003cstrong\u003eNotion\u003c/strong\u003e as the destination using your device’s share menu.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Exporting through your device’s share menu isn’t the same as the Notion integration. Files shared from the mobile app aren’t managed through the Notion integration and won’t use your configured Notion settings or database.\u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44042722895767\" width=\"2576\" height=\"1620\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08X28V56TXVCR01MYMDJNYX\"\u003eAre there workspace admin controls for Notion exports?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e There are no dedicated admin controls for the Notion integration. Each workspace member manages their own Notion connection and export settings.\u003c/p\u003e\n\u003cp\u003eWorkspace admins can disable \u003cstrong\u003econversation exports\u003c/strong\u003e for the workspace. When exports are disabled, members won’t be able to export conversations to Notion.\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eRelated article:\u003c/strong\u003e Learn more about \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13352505516695\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eEnterprise admin controls\u003c/a\u003e.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08X28V6Z34P5CPEJD0BRTBK\"\u003eWhy isn’t a new Notion database being created after I deleted it?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eIf you deleted the default Otter export database, check whether it’s still in your \u003cstrong\u003eNotion Trash\u003c/strong\u003e. Otter continues exporting conversations to the original database until it has been \u003cstrong\u003epermanently deleted\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eOnce the database is permanently deleted, Otter automatically creates a new export database the next time you export a conversation.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795256723479\" width=\"2159\" height=\"638\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Deleting a database in Notion only moves it to the \u003cstrong\u003eTrash\u003c/strong\u003e. You must permanently delete it from the Trash before Otter creates a new export database.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M0911CSJJZA0Z9TCSB9T2QT7\"\u003eCan I connect Notion for the whole workspace?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e Each workspace member must connect their own Notion at the account level. Workspace admins can’t connect the integration on behalf of all members or for the whole workspace.\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eRelated article:\u003c/strong\u003e Learn more about the available \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13352505516695\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eEnterprise admin controls\u003c/a\u003e for your workspace.\u003c/div\u003e\n\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e\n\u003c/div\u003e","user_segment_ids":[],"snippet":"manually \u003cem\u003eexport\u003c/em\u003e updated versions at any time. \u003cem\u003eExport\u003c/em\u003e to Notion \u003cem\u003eExport\u003c/em\u003e conversations to Notion, update \u003cem\u003eexported\u003c/em\u003e files","result_type":"article"},{"id":42474585463959,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/42474585463959.json","html_url":"https://help.otter.ai/hc/en-us/articles/42474585463959-Export-to-Microsoft-OneDrive","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":13352400186391,"created_at":"2026-08-04T21:04:41Z","updated_at":"2026-10-16T03:53:57Z","name":"Export to Microsoft OneDrive","title":"Export to Microsoft OneDrive","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-16T03:53:57Z","user_segment_id":null,"permission_group_id":3069674,"content_tag_ids":[],"label_names":["export summary","export outline","export to onedrive","export conversations to onedrive","can I export to onedrive","export transcript to onedrive","microsoft onedrive","sync with onedrive","connect with onedrive","microsoft onedrive integration","otter onedrive","automatic export"],"body":"\u003cp\u003e\u003cstrong\u003eExport Otter conversations to Microsoft OneDrive\u003c/strong\u003e to save your conversations to your OneDrive account. Export your conversation as a \u003cstrong\u003eMicrosoft Word (.docx)\u003c/strong\u003e or \u003cstrong\u003etext (.txt)\u003c/strong\u003e file, and choose what to include, such as the transcript, overview, action items, insights, outline, custom prompts, metadata, and audio. This makes it easy to organize, access, and share your meeting notes in OneDrive.\u003c/p\u003e\u003cdiv class=\"hc-video hc-video--background\" style=\"margin-bottom: 32px;\"\u003e\n    \u003ciframe class=\"js-vimeo-video\" src=\"https://player.vimeo.com/video/1233495908?autoplay=1\u0026amp;loop=1\u0026amp;muted=1\u0026amp;background=1\" frameborder=\"0\" allow=\"autoplay; fullscreen\"\u003e\n  \u003c/iframe\u003e\n  \u003c/div\u003e\u003ch2 id=\"onedrive-setup\" data-toc-section=\"true\"\u003eOneDrive Setup\u003c/h2\u003e\u003cp\u003eProvide admin permissions, connect your OneDrive account, and choose how Otter exports your conversations.\u003c/p\u003e\u003cdiv data-toc-children=\"true\"\u003e\n\u003ch2 class=\"accordion\" id=\"step-1-grant-admin-permissions\"\u003e\n\u003cspan class=\"acc-title\"\u003eStep 1: Grant OneDrive Permissions for Otter (admin)\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eGrant organization-wide permissions so workspace members can connect their Microsoft OneDrive accounts\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eWe recommend that \u003cstrong\u003eMicrosoft Entra administrators\u003c/strong\u003e complete this step before workspace members connect their Microsoft OneDrive accounts. Granting permissions in advance helps prevent users from encountering an \u003cstrong\u003eAdmin approval required\u003c/strong\u003e message during the connection process, depending on your organization’s Microsoft Entra consent and application policies.\u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003eWorkspace members:\u003c/strong\u003e If your administrator has already granted these permissions, skip to \u003ca href=\"#step-2-connect-to-microsoft-one-drive\"\u003e\u003cstrong\u003eStep 2\u003c/strong\u003e\u003c/a\u003e.\u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795936369047\" width=\"633\" height=\"604\"\u003e\u003c/p\u003e\n\u003cp\u003eA \u003cstrong\u003eMicrosoft Entra Global Administrator\u003c/strong\u003e or \u003cstrong\u003eApplication Administrator\u003c/strong\u003e can grant the required permissions for the Otter Microsoft OneDrive integration for your organization.\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eLearn more:\u003c/strong\u003e \u003ca href=\"https://learn.microsoft.com/en-us/entra/identity-platform/v2-admin-consent\"\u003eMicrosoft Entra admin consent endpoint\u003c/a\u003e.\u003c/div\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"ea1037c37cb48b77a833ef72a81b83f01\"\u003e\n\u003cp\u003eOpen the admin consent link below and sign in with a \u003cstrong\u003eMicrosoft Entra Global Administrator\u003c/strong\u003e or \u003cstrong\u003eApplication Administrator\u003c/strong\u003e account.\u003c/p\u003e\n\u003ca href=\"https://login.microsoftonline.com/organizations/v2.0/adminconsent?client_id=90cf7594-1e63-4c46-9d50-a49f1adf7874\u0026amp;redirect_uri=https%3A%2F%2Fotter.ai%2Foauth-callback\u0026amp;scope=Files.ReadWrite%20offline_access%20openid%20email\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"display: inline-block; max-width: 100%; box-sizing: border-box; padding: 12px 20px; font-size: 14px; line-height: 1.4; font-weight: 600; color: #1d4ed8; background-color: #f8fafc; border: 1px solid #c7d2fe; border-radius: 8px; text-decoration: none; cursor: pointer; transition: background-color 0.15s ease, border-color 0.15s ease; white-space: normal; word-break: break-word; text-align: center;\" onmouseover=\"this.style.backgroundColor='#eef2ff'; this.style.borderColor='#93c5fd'\" onmouseout=\"this.style.backgroundColor='#f8fafc'; this.style.borderColor='#c7d2fe'\"\u003e\n   🔐 Grant Microsoft admin permissions for OneDrive\n\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e8cf898519abb31f2bea1ede405556487\"\u003e\n\u003cp\u003eReview the requested permissions, then click \u003cstrong\u003eAccept\u003c/strong\u003e to grant organization-wide access for the Otter Microsoft OneDrive integration.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795936369431\" width=\"501\" height=\"790\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e9637919704cd02976b47ab67a185a57a\"\u003e\n\u003cp\u003eAdmin permissions are granted.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42796527775639\" width=\"951\" height=\"572\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eb4e61a0227316ff68303eecc25e48d67\"\u003e\n\u003cp\u003eAfter the permissions are granted, verify them in \u003cstrong\u003eMicrosoft Entra Admin Center → Enterprise Applications → Otter OneDrive → Permissions.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795952633879\" width=\"1586\" height=\"836\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch3 id=\"h_01M08YSG22VR8CPSNDRDWPNE5S\"\u003e\u003cstrong\u003eControl access to the integration\u003c/strong\u003e\u003c/h3\u003e\n\u003cp\u003eAfter granting permissions, you can control which users can connect the integration by enabling \u003cstrong\u003eAssignment required\u003c/strong\u003e for the Otter OneDrive enterprise application.\u003c/p\u003e\n\u003cp\u003eNavigate to \u003cstrong\u003eMicrosoft Entra Admin Center → Enterprise applications → Otter OneDrive → Properties → toggle on Assignment required\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eWhen \u003cstrong\u003eAssignment required\u003c/strong\u003e is enabled, only users or groups explicitly assigned to the application can connect their Microsoft OneDrive accounts.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795952634647\" width=\"1112\" height=\"797\"\u003e\u003c/p\u003e\n\u003ch3 id=\"missing-oauth\"\u003eMissing OAuth code page after granting permissions\u003c/h3\u003e\n\u003cp\u003eAfter clicking \u003cstrong\u003eAccept\u003c/strong\u003e on the admin consent page, you may be redirected to a page displaying an OAuth or authorization error.\u003c/p\u003e\n\u003cp\u003eThis is a known UI issue and \u003cstrong\u003edoes not indicate that the admin consent failed\u003c/strong\u003e. If the required permissions appear under \u003cstrong\u003eMicrosoft Entra Admin Center → Enterprise applications → Otter OneDrive → Permissions\u003c/strong\u003e, the integration has been successfully authorized.\u003c/p\u003e\n\u003cp\u003eNo additional action is required.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795952635543\" width=\"1464\" height=\"815\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"step-2-connect-to-microsoft-one-drive\"\u003e\n\u003cspan class=\"acc-title\"\u003eStep 2: Connect to Microsoft OneDrive (all members)\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eInstructions to link your Microsoft OneDrive account\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eConnect \u003cstrong\u003eMicrosoft OneDrive\u003c/strong\u003e to your Otter account to manually export conversations as \u003cstrong\u003eMicrosoft Word (.docx)\u003c/strong\u003e or \u003cstrong\u003etext (.txt)\u003c/strong\u003e files directly to your OneDrive account.\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e725f459582093cbb76b4780da88a6d09\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations\u003c/strong\u003e\u003c/a\u003e, then click \u003cstrong\u003eConnect\u003c/strong\u003e next to \u003cstrong\u003eMicrosoft OneDrive.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795952637079\" width=\"1583\" height=\"871\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ee0cb0471a2804f552dc6e38645248c85\"\u003e\n\u003cp\u003eSign in to your \u003cstrong\u003eMicrosoft\u003c/strong\u003e account, review the requested permissions, and click \u003cstrong\u003eAccept\u003c/strong\u003e to authorize Otter to access your OneDrive.\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795936373399\" width=\"1659\" height=\"974\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e If you experience an issue connecting due to permissions, please have your admin follow the steps above to ensure permissions are provided.\u003c/div\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e4a5d5fa2b67acdbd721ffd8f504a0e8a\"\u003e\n\u003cp\u003eAfter the connection is complete, \u003cstrong\u003eMicrosoft OneDrive\u003c/strong\u003e appears as a connected integration in your Otter account.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795952638871\" width=\"1577\" height=\"691\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"manage-your-export-settings\"\u003e\n\u003cspan class=\"acc-title\"\u003eManage your Microsoft OneDrive export settings\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eChoose your preferred file format and customize the conversation content included in each export\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ee2fabb4b3c83db274c9575cca1551d31\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations\u003c/strong\u003e\u003c/a\u003e, then select \u003cstrong\u003eMicrosoft OneDrive.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795952638871\" width=\"1577\" height=\"691\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e3964fc6ba61e2c8095d1bdc2847be803\"\u003eChoose how Otter exports your conversations.\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ef8deda8bbd108c78946d27b49c5dab36\"\u003e\n\u003cstrong\u003eSelect a file format\u003c/strong\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e878bd7ca2b4b2a92ad158bd7dd41b9a2\"\u003eMicrosoft Word (.docx)\u003c/li\u003e\n\u003cli data-list-item-id=\"eedd69ce7e80e0c0b04bb66aac2c3a6f1\"\u003eText (.txt)\u003c/li\u003e\n\u003cli data-list-item-id=\"e8d6870e296ad7d457922eab44aa3c54e\"\u003eMd (.md)\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e68cc45210061d9e504c463fbbebcaa4c\"\u003e\n\u003cp\u003e\u003cstrong\u003eChoose what to include\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ecdf6856e9f99bf1108840a70522b6f58\"\u003eMetadata\u003c/li\u003e\n\u003cli data-list-item-id=\"e33442c5f1889560a00c98c43616440fa\"\u003eOverview\u003c/li\u003e\n\u003cli data-list-item-id=\"e414e6624b3dbba9fec6d1483180edcd3\"\u003eAction Items\u003c/li\u003e\n\u003cli data-list-item-id=\"e76b914c646cef5081cac8cc4dcd154ed\"\u003eInsights\u003c/li\u003e\n\u003cli data-list-item-id=\"e9dbd5feac63397c1364f1923f225fa97\"\u003eOutline\u003c/li\u003e\n\u003cli data-list-item-id=\"eadee21fbf1727bae26e0555a1a96e2f8\"\u003eTranscript\u003c/li\u003e\n\u003cli data-list-item-id=\"e30f554cf0b0caa687c8a15f167e80501\"\u003eCustom Prompt\u003c/li\u003e\n\u003cli data-list-item-id=\"ee26db59e17d597a4ec8a38546395d6a4\"\u003eAudio\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44288997643287\" width=\"1199\" height=\"946\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eadf323eadf060057887064a5af24b57c\"\u003e\n\u003cp\u003eClick \u003cstrong\u003eSave\u003c/strong\u003e. Future exports to OneDrive use your selected file format and export settings.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44289034875159\" width=\"906\" height=\"827\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"automatic-export\"\u003e\n\u003cspan class=\"acc-title\"\u003eAutomatic export\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eEnable automatic exports to Microsoft OneDrive and choose which meetings are included\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eBy default, \u003cstrong\u003eMicrosoft OneDrive exports are manual\u003c/strong\u003e. If your workspace wants to \u003cstrong\u003eautomatically export conversations to Microsoft OneDrive\u003c/strong\u003e, contact your \u003cstrong\u003eOtter account manager\u003c/strong\u003e to enable Automatic Exports.\u003c/p\u003e\n\u003cp\u003eOnce enabled, you’ll have additional settings to control how and which conversations are exported.\u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003eGetting started:\u003c/strong\u003e Enterprise admins can \u003cstrong\u003econtact your workspace’s Otter account manager\u003c/strong\u003e to enable Automatic Exports.\u003c/div\u003e\n\u003ch3 id=\"export-mode\"\u003e\u003cstrong\u003eExport mode\u003c/strong\u003e\u003c/h3\u003e\n\u003cp\u003eChoose how conversations are exported.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e4104fa2a3d8b10b0214ccd24389d8bbb\"\u003e\n\u003cstrong\u003eAutomatic\u003c/strong\u003e — Automatically export all future conversations, including ad-hoc recordings, imported conversations, Otter Notetaker recordings, supported meeting platform recordings (Zoom, Google Meet, Microsoft Teams), and mobile recordings.\u003c/li\u003e\n\u003cli data-list-item-id=\"e6dcc2a25455b43d6b48ceac7b2555a6c\"\u003e\n\u003cstrong\u003eManual\u003c/strong\u003e — Export conversations individually whenever needed.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"meeting-filter\"\u003e\u003cstrong\u003eMeeting filter\u003c/strong\u003e\u003c/h3\u003e\n\u003cp\u003eChoose which conversations are automatically exported.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e59f8e93f7ccb5e7a9f0fb46ff52b2aac\"\u003eAll meetings\u003c/li\u003e\n\u003cli data-list-item-id=\"efdb13c09c7fcafefb667a9dfd09e6691\"\u003eInternal only\u003c/li\u003e\n\u003cli data-list-item-id=\"e6fe081b75bfaaf4f98832c24d0c81dd2\"\u003eExternal only\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44289034875415\" width=\"1168\" height=\"911\"\u003e\u003c/p\u003e\n\u003cp\u003eOnly the initial version of a conversation is exported automatically. If you edit the transcript, summary, action items, or other conversation content, click \u003cstrong\u003eUpdate\u003c/strong\u003e to manually export the latest version.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Automatic exports don’t replace manual exports. You can continue exporting updated conversations manually at any time.\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e\u003chr\u003e\u003ch2 id=\"export-to-onedrive\" data-toc-section=\"true\"\u003eExport to OneDrive\u003c/h2\u003e\u003cp\u003eExport conversations to OneDrive, update exported files, and manage your exports.\u003c/p\u003e\u003cdiv data-toc-children=\"true\"\u003e\n\u003ch2 class=\"accordion\" id=\"export-conversation-to-onedrive\"\u003e\n\u003cspan class=\"acc-title\"\u003eExport a conversation to Microsoft OneDrive\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eExport an Otter conversation to Microsoft OneDrive\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003col\u003e\n\u003cli data-list-item-id=\"eb7445aeb57155aaf895877cb68eee506\"\u003e\n\u003cp\u003eOpen the conversation you want to export. Click the \u003cstrong\u003ethree-dot menu\u003c/strong\u003e, then select \u003cstrong\u003eExport to Microsoft OneDrive.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44044501971479\" width=\"1586\" height=\"893\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eb470d3ce281b1f896af74cfbd797dfba\"\u003e\n\u003cp\u003eOtter exports the conversation to your connected \u003cstrong\u003eMicrosoft OneDrive\u003c/strong\u003e account. When the export is complete, click \u003cstrong\u003eView.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44044501974679\" width=\"996\" height=\"561\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e1ae9a7d0960b80270c536f90422a5d4b\"\u003e\n\u003cp\u003eThe exported conversation opens in \u003cstrong\u003eMicrosoft OneDrive\u003c/strong\u003e, where you can organize, edit, share, or move the file.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795936377239\" width=\"1906\" height=\"1009\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"manage-exported-conversations\"\u003e\n\u003cspan class=\"acc-title\"\u003eManage your exported conversations in Microsoft OneDrive\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eLearn where exported conversations are stored and how to organize or move them in Microsoft OneDrive\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eThe first time you export a conversation, Otter automatically creates a folder named \u003cstrong\u003eOtter.ai Conversations\u003c/strong\u003e in your connected \u003cstrong\u003eMicrosoft OneDrive\u003c/strong\u003e account. Future conversation exports are saved to this folder by default.\u003c/p\u003e\n\u003cp\u003eYou can rename, move, or organize the folder just like any other folder in OneDrive.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44046525249431\" width=\"2665\" height=\"1006\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e If you permanently delete the default Otter export folder, Otter automatically recreates it the next time you export a conversation.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"update-and-export-conversation-to-onedrive\"\u003e\n\u003cspan class=\"acc-title\"\u003eUpdate your conversation and export to Microsoft OneDrive\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eExport the latest edits to your conversation and replace the existing file in Microsoft OneDrive\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eAfter editing your Otter conversation, such as updating speaker names, editing the transcript, or revising the summary, you can export the latest version to Microsoft OneDrive.\u003c/p\u003e\n\u003cp\u003eWhen you’re finished making changes, click \u003cstrong\u003eUpdate\u003c/strong\u003e. Otter replaces the existing exported file in OneDrive with the latest version of your conversation using your current export settings.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44044501975831\" width=\"2153\" height=\"741\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Updating the exported file doesn’t automatically sync future changes. Each time you make additional edits in Otter, click \u003cstrong\u003eUpdate\u003c/strong\u003e again to export the latest version.\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e\u003chr\u003e\u003ch2 id=\"faqs\" data-toc-section=\"true\"\u003eFAQs\u003c/h2\u003e\u003cdiv data-toc-children=\"true\"\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"accordion\" id=\"h_01M08YSG3023VGB2F6D8CRFAQF\"\u003eWhy do I see an “Admin approval required” message when connecting Microsoft OneDrive?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eIf you see an \u003cstrong\u003eAdmin approval required\u003c/strong\u003e message, your organization requires an administrator to approve the Otter Microsoft OneDrive integration before workspace members can connect their accounts.\u003c/p\u003e\n\u003cp\u003eContact your \u003cstrong\u003eMicrosoft Entra administrator\u003c/strong\u003e and ask them to complete \u003cstrong\u003eStep 1: Grant Microsoft OneDrive permissions for Otter (Admins)\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eOnce your administrator has granted the required permissions, try connecting your Microsoft OneDrive account again.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795936369047\" width=\"633\" height=\"604\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG30EBBQRKQVDQ65PBND\"\u003eI approved the permissions as an administrator, but I’m seeing an OAuth error page. Did the setup fail?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e If you’re redirected to an OAuth or authorization error page after granting permissions, this is a known UI issue and doesn’t mean the setup failed.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795952635543\" width=\"1464\" height=\"815\"\u003e\u003c/p\u003e\n\u003cp\u003eTo confirm the permissions were successfully granted, go to \u003cstrong\u003eMicrosoft Entra Admin Center → Enterprise applications → Otter OneDrive → Permissions\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eIf the required permissions are listed, the integration has been successfully authorized and no further action is needed.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795952633879\" width=\"1586\" height=\"836\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG31J9Y46VFPM49GXDBX\"\u003eHow do I verify that Microsoft OneDrive permissions were successfully granted?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eAfter completing the admin consent flow, sign in to the \u003cstrong\u003eMicrosoft Entra Admin Center\u003c/strong\u003e and navigate to \u003cstrong\u003eEnterprise applications → Otter OneDrive → Permissions\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eIf the required API permissions are listed and show as granted, the Otter Microsoft OneDrive integration is ready for workspace members to connect their account.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795952633879\" width=\"1586\" height=\"836\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG32EMK95VGWQ6FT6JRB\"\u003eCan I export past conversations to Microsoft OneDrive?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e You can manually export any Otter conversation to Microsoft OneDrive, including conversations created before connecting the integration.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG32VFH828MHGSD27ZK8\"\u003eCan I export conversations that were shared with me?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e You can export shared conversations if you have \u003cstrong\u003eViewer\u003c/strong\u003e or \u003cstrong\u003eCollaborator\u003c/strong\u003e access.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44044501978903\" width=\"1502\" height=\"701\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG32782CYMDVJ60S2Q3J\"\u003eWhy is the Export to Microsoft OneDrive option missing or unavailable?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYour workspace admin may have disabled conversation exports. Contact your workspace admin for assistance.\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 411/786; width: 39.47%;\" src=\"https://help.otter.ai/hc/article_attachments/44044494427287\" width=\"411\" height=\"786\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eRelated article:\u003c/strong\u003e Learn more about \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13352505516695\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eEnterprise admin controls\u003c/a\u003e.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG33RM53E97HY9YMKDZK\"\u003eHow do I restore a previous version of an exported conversation?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eClicking \u003cstrong\u003eUpdate\u003c/strong\u003e replaces the existing exported file in OneDrive with the latest version of your Otter conversation.\u003c/p\u003e\n\u003cp\u003eIf you need to restore an earlier version, use \u003cstrong\u003eMicrosoft Word Version History\u003c/strong\u003e or \u003cstrong\u003eOneDrive Version History\u003c/strong\u003e. Restoring an earlier version affects only the exported file in OneDrive. It doesn’t restore the original Otter conversation.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795995967127\" width=\"1584\" height=\"874\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M51CZAZ1S9Y5W0XGF9TR6TSQ\"\u003eCan I export the conversation audio to Microsoft OneDrive?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYes. Make sure to select audio as an export item in your OneDrive settings in \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → Microsoft OneDrive\u003c/strong\u003e\u003c/a\u003e\u003cstrong\u003e. \u003c/strong\u003e\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG34BZGRN4KMWERQBC2W\"\u003eWhich file formats can I export to Microsoft OneDrive?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eOtter currently supports exporting conversations to Microsoft OneDrive as:\u003c/p\u003e\n\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e350ec9934e2c873ca2a8a290a91260c7\"\u003e\u003cstrong\u003eMicrosoft Word (.docx)\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e0bf372904dad878ff0df0a672751fa89\"\u003e\u003cstrong\u003eText (.txt)\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e776bdb786b93edfc3096aec45933698d\"\u003e\u003cstrong\u003eMd (.md)\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eYou can also export the conversation audio to OneDrive. Make sure to select it as an export item in \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → Microsoft OneDrive settings\u003c/strong\u003e\u003c/a\u003e.\u003cstrong\u003e \u003c/strong\u003e\n\u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42796012397335\" width=\"4628\" height=\"1063\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG354JZ79FW408BZHG9H\"\u003eCan I rename the Otter.ai Conversations folder?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e You can rename the \u003cstrong\u003eOtter.ai Conversations\u003c/strong\u003e folder, and Otter continues exporting future conversations to the renamed folder.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795995968279\" width=\"1201\" height=\"431\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG356BWQTX5TXV971F33\"\u003eCan I export images to Microsoft OneDrive?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e Images aren’t currently included in Microsoft OneDrive exports.\u003c/p\u003e\n\u003cp\u003eTo export conversations with images, use the standard \u003cstrong\u003eExport\u003c/strong\u003e feature and select \u003cstrong\u003eDOCX\u003c/strong\u003e or \u003cstrong\u003ePDF\u003c/strong\u003e to download locally.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG3642W3EQEFJFRYMBVQ\"\u003eCan I bulk export conversations to Microsoft OneDrive?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e Bulk exports aren’t currently supported.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG377TRTSYKDP8K7X2G6\"\u003eCan I move the Otter.ai Conversations folder?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e You can move the \u003cstrong\u003eOtter.ai Conversations\u003c/strong\u003e folder to another location in Microsoft OneDrive. Otter continues exporting conversations to that folder.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG38CE93908P2D7RAPWM\"\u003eWhat happens if I delete the Otter.ai Conversations folder?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eIf you move the default Otter export folder to the \u003cstrong\u003eRecycle Bin\u003c/strong\u003e or \u003cstrong\u003epermanently delete\u003c/strong\u003e the default Otter export folder, Otter automatically creates a new folder the next time you export a conversation.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795995969687\" width=\"1251\" height=\"568\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG39ZRF9JHMR45DFA3SN\"\u003eWhy did my Microsoft OneDrive export fail?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYour export may fail if the conversation is still being processed in Microsoft OneDrive. This can happen immediately after you start an export.\u003c/p\u003e\n\u003cp\u003eWait a few minutes for the export to finish processing, then refresh the page and try \u003cstrong\u003eExport\u003c/strong\u003e or \u003cstrong\u003eView\u003c/strong\u003e again.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e If the export continues to fail after several minutes, try exporting the conversation again. If the issue persists, contact our \u003cstrong\u003eOtter Support team\u003c/strong\u003e.\u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44044494428567\" width=\"1071\" height=\"416\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG3B84FKTMK6MHKYMKB2\"\u003eWhy isn’t my conversation ready to export?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYour conversation must finish processing before it can be exported.\u003c/p\u003e\n\u003cp\u003eIf you see \u003cstrong\u003eSpeech is not yet ready for export\u003c/strong\u003e, wait until processing completes and try again. If the issue continues, contact our \u003cstrong\u003eOtter Support team\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44044494429847\" width=\"1071\" height=\"416\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG3B4FDF3HRCXN5JG0XX\"\u003eDo Otter edits automatically update my Microsoft OneDrive export?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e Changes you make in Otter aren’t automatically synced.\u003c/p\u003e\n\u003cp\u003eAfter editing your transcript, summary, or other conversation content, click \u003cstrong\u003eUpdate\u003c/strong\u003e to export the latest version.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG3BK7NC108PEFZ02A00\"\u003eCan I export conversations to Microsoft OneDrive from the Otter mobile app?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e The \u003cstrong\u003eMicrosoft OneDrive integration\u003c/strong\u003e is currently available only on the \u003cstrong\u003eweb\u003c/strong\u003e and \u003cstrong\u003edesktop\u003c/strong\u003e versions of Otter.\u003c/p\u003e\n\u003cp\u003eOn the \u003cstrong\u003emobile app\u003c/strong\u003e, you can still export a conversation locally and, if your device supports it, choose \u003cstrong\u003eMicrosoft OneDrive\u003c/strong\u003e using your device’s share menu.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44044501982103\" width=\"2576\" height=\"1620\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Exporting through your device’s share menu isn’t the same as the Microsoft OneDrive integration and doesn’t use your configured OneDrive export settings.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG3DHJRGN2FZMBN5P0WE\"\u003eAre there workspace admin controls for Microsoft OneDrive exports?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e There are no dedicated workspace admin controls for the Microsoft OneDrive integration. Each workspace member manages their own OneDrive connection and export settings.\u003c/p\u003e\n\u003cp\u003eWorkspace admins can, however, disable \u003cstrong\u003econversation exports\u003c/strong\u003e for the workspace. When exports are disabled, members won’t be able to export conversations to Microsoft OneDrive.\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eRelated article:\u003c/strong\u003e Learn more about \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13352505516695\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eEnterprise admin controls\u003c/a\u003e.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M08YSG3DZXETYD6BDRCDJYYV\"\u003eAs an admin, can I control who connects to the Microsoft OneDrive integration?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e After granting the required Microsoft Entra permissions, you can control which users are allowed to connect the Otter Microsoft OneDrive integration.\u003c/p\u003e\n\u003cp\u003eIn the \u003cstrong\u003eMicrosoft Entra Admin Center\u003c/strong\u003e, enable \u003cstrong\u003eAssignment required\u003c/strong\u003e for the \u003cstrong\u003eOtter OneDrive\u003c/strong\u003e enterprise application. When enabled, only users and groups that you’ve explicitly assigned to the application can connect their Microsoft OneDrive accounts.\u003c/p\u003e\n\u003cp\u003eNavigate to: \u003cstrong\u003eMicrosoft Entra Admin Center → Enterprise applications → Otter OneDrive → Properties → Assignment required\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42795952634647\" width=\"1112\" height=\"797\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Enabling \u003cstrong\u003eAssignment required\u003c/strong\u003e controls who can use the integration. It doesn’t change the permissions that were granted during the admin consent process.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M0911CSJJZA0Z9TCSB9T2QT7\"\u003eCan I connect OneDrive for the whole workspace?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eNo.\u003c/strong\u003e Each workspace member must connect their own OneDrive at the account level. Workspace admins can’t connect the integration on behalf of all members or for the whole workspace.\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eRelated article:\u003c/strong\u003e Learn more about the available \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13352505516695\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eEnterprise admin controls\u003c/a\u003e for your workspace.\u003c/div\u003e\n\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e","user_segment_ids":[],"snippet":"\u003cem\u003eExport\u003c/em\u003e to OneDrive \u003cem\u003eExport\u003c/em\u003e conversations to OneDrive, update \u003cem\u003eexported\u003c/em\u003e files, and manage your \u003cem\u003eexports\u003c/em\u003e. \u003cem\u003eExport\u003c/em\u003e a conversation","result_type":"article"},{"id":360047733634,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/360047733634.json","html_url":"https://help.otter.ai/hc/en-us/articles/360047733634-Export-conversations","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":2,"vote_sum":-199,"vote_count":793,"upvote_count":297,"downvote_count":496,"section_id":360008279273,"created_at":"2020-05-14T04:17:27Z","updated_at":"2026-10-10T17:40:25Z","name":"Export conversations","title":"Export conversations","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-12T00:07:24Z","user_segment_id":null,"permission_group_id":4418888813975,"content_tag_ids":["01GXVNXW5KFQF90X3KN7EXREP9","01GXYHM0QTJADQ3XJB7WPCM78T","01GXYKC4JGXMRER442VX0J4B1J"],"label_names":["export","download","bulk export","export multiple","conversation","transcript"],"body":"\u003cp\u003eYou can export conversations, including ones shared with you, in multiple formats (audio and text). This makes it easy to reuse them in other services, such as generating closed captions or sharing via email.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1580/935;\" src=\"https://help.otter.ai/hc/article_attachments/39503542436375\" width=\"1580\" height=\"935\"\u003e\u003c/figure\u003e\u003cp\u003eYou have the following options you can export, in addition to your conversation transcript: \u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e644d8e29e9948d61e0fc05a8a5bb057f\"\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/13827822615191\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eExport Highlights \u0026amp; Comments\u003c/a\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e622314d4ead9f1878278eca2f2dfab4d\"\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/13828318539031\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eExport conversation audio\u003c/a\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e67f7ce5233242ba8d4f6a18409ef738c\"\u003e\n\u003ca href=\"https://help.otter.ai/hc/en-us/articles/11742706003735\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eExport your conversation as an SRT file\u003c/a\u003e for closed captioning and subtitles\u003c/li\u003e\n\u003c/ul\u003e\u003cdiv class=\"otter-device-tabs\"\u003e\n\u003cdiv class=\"otter-device-tabs__nav\"\u003e\n\u003cbutton class=\"otter-device-tab is-active\" data-tab=\"desktop\" type=\"button\"\u003e\n      💻 Desktop/Web\n    \u003c/button\u003e \u003cbutton class=\"otter-device-tab\" data-tab=\"mobile\" type=\"button\"\u003e\n      📱 Mobile\n    \u003c/button\u003e\n\u003c/div\u003e\n\u003cdiv class=\"otter-device-tabs__panel is-active\" data-tab=\"desktop\"\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KH6XQ7FVZT1KW7M23DYCSYA8\"\u003eExport to Text\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003e\u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eBasic plan users\u003c/a\u003e can export conversations only as TXT files. \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eUpgrade to a paid plan\u003c/a\u003e to access all export formats and additional settings.\u003c/div\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"ed0e540087155b30f6223b141d048e923\"\u003e\n\u003cp\u003eOpen the conversation you want to export, click the \u003cstrong\u003ethree dots\u003c/strong\u003e in the top corner, then select \u003cstrong\u003eExport.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503542437143\" width=\"1577\" height=\"925\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e3920af82abfc149519b4135c1a661aca\"\u003eChoose the file format for the text file.\u003cul\u003e\n\u003cli data-list-item-id=\"ec65c3486742e1b8ce19d222d3cbd1b93\"\u003e\n\u003cstrong\u003eClipboard\u003c/strong\u003e copies the text directly to your computer’s clipboard (\u003cstrong\u003eonly available when \"Highlights and Comments\" and \"Audio\" are toggled off\u003c/strong\u003e). \u003c/li\u003e\n\u003cli data-list-item-id=\"eab0901d9e7e87e57aabc3006adbb6e81\"\u003e\n\u003cstrong\u003eTXT\u003c/strong\u003e exports a plain text file with no formatting. \u003c/li\u003e\n\u003cli data-list-item-id=\"ec87626d1f115ec8f0e6f515f0ccce3b6\"\u003e\n\u003cstrong\u003eDOCX\u003c/strong\u003e creates a Microsoft Word document. \u003c/li\u003e\n\u003cli data-list-item-id=\"ee6c88f2b2454e950d520e926fd328c34\"\u003e\n\u003cstrong\u003ePDF\u003c/strong\u003e generates a portable document (PDF) for easy sharing and viewing. \u003c/li\u003e\n\u003cli data-list-item-id=\"e38be87a1c4c05065ced056d2c7770801\"\u003e\n\u003cp\u003e\u003cstrong\u003eSRT\u003c/strong\u003e exports text with timestamps in SubRip Subtitle format, which can be used for video captions and is commonly supported by platforms like YouTube.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503502028695\" width=\"1002\" height=\"772\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ebfac8c6085498d6c22ef748a38986cec\"\u003eChoose how to name the exported file and any additional export options. A preview of the exported text is shown below the options.\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e5e3a8b19df267a2aa1b862750f23cfd7\"\u003e\u003cstrong\u003eShow speaker names\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e46864ede527426020860a7960810ef6d\"\u003e\u003cstrong\u003eShow timestamps\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ef158e7fbfdce139de1763165b1e486dd\"\u003e\u003cstrong\u003eShow highlights\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e7e5ef5795d791462746ba8ef21bff03d\"\u003e\u003cstrong\u003eShow images\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ee875682f46f0621af12e100b7076eee3\"\u003e\u003cstrong\u003eCombine paragraphs of the same speaker\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"ef18d2f82f9c037618021b242a6644c4d\"\u003e\u003cstrong\u003eCombine all paragraphs\u003c/strong\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e25a66d168029022d60b755a0e66f38df\"\u003e\n\u003cp\u003e\u003cstrong\u003eRemove Otter branding\u003c/strong\u003e (available for TXT and CLIPBOARD formats)\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503542440087\" width=\"1001\" height=\"775\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e77fa376db7914276a9ad00dd678e0f83\"\u003e\n\u003cp\u003eClick \u003cstrong\u003eExport\u003c/strong\u003e to save the conversation to your selected download location.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503502030743\" width=\"1190\" height=\"458\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/13829342669079\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn how to bulk export\u003c/a\u003e multiple conversations on our \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eBusiness and higher plans\u003c/a\u003e.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KHBRFY28MK2160BVX4JHPW9Y\"\u003eExport to Audio\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e652d9ccc993b98f7d06165550e01580a\"\u003e\n\u003cp\u003eOpen the conversation you want to export, click the \u003cstrong\u003ethree dots\u003c/strong\u003e in the top corner, then select \u003cstrong\u003eExport.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503542437143\" width=\"1577\" height=\"925\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ef48cdcf05c5de867188f78dcf905e970\"\u003e\n\u003cp\u003eTurn on \u003cstrong\u003eAudio\u003c/strong\u003e, then click \u003cstrong\u003eExport\u003c/strong\u003e to save the file to your selected download location. Audio exports are downloaded in MP3 format.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503502033175\" width=\"993\" height=\"770\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003c/div\u003e\n\u003c/div\u003e\n\u003cdiv class=\"otter-device-tabs__panel\" data-tab=\"mobile\"\u003e\n\u003ch2 id=\"h_01KNA70FR84EYVTRG9CNHJZW41\"\u003eMobile\u003c/h2\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"ee0ac896eba165b3093c240e9d9a39dd1\"\u003e\n\u003cp\u003eOpen the conversation you want to export. Select the \u003cstrong\u003eTranscript \u003c/strong\u003etab and click the \u003cstrong\u003ethree dots\u003c/strong\u003e in the top right corner, then select \u003cstrong\u003eExport.\u003c/strong\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eThe export option will only show on the \u003cstrong\u003eTranscript \u003c/strong\u003etab. \u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503542442775\" width=\"526\" height=\"989\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ec1ea51d9ecff52745defb095bec0f4b5\"\u003e\n\u003cp\u003eSelect \u003cstrong\u003eExport audio\u003c/strong\u003e to download an MP3 file, or \u003cstrong\u003eExport text\u003c/strong\u003e to download a text-based format.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503542449687\" width=\"526\" height=\"989\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ea574a0fa1a30450618e5342447ced71c\"\u003e\n\u003cp\u003eTap \u003cstrong\u003eContinue \u003c/strong\u003eto save the file to your selected download location.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503502037911\" width=\"526\" height=\"989\"\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003c/div\u003e\u003ch2 id=\"h_01KNA8ETPVJ98N3NYNHG4219RQ\"\u003eExport example\u003c/h2\u003e\u003ch3 id=\"h_01KNA82QDFV98EZ51F6DHREXJ9\"\u003eText format examples \u003c/h3\u003e\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503502040087\" width=\"3514\" height=\"1296\"\u003e\u003c/p\u003e\u003ch3 id=\"h_01KNA831KDT3X09SRYMC8QQVCW\"\u003eHighlights \u0026amp; Comments example\u003c/h3\u003e\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503502040855\" width=\"1326\" height=\"621\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KN5MC18W93QREVR4C2VJW744\" data-faqs-heading=\"true\"\u003eFAQs\u003c/h2\u003e\u003cdiv data-toc-skip-children=\"true\"\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"accordion\" id=\"h_01KNAC6C7CMFKA3DG1SKS4G38Q\"\u003eCan I bulk export multiple conversations?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYes, you can bulk export multiple conversations on our \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eBusiness and higher plans\u003c/a\u003e. Learn more about \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13829342669079\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ebulk exporting conversations\u003c/a\u003e. \u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KNA8BB8HH254A6A4S4HMDNTS\"\u003eWhere do my exports download?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eAfter clicking \u003cstrong\u003eExport\u003c/strong\u003e on desktop or \u003cstrong\u003eContinue\u003c/strong\u003e on mobile, you’ll be prompted to choose where to save the file.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KNA8BD8GYM3SPBZ2TYQ2XX6K\"\u003eI can’t find my downloaded file. What should I do?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eCheck your browser or device settings to see where downloads are saved. You can also review your recent download history.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KNA8BHQH5WCR0BEX14Z19X5D\"\u003eCan I export to other platforms?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYes. \u003ca href=\"https://otter.ai/integrations\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eEnterprise plans include integrations\u003c/a\u003e that allow exports to supported third-party platforms.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KNA8BMK8R9EY11XAVJK3159X\"\u003eCan I export the Summary?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYes. You can export the full conversation summary. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/39503855767191\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about exporting the Summary\u003c/a\u003e.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KNA8BQDVJZ4JG2B48301NXGP\"\u003eCan I export the Outline?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eThe Outline can’t be exported as a file, but you can copy the full summary and pull out the individual Outline items. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/39503855767191\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about copying the Summary\u003c/a\u003e.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KNA8BW09ER3TFTJ8KGHDYKVV\"\u003eCan I export Action Items?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eAction Items can’t be exported directly, but you can copy them manually. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/39503855767191\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about copying the Summary\u003c/a\u003e.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KNA8BZ4MMKS57M0TDNJPCJDD\"\u003eWhy do I only see TXT as an export option?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eTXT is the only export format available on the Basic plan. Upgrade to a paid plan to access additional formats.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KNA8C2YGPAS3C0T0VYE0YMYR\"\u003eWhy can’t I export a conversation?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eIf the conversation was shared with you, make sure you have the correct permissions. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048338793\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eOnly Collaborators, or Viewers with export enabled, can export conversations\u003c/a\u003e.\u003c/p\u003e\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e\u003cdiv class=\"note flag\"\u003eIf you have any questions or require further assistance, \u003ca href=\"https://help.otter.ai/hc/en-us/requests/new\" target=\"_blank\" rel=\"noopener noreferrer\"\u003econtact our Otter Support team\u003c/a\u003e.\u003c/div\u003e","user_segment_ids":[],"snippet":"options you can \u003cem\u003eexport\u003c/em\u003e, in addition to your conversation transcript: \u003cem\u003eExport\u003c/em\u003e Highlights \u0026amp; Comments \u003cem\u003eExport\u003c/em\u003e conversation","result_type":"article"},{"id":41004703283095,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/41004703283095.json","html_url":"https://help.otter.ai/hc/en-us/articles/41004703283095-Manually-export-a-conversation-to-HubSpot","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":13352400186391,"created_at":"2026-06-05T18:42:14Z","updated_at":"2026-10-15T03:26:34Z","name":"Manually export a conversation to HubSpot","title":"Manually export a conversation to HubSpot","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-15T03:26:34Z","user_segment_id":null,"permission_group_id":3069674,"content_tag_ids":[],"label_names":["manually export","export missing","export to hubspot","manually export to hubspot","export conversation to hubspot","export insights to hubspot","manually sync to hubspot"],"body":"\u003cp\u003eExport sales conversations and push Otter insights to HubSpot at any time. Send meeting notes, transcripts, and key insights directly to the right HubSpot record to keep workflows efficient and deals moving forward. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/40426498007959\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about Otter's integration with HubSpot\u003c/a\u003e.\u003c/p\u003e\u003cdiv data-toc-children=\"true\"\u003e\n\u003ch2 id=\"manually-export-conversation-to-hubspot\"\u003eManually export a conversation to HubSpot\u003c/h2\u003e\n\u003cp\u003eIn addition to automatic exports, you can manually export Otter conversations to HubSpot to associate meeting notes, transcripts, and insights with your HubSpot Contacts or Deals. Once \u003ca href=\"https://help.otter.ai/hc/en-us/articles/40426498007959\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eHubSpot is connected to Otter\u003c/a\u003e, you can export individual conversations to one or more HubSpot records.\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e1dbf3ddbc6966f4245cdd011da1c5708\"\u003e\n\u003cp\u003eOpen the \u003cstrong\u003econversation\u003c/strong\u003e you want to export in Otter. Click the \u003cstrong\u003ethree-dot menu (⋯)\u003c/strong\u003e in the upper-right corner of the conversation and select \u003cstrong\u003eExport to HubSpot\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104609156247\" width=\"1319\" height=\"894\"\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e8a2e230c5956dca5ea188a90b29d43dc\"\u003e\n\u003cp\u003eIn the export window, select the \u003cstrong\u003eHubSpot record type\u003c/strong\u003e you want to export the conversation to.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104609158679\" width=\"861\" height=\"590\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e7707f0f4d2ede8c54395b342628142a9\"\u003e\n\u003cp\u003eUse the search field to find and select one or more \u003cstrong\u003eContacts\u003c/strong\u003e or \u003cstrong\u003eDeals\u003c/strong\u003e in HubSpot.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104609159063\" width=\"1795\" height=\"754\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ee937a42658e34f903bca6c9c0f379bfd\"\u003e\n\u003cp\u003eClick \u003cstrong\u003eExport\u003c/strong\u003e to complete the process.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104566491799\" width=\"858\" height=\"590\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e3a125b9560e2a51b7d89a8430a011e11\"\u003e\n\u003cp\u003eOnce the export is complete, the conversation will be associated with the selected Contact(s) or Deal(s) in HubSpot.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104566492311\" width=\"885\" height=\"658\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch3 id=\"hubspot-view-exported-conversation\"\u003eView an exported conversation in HubSpot\u003c/h3\u003e\n\u003cp\u003eAfter exporting a conversation to HubSpot, click \u003cstrong\u003eView\u003c/strong\u003e in the export confirmation to open the associated Contact or Deal record in HubSpot.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eIf you exported the conversation to multiple Contacts or Deals, the \u003cstrong\u003eView\u003c/strong\u003e link will open only one of the associated records selected by Otter. To view the exported conversation in other associated records, open HubSpot and navigate to each Contact or Deal you selected during the export process. \u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104609164439\" width=\"2515\" height=\"1010\"\u003e\u003c/p\u003e\n\u003ch2 id=\"hubspot-update-a-conversation\"\u003eUpdate an exported conversation in HubSpot\u003c/h2\u003e\n\u003cp\u003eIf you make changes to an Otter conversation after exporting it to HubSpot, you can update the associated HubSpot records to reflect those changes. This includes updates to the conversation summary, templates, action items, and more. You can also export the conversation to \u003cstrong\u003eadditional HubSpot Contacts or Deals\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104609166103\" width=\"2243\" height=\"1010\"\u003e\u003c/p\u003e\n\u003cp\u003eFollow these steps to update an exported conversation in HubSpot:\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e0fcccfa0169098354e89ec8c40c7567e\"\u003eOpen the conversation in Otter and make any necessary changes to the meeting notes, summary, templates, or action items. Click \u003cstrong\u003eUpdate\u003c/strong\u003e under \u003cstrong\u003eExported to HubSpot.\u003c/strong\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104566494999\" width=\"486\" height=\"444\"\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e0b987e3a45eff6c2be12e105b562e105\"\u003e\n\u003cp\u003eKeep the existing associated Contacts or Deals, or search for and select additional HubSpot records. Click \u003cstrong\u003eUpdate\u003c/strong\u003e to save your changes and push the updated conversation notes to the selected HubSpot records.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104566495639\" width=\"729\" height=\"503\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e4da29d1b41c6f576a0a0fd710c97d20b\"\u003e\n\u003cp\u003eClick \u003cstrong\u003eView \u003c/strong\u003eto see the updated changes in HubSpot.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104566496151\" width=\"843\" height=\"433\"\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch2 id=\"manual-export-setting\"\u003eOnly allow manual exports to HubSpot\u003c/h2\u003e\n\u003cp\u003eBy default, Otter can automatically export conversation notes and insights to HubSpot based on your workspace's integration settings. If you prefer to control which conversations are shared with HubSpot, you can disable automatic exports and switch to manual exports only for the workspace.\u003c/p\u003e\n\u003cp\u003eWhen manual exports are enabled, conversations will \u003cstrong\u003eonly be exported to HubSpot when a user manually initiates an export\u003c/strong\u003e. You can still manually export conversations at any time, regardless of your workspace's automatic export settings.\u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003eRequired:\u003c/strong\u003e Only workspace admins can manage Workspace-wide HubSpot integration settings. Members can connect their individual HubSpot accounts if HubSpot has not already been connected at the workspace level.\u003c/div\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"ed7bf2664b8896e6fd817ede53b6db04d\"\u003e\n\u003ca href=\"https://help.otter.ai/hc/en-us/articles/19439009788951\"\u003eMake sure you have set up HubSpot\u003c/a\u003e.\u003c/li\u003e\n\u003cli data-list-item-id=\"ef8862e8eb2f5f30065fbbedcee9781d7\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → HubSpot\u003c/strong\u003e\u003c/a\u003e\u003cstrong\u003e.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104609170071\" width=\"1437\" height=\"551\"\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e194b55ec3be2d734b81538fcc43f4d30\"\u003e\n\u003cp\u003eClick \u003cstrong\u003eConnect for all\u003c/strong\u003e to authenticate HubSpot for all workspace members. Individual members can continue to step 4. \u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104566498327\" width=\"1585\" height=\"875\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ee5419ee920220e62a5c7d4f8bbfc5802\"\u003e\n\u003cp\u003eNext to \u003cstrong\u003eExports to HubSpot\u003c/strong\u003e, click the dropdown menu and select \u003cstrong\u003eManual\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104609171863\" width=\"912\" height=\"838\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ec86dd928799041ed1838a7654cdd6d85\"\u003eClick \u003cstrong\u003eConfirm\u003c/strong\u003e to apply your changes.\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104609172247\" width=\"912\" height=\"838\"\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e33560a158cc03aac5512f9cdd7bce7a8\"\u003eGoing forward, conversations will \u003cstrong\u003eonly be exported to HubSpot when manually initiated\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Changing this setting does not remove conversations previously exported to HubSpot. It only prevents future automatic exports.\u003c/div\u003e\n\u003c/div\u003e\u003ch2 id=\"faqs\" data-toc-section=\"true\"\u003eFAQs\u003c/h2\u003e\u003cdiv data-toc-children=\"true\"\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"accordion\" id=\"h_01M4ECAS63XFM1SK76VKAMP5HX\"\u003eCan I manually export any conversation to HubSpot?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYes. You can manually export any Otter conversation to HubSpot, including ad-hoc recordings, phone calls, and conversations that are not associated with a calendar event.\u003c/p\u003e\n\u003cp\u003eAutomatic exports, however, only apply to meeting conversations that include at least one external calendar guest whose email domain differs from your workspace's domain. Conversations that do not meet this requirement can still be manually exported to a HubSpot Contact or Deal.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4EDYKB5MVY86ZDZ96JSPY37\"\u003eWhy did my conversation fail to export to HubSpot?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eA conversation may fail to export to HubSpot for several reasons, including an expired HubSpot connection or an issue with the selected Contact or Deal.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104609173271\" width=\"467\" height=\"151\"\u003e\u003c/p\u003e\n\u003cp\u003eIf your export fails, try the following troubleshooting steps:\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"ea30612b4ff33230cea8e985aa03993bd\"\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\"\u003e\u003cstrong\u003eIntegrations → HubSpot\u003c/strong\u003e\u003c/a\u003e and disconnect and reconnect your HubSpot account to refresh the connection.\u003c/li\u003e\n\u003cli data-list-item-id=\"e487597e9722d89d61c77c915a0146c82\"\u003eVerify that the \u003cstrong\u003eContact or Deal\u003c/strong\u003e you're exporting to exists in HubSpot and is accessible to your account.\u003c/li\u003e\n\u003cli data-list-item-id=\"e40726bace77d9c1a72eba1cdf85014e0\"\u003eReturn to the conversation in Otter and try exporting it to HubSpot again.\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eIf the issue persists, \u003ca href=\"https://help.otter.ai/hc/en-us/requests/new\"\u003econtact our Otter Support team\u003c/a\u003e for further assistance.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4ECAS65MM7DFM0A22MPADHJ\"\u003eWhy is the Export to HubSpot option not showing?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eIf you don't see the \u003cstrong\u003eExport to HubSpot\u003c/strong\u003e option in a conversation, make sure HubSpot is connected to your Otter workspace or individual account. Go to \u003ca href=\"https://otter.ai/setting/connected_apps\"\u003e\u003cstrong\u003eIntegrations → HubSpot\u003c/strong\u003e\u003c/a\u003e to check the connection status.\u003c/p\u003e\n\u003cp\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/40426498007959\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about setting up HubSpot\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104566502167\" width=\"3343\" height=\"1037\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4ECAS6625HVMRJDNZAKCR6H\"\u003eCan I export a conversation to additional HubSpot Contacts or Deals later?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYes. If you forgot to select a Contact or Deal during the initial export, you can add more records at any time.\u003c/p\u003e\n\u003cp\u003eOpen the previously exported conversation in Otter, click \u003cstrong\u003eUpdate\u003c/strong\u003e under \u003cstrong\u003eExported to HubSpot\u003c/strong\u003e, and search for the additional Contacts or Deals. Select the records you want to associate with the conversation, then click \u003cstrong\u003eUpdate\u003c/strong\u003e to complete the export.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4ECAS66D85WZETGMYTZZMB6\"\u003eDoes updating an exported conversation overwrite the existing information in HubSpot?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYes. When you update a previously exported conversation, Otter replaces the existing exported conversation notes in the associated HubSpot records with the latest version from Otter. This includes changes to summaries, action items, templates, and other exported conversation content.\u003c/p\u003e\n\u003cp\u003eYou can review previous versions and changes through HubSpot's record history.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104609174807\" width=\"960\" height=\"869\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4ECAS67JRFSNBEPACTX6MTK\"\u003eCan I export a conversation to multiple HubSpot Contacts or Deals?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYes. You can export a single Otter conversation to multiple HubSpot Contacts or Deals. During the export process, search for and select all the records you want to associate with the conversation.\u003c/p\u003e\n\u003cp\u003eThe exported conversation notes will be available in each selected HubSpot record.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4ECAS675P2NKE01GGQKHYZA\"\u003eWhy does clicking View only open one HubSpot record?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eIf you exported a conversation to multiple Contacts or Deals, clicking \u003cstrong\u003eView\u003c/strong\u003e under \u003cstrong\u003eExported to HubSpot\u003c/strong\u003e will open only one of the associated records selected by Otter.\u003c/p\u003e\n\u003cp\u003eTo view the exported conversation in other associated records, search for the corresponding Contacts or Deals directly in HubSpot.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4ECAS688578N14TN2YGJHY5\"\u003eCan I disable automatic HubSpot exports and only export conversations manually?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYes. Workspace admins can disable automatic exports by navigating to \u003ca href=\"https://otter.ai/setting/connected_apps\"\u003e\u003cstrong\u003eIntegrations → HubSpot\u003c/strong\u003e\u003c/a\u003e and changing \u003cstrong\u003eExports to HubSpot\u003c/strong\u003e to \u003cstrong\u003eManual\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eWhen this setting is enabled, conversations will only be exported when a user manually initiates an export. You can manually export conversations regardless of whether automatic exports are enabled or disabled.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4ECAS69FBZNZJP1ZE2W4NGV\"\u003eWill disabling automatic exports remove previously exported conversations from HubSpot?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eNo. Switching from automatic to manual exports does not delete or remove conversations that were previously exported to HubSpot.\u003c/p\u003e\n\u003cp\u003eThe setting only affects future automatic exports. Previously exported conversation notes will remain in their associated HubSpot records.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4ECAS6B7HKFWE7V3Y3JD6PZ\"\u003eDo I need to be a workspace admin to export conversations to HubSpot?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eNo. Workspace admins are responsible for configuring and managing the HubSpot integration, including connecting HubSpot and setting automatic or manual export preferences.\u003c/p\u003e\n\u003cp\u003eOnce HubSpot is connected, users can manually export their conversations to HubSpot Contacts or Deals.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4EE4SV0K3NC2YHFF09G3X7A\"\u003eCan I export conversations to HubSpot from the Otter mobile app?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eNo. Manually exporting conversations to HubSpot is currently only supported on \u003cstrong\u003eOtter Web and the Otter Desktop app\u003c/strong\u003e. To manually export a conversation, open Otter in a web browser or use the desktop app.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Automatic HubSpot exports will continue to work across all devices, including the Otter mobile app, as long as the conversation meets the eligibility requirements for automatic exports.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4ED5VPPEARKJJTREKCV6XX5\"\u003eWhy do workspace admins and members see different HubSpot integration settings?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eHubSpot integration settings vary depending on your role in the Otter workspace and whether HubSpot has been connected for the entire workspace. \u003cstrong\u003eWorkspace admins\u003c/strong\u003e have access to additional settings for managing the HubSpot integration across the workspace, while \u003cstrong\u003eworkspace members\u003c/strong\u003e can manage their individual HubSpot connection and available export preferences.\u003c/p\u003e\n\u003ch3 id=\"h_01M4EDJRTEJK43NRHQ0QCK6F8Q\"\u003eHubSpot connected for the entire workspace\u003c/h3\u003e\n\u003cp\u003eWhen a workspace admin connects HubSpot for the entire workspace, the integration settings are managed at the workspace level.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e29332c1d4bc2f2a00efee4e12eef6553\"\u003e\n\u003cstrong\u003eAdmin view:\u003c/strong\u003e Admins can manage workspace-wide HubSpot settings, including export preferences, meeting creation, and mapping.\u003c/li\u003e\n\u003cli data-list-item-id=\"eee34e51500b939d8344b8b39791a4933\"\u003e\n\u003cstrong\u003eMember view:\u003c/strong\u003e Members can view the available HubSpot settings but cannot modify workspace-wide configurations managed by their admin.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44104609175191\" width=\"3343\" height=\"1037\"\u003e\u003c/p\u003e\n\u003ch3 id=\"h_01M4EDK102JTD1NENSCZC61CBK\"\u003eHubSpot not connected for the entire workspace\u003c/h3\u003e\n\u003cp\u003eIf a workspace admin has not connected HubSpot for the entire workspace, members can connect their own HubSpot accounts and manage their individual integration settings.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e82a6347af1be3ac4a88c25d3b08903c5\"\u003e\n\u003cstrong\u003eAdmin view:\u003c/strong\u003e Admins can connect HubSpot for the entire workspace using \u003cstrong\u003eConnect for all\u003c/strong\u003e, or manage their own individual connection.\u003c/li\u003e\n\u003cli data-list-item-id=\"e7e87689f8a75053bafc2f44a08a6c7f7\"\u003e\n\u003cstrong\u003eMember view:\u003c/strong\u003e Members can connect HubSpot individually and configure their own automatic or manual export preferences and HubSpot Meeting creation settings.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 3343/1037;\" src=\"https://help.otter.ai/hc/article_attachments/44104566502167\" width=\"3343\" height=\"1037\"\u003e\u003c/figure\u003e\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Workspace-wide HubSpot settings are only available to admins. Members will not see the \u003cstrong\u003eWorkspace Connection\u003c/strong\u003e or \u003cstrong\u003eHubSpot Deal property mapping\u003c/strong\u003e options.\u003c/div\u003e\n\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e","user_segment_ids":[],"snippet":"and select \u003cem\u003eExport\u003c/em\u003e to HubSpot. In the \u003cem\u003eexport\u003c/em\u003e window, select the HubSpot record type you want to \u003cem\u003eexport\u003c/em\u003e the conversation","result_type":"article"},{"id":38654669804567,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/38654669804567.json","html_url":"https://help.otter.ai/hc/en-us/articles/38654669804567-Manually-export-a-conversation-to-Salesforce","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":13352400186391,"created_at":"2026-02-26T08:55:22Z","updated_at":"2026-10-15T03:28:01Z","name":"Manually export a conversation to Salesforce","title":"Manually export a conversation to Salesforce","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-15T03:28:01Z","user_segment_id":null,"permission_group_id":3069674,"content_tag_ids":["01GWAVSYKF4EPH4182MXAV6G6G","01H6SJ3NRXF63Z90SNMZ4A6MF9"],"label_names":["export","insights","manually export","export salesforce","export to salesforce","push insights"],"body":"\u003cdiv data-toc-children=\"true\"\u003e\n\u003cp\u003eExport sales conversations and push Otter insights to Salesforce at any time. Send meeting notes, transcripts, and key insights directly to the right Salesforce record to keep workflows efficient and deals moving forward. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/15671309340183\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about Otter's integration with Salesforce\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003eOtter can automatically push insights to Salesforce. If you prefer not to enable automatic syncing and would rather manually export conversations, follow the steps below.\u003c/p\u003e\n\u003ch2 id=\"export-conversation-to-salesforce\"\u003eManually export a conversation to Salesforce\u003c/h2\u003e\n\u003cp\u003eIn addition to automatic exports, you can manually export Otter conversations to Salesforce to associate meeting notes, transcripts, and insights with your Salesforce Contacts and Opportunities. Once \u003ca href=\"https://help.otter.ai/hc/en-us/articles/40317607861271\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eSalesforce is connected to Otter\u003c/a\u003e, you can export individual conversations to Salesforce records.\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e895f98c30a1d3d29e8a272fe346d19d3\"\u003e\n\u003cp\u003eOpen the \u003cstrong\u003econversation\u003c/strong\u003e you want to export in Otter. Click the \u003cstrong\u003ethree-dot menu (⋯)\u003c/strong\u003e in the upper-right corner of the conversation and select \u003cstrong\u003eExport to Salesforce\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259119204887\" width=\"1320\" height=\"894\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ec00ffb5daad22cf61f6930e6fd7c5e4a\"\u003e\n\u003cp\u003eIn the export window, select the \u003cstrong\u003eSalesforce record type\u003c/strong\u003e you want to export the conversation to.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259111593623\" width=\"862\" height=\"591\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"eb50f042751570704e0416d49e341a826\"\u003e\n\u003cp\u003eUse the search field to find and select the \u003cstrong\u003eContact/Lead \u003c/strong\u003eor \u003cstrong\u003eOpportunity\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259111593751\" width=\"1795\" height=\"796\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e8cd62f908f3f29dd5e197d4fe060a3ee\"\u003e\n\u003cp\u003eClick \u003cstrong\u003eExport\u003c/strong\u003e to complete the process.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259119205271\" width=\"858\" height=\"590\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e403033ba8d1831cb79efa356150b0062\"\u003e\n\u003cp\u003eOnce the export is complete, the conversation will be associated with the selected Contact/Lead or Opportunity in Salesforce.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259111593879\" width=\"885\" height=\"658\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch2 id=\"salesforce-view-exported-conversation\"\u003eView an exported conversation in Salesforce\u003c/h2\u003e\n\u003cp\u003eAfter exporting a conversation to Salesforce, click \u003cstrong\u003eView\u003c/strong\u003e in the export confirmation to open the associated Contact/Lead and Opportunity record in Salesforce.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259111594007\" width=\"2515\" height=\"1010\"\u003e\u003c/p\u003e\n\u003ch2 id=\"Salesforce-update-a-conversation\"\u003eUpdate an exported conversation in Salesforce.\u003c/h2\u003e\n\u003cp\u003eIf you make changes to an Otter conversation after exporting it to Salesforce, you can update the associated Salesforce records to reflect those changes. This includes updates to the conversation summary, templates, action items, and more.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259111594647\" width=\"2243\" height=\"1010\"\u003e\u003c/p\u003e\n\u003cp\u003eFollow these steps to update an exported conversation in Salesforce:\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e54d1d5a314827df052165e0fac656130\"\u003e\n\u003cp\u003eOpen the conversation in Otter and make any necessary changes to the meeting notes, summary, templates, or action items. Click \u003cstrong\u003eUpdate\u003c/strong\u003e under \u003cstrong\u003eExported to Salesforce.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259119206039\" width=\"500\" height=\"391\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e68fb6fc9f7de90a365d619b06c780ff2\"\u003e\n\u003cp\u003eKeep the existing associated Contact/Lead and Opportunity, or update to a new record. Click \u003cstrong\u003eUpdate\u003c/strong\u003e to save your changes and push the updated conversation notes to the selected Salesforce records.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259111597719\" width=\"858\" height=\"590\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e44590b96cb561aded32bb344e7323613\"\u003eClick \u003cstrong\u003eView \u003c/strong\u003eto see the updated changes in Salesforce.\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259119206295\" width=\"843\" height=\"433\"\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch2 id=\"manual-export-setting\"\u003eOnly allow manual exports to Salesforce\u003c/h2\u003e\n\u003cp\u003eBy default, Otter can automatically export conversation notes and insights to Salesforce based on your workspace's integration settings. If you prefer to control which conversations are shared with Salesforce, you can disable automatic exports and switch to manual exports only for the workspace.\u003c/p\u003e\n\u003cp\u003eWhen manual exports are enabled, conversations will \u003cstrong\u003eonly be exported to Salesforce when a user manually initiates an export\u003c/strong\u003e. You can still manually export conversations at any time, regardless of your workspace's automatic export settings.\u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003eRequired:\u003c/strong\u003e Only workspace admins can manage Workspace-wide Salesforce integration settings. Members can connect their individual Salesforce accounts if Salesforce has not already been connected at the workspace level.\u003c/div\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e54eede28855bf3cb5715f9415f3c59d3\"\u003e\n\u003ca href=\"https://help.otter.ai/hc/en-us/articles/15671309340183\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eMake sure you have set up Salesforce\u003c/a\u003e.\u003c/li\u003e\n\u003cli data-list-item-id=\"e4fdb84632d6fcd80b3530a0d2845f04e\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → Salesforce\u003c/strong\u003e\u003c/a\u003e\u003cstrong\u003e.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259119206423\" width=\"1540\" height=\"673\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ef22ca70c9568f7328ff88564f974786e\"\u003e\n\u003cp\u003eClick \u003cstrong\u003eConnect for all\u003c/strong\u003e to authenticate Salesforce for all workspace members. Individual members can continue to step 4.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259111598103\" width=\"1578\" height=\"874\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e3e1b35f21909d34a676ab32337a6be59\"\u003e\n\u003cp\u003eNext to \u003cstrong\u003eExports to Salesforce\u003c/strong\u003e, click the dropdown menu and select \u003cstrong\u003eManual\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259111598487\" width=\"1028\" height=\"835\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"efb70eb0baa7c9f6a09214d789d1114f4\"\u003e\n\u003cp\u003eClick \u003cstrong\u003eConfirm\u003c/strong\u003e to apply your changes.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259119207319\" width=\"1028\" height=\"836\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e35661bd6cf2a310df2158e87bb71b773\"\u003eGoing forward, conversations will \u003cstrong\u003eonly be exported to Salesforce when manually initiated\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\u003cdiv data-toc-children=\"true\"\u003e\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Changing this setting does not remove conversations previously exported to Salesforce. It only prevents future automatic exports.\u003c/div\u003e\u003c/div\u003e\n\u003ch2 id=\"faqs\" data-toc-section=\"true\"\u003eFAQs\u003c/h2\u003e\n\u003cdiv data-toc-skip-children=\"false\"\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"accordion\" id=\"h_01M4ECAS688578N14TN2YGJHY5\"\u003eCan I disable automatic Salesforce exports and only export conversations manually?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYes. Workspace admins can disable automatic exports by navigating to \u003ca href=\"https://otter.ai/setting/connected_apps\"\u003e\u003cstrong\u003eIntegrations → Salesforce\u003c/strong\u003e\u003c/a\u003e and changing \u003cstrong\u003eExports to Salesforce\u003c/strong\u003e to \u003cstrong\u003eManual\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eWhen this setting is enabled, conversations will only be exported when a user manually initiates an export. You can manually export conversations regardless of whether automatic exports are enabled or disabled.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4ECAS69FBZNZJP1ZE2W4NGV\"\u003eWill disabling automatic exports remove previously exported conversations from Salesforce?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eNo. Switching from automatic to manual exports does not delete or remove conversations that were previously exported to Salesforce.\u003c/p\u003e\n\u003cp\u003eThe setting only affects future automatic exports. Previously exported conversation notes will remain in their associated Salesforce records.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4ECAS6B7HKFWE7V3Y3JD6PZ\"\u003eDo I need to be a workspace admin to export conversations to Salesforce?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eNo. Workspace admins are responsible for configuring and managing the Salesforce integration, including connecting Salesforce and setting automatic or manual export preferences.\u003c/p\u003e\n\u003cp\u003eOnce Salesforce is connected, users can manually export their conversations to Salesforce Contact/Lead and Opportunities.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4EE4SV0K3NC2YHFF09G3X7A\"\u003eCan I export conversations to Salesforce from the Otter mobile app?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eNo. Manually exporting conversations to Salesforce is currently only supported on \u003cstrong\u003eOtter Web and the Otter Desktop app\u003c/strong\u003e. To manually export a conversation, open Otter in a web browser or use the desktop app.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Automatic Salesforce exports will continue to work across all devices, including the Otter mobile app, as long as the conversation meets the eligibility requirements for automatic exports.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01M4ED5VPPEARKJJTREKCV6XX5\"\u003eWhy do workspace admins and members see different Salesforce integration settings?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eSalesforce integration settings vary depending on your role in the Otter workspace and whether Salesforce has been connected for the entire workspace. \u003cstrong\u003eWorkspace admins\u003c/strong\u003e have access to additional settings for managing the Salesforce integration across the workspace, while \u003cstrong\u003eworkspace members\u003c/strong\u003e can manage their individual Salesforce connection and available export preferences.\u003c/p\u003e\n\u003ch3 id=\"h_01M4EDJRTEJK43NRHQ0QCK6F8Q\"\u003eSalesforce connected for the entire workspace\u003c/h3\u003e\n\u003cp\u003eWhen a workspace admin connects Salesforce for the entire workspace, the integration settings are managed at the workspace level.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"edf1e72ad8f1b6dd3ec85de9c7e69f4d6\"\u003e\n\u003cstrong\u003eAdmin view:\u003c/strong\u003e Admins can manage workspace-wide Salesforce settings, including export preferences, meeting creation, mapping, and AI Chat.\u003c/li\u003e\n\u003cli data-list-item-id=\"edb98ae5ff8564a8e0c495a782e7cf997\"\u003e\n\u003cstrong\u003eMember view:\u003c/strong\u003e Members can view the available Salesforce settings but cannot modify workspace-wide configurations managed by their admin.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259119209239\" width=\"3343\" height=\"1037\"\u003e\u003c/p\u003e\n\u003ch3 id=\"h_01M4EDK102JTD1NENSCZC61CBK\"\u003eSalesforce not connected for the entire workspace\u003c/h3\u003e\n\u003cp\u003eIf a workspace admin has not connected Salesforce for the entire workspace, members can connect their own Salesforce accounts and manage their individual integration settings.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ea3484872a09a8932e41381620e5c2768\"\u003e\n\u003cstrong\u003eAdmin view:\u003c/strong\u003e Admins can connect Salesforce for the entire workspace using \u003cstrong\u003eConnect for all\u003c/strong\u003e, or manage their own individual connection.\u003c/li\u003e\n\u003cli data-list-item-id=\"e4825fed44a99bdd89a68fc024b7ed992\"\u003e\n\u003cstrong\u003eMember view:\u003c/strong\u003e Members can connect Salesforce individually and configure their own automatic or manual export preferences, AI Chat, and Salesforce Meeting creation settings.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259111600535\" width=\"3343\" height=\"1037\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Workspace-wide Salesforce settings are only available to admins. Members will not see the \u003cstrong\u003eWorkspace Connection\u003c/strong\u003e or \u003cstrong\u003eSalesforce mapping\u003c/strong\u003e options.\u003c/div\u003e\n\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e\n\u003c/div\u003e","user_segment_ids":[],"snippet":"select \u003cem\u003eExport\u003c/em\u003e to Salesforce. In the \u003cem\u003eexport\u003c/em\u003e window, select the Salesforce record type you want to \u003cem\u003eexport\u003c/em\u003e the conversation","result_type":"article"},{"id":13828318539031,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/13828318539031.json","html_url":"https://help.otter.ai/hc/en-us/articles/13828318539031-Export-conversation-audio","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":4,"vote_sum":-60,"vote_count":238,"upvote_count":89,"downvote_count":149,"section_id":360008279273,"created_at":"2023-04-14T00:32:12Z","updated_at":"2026-10-15T18:34:16Z","name":"Export conversation audio","title":"Export conversation audio","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2023-04-14T00:32:34Z","user_segment_id":null,"permission_group_id":3069654,"content_tag_ids":["01GXVNXRJB82R90J7PR2E23JA4","01GXVNXW5KFQF90X3KN7EXREP9","01GXYHM0QTJADQ3XJB7WPCM78T"],"label_names":["export","audio","conversation","transcript"],"body":"\u003cp id=\"h_01GXYHH160K3KPXZY97K9SKKG9\"\u003e\u003cspan\u003eExport an audio file of your conversation\u003c/span\u003e\u003cspan\u003e. \u003c/span\u003e\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eClick the \u003cstrong\u003e3 dots \u003c/strong\u003ein the top right.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/13828263752087\" alt=\"export_.png\" width=\"208\" height=\"264\"\u003e\n\u003c/li\u003e\n\u003cli\u003eToggle on \u003cstrong\u003eAudio. \u003c/strong\u003e\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/13828245480215\" alt=\"audio_toggle.png\" width=\"266\" height=\"158\"\u003e\n\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eExport. \u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/13828249207319\" alt=\"export_button.png\" width=\"130\" height=\"57\"\u003e\u003cbr\u003e\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli\u003eThe exported file will be downloaded in an \u003cstrong\u003eMP3 format\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e","user_segment_ids":[],"snippet":"\u003cem\u003eExport\u003c/em\u003e an audio file of your conversation. Click the 3 dots in the top right. Toggle on Audio. Click Export","result_type":"article"},{"id":39503855767191,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/39503855767191.json","html_url":"https://help.otter.ai/hc/en-us/articles/39503855767191-Export-Summary","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":-24,"vote_count":44,"upvote_count":10,"downvote_count":34,"section_id":360008279273,"created_at":"2026-04-03T18:43:51Z","updated_at":"2026-08-23T18:07:09Z","name":"Export Summary","title":"Export Summary","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-27T18:51:37Z","user_segment_id":null,"permission_group_id":3069674,"content_tag_ids":[],"label_names":["export summary","copy action items","copy summary","export action items","export overview","export outline","how can I export this summary in the format presented here","how to export summary","can i export summary","format export summary","summary export format"],"body":"\u003cp\u003eYou can export the conversation Summary (Overview, Action Items, Insights, Outline, and Custom Prompt) at any time or easily copy each section individually. This allows you to share or paste the Summary into other tools, documents, or workflows as needed.\u003c/p\u003e\u003cdiv class=\"otter-device-tabs\"\u003e\n\u003cdiv class=\"otter-device-tabs__nav\"\u003e\n\u003cbutton class=\"otter-device-tab is-active\" data-tab=\"desktop\" type=\"button\"\u003e\n      💻 Desktop/Web\n    \u003c/button\u003e \u003cbutton class=\"otter-device-tab\" data-tab=\"mobile\" type=\"button\"\u003e\n      📱 Mobile\n    \u003c/button\u003e\n\u003c/div\u003e\n\u003cdiv class=\"otter-device-tabs__panel is-active\" data-tab=\"desktop\"\u003e\n\u003ch2 id=\"h_01KNA9RW8D7SRK9HACR8J76HW8\"\u003eExport Summary\u003c/h2\u003e\n\u003cdiv class=\"hc-video hc-video--background\" style=\"margin-bottom: 32px;\"\u003e\n        \u003ciframe class=\"js-vimeo-video\" src=\"https://player.vimeo.com/video/1200608142?autoplay=1\u0026amp;loop=1\u0026amp;muted=1\u0026amp;background=1\" frameborder=\"0\" allow=\"autoplay; fullscreen\"\u003e\n  \u003c/iframe\u003e\n      \u003c/div\u003e\n\u003cp\u003eExport the full conversation summary to use in other documents, platforms, or workflows. \u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e9eacc71e8c3a1f8b25fbd6f1fbe1ff23\"\u003e\n\u003cp\u003eOpen the conversation, then click the \u003cstrong\u003eExport icon \u003c/strong\u003e(or select \u003cstrong\u003eExport audio \u0026amp; text \u003c/strong\u003efrom the \u003cstrong\u003ethree-dot menu\u003c/strong\u003e).\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41161073087255\" width=\"2203\" height=\"878\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e2d7a3f09dc14d1f575e545ce4a2883ec\"\u003e\n\u003cp\u003eSelect the file format and summary options in the export dialog, then click \u003cstrong\u003eExport\u003c/strong\u003e.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eThe available summary options (Overview, Action Items, Insights, Outlines, Custom Prompt) depend on the applied template. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/31402572907415\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCustomize your template\u003c/a\u003e to show specific summary export options. \u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41161067218839\" width=\"1126\" height=\"859\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e9d3ad1a95887b0fa945dd9ae7d4ea349\"\u003e\n\u003cp\u003eThe file will be downloaded to your device.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41161073088535\" width=\"2184\" height=\"1192\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eManage the default download location setting in your browser. For the desktop app, you'll be prompted to select your download location. \u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KTWG4DJKR17Y78EBK2F9Q8MN\"\u003e\n\u003cspan class=\"acc-title\"\u003eBulk export summaries\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eLearn how to bulk export multiple conversation summaries\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYou can bulk export conversation summaries. Sharing permissions apply if exporting a shared conversation. Select the conversations, then click \u003cstrong\u003eExport\u003c/strong\u003e. \u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41161067219991\" width=\"1990\" height=\"1096\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KTWA7XFC40Y7HE2047EJCVZR\"\u003e\n\u003cspan class=\"acc-title\"\u003eCopy Summary\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eCopy the full summary\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eOpen the conversation and click \u003cstrong\u003eCopy summary\u003c/strong\u003e. This copies the Overview, Action Items, Insights, Outline, and Custom Prompt, which you can then paste or share.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503855762071\" width=\"1569\" height=\"933\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eTip: \u003c/strong\u003eManage your summary items through your \u003ca href=\"https://help.otter.ai/hc/en-us/articles/31402572907415\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ecustom meeting template\u003c/a\u003e.\u003c/div\u003e\n\u003ch3 id=\"h_01KTWDAGJF0FVY3CJTW91KHXPK\"\u003eCopy and paste summary example\u003c/h3\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41161067220759\" width=\"1945\" height=\"1057\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KNA9VH4BDEJXRSG7EBWZ75NW\"\u003e\n\u003cspan class=\"acc-title\"\u003eCopy Action Items\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eCopy only the action items from the summary\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eCopy all action items by clicking the three dots and selecting \u003cstrong\u003eCopy all action items.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503877419287\" width=\"1565\" height=\"924\"\u003e\u003c/p\u003e\n\u003cp\u003eTo copy an individual one, hover over an action item and click \u003cstrong\u003eCopy action item. \u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503877421975\" width=\"762\" height=\"292\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KRY7TRKC864D3ZHMDYJP1ABS\"\u003e\n\u003cspan class=\"acc-title\"\u003eCopy Insights\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eCopy only the insights from the summary\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eCopy all insights by clicking the \u003cstrong\u003e3-dots\u003c/strong\u003e and selecting \u003cstrong\u003eCopy text.\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/40563314850455\" width=\"2673\" height=\"1028\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003cdiv class=\"otter-device-tabs__panel\" data-tab=\"mobile\"\u003e\n\u003ch2 id=\"h_01KNAAEXWWZZWCRCRDXZPPSYV1\"\u003eMobile\u003c/h2\u003e\n\u003cp\u003eExport summary is not yet available on mobile. Use the web browser or the desktop app to export the summary. Open the conversation, tap the \u003cstrong\u003eSummary\u003c/strong\u003e tab, then tap the \u003cstrong\u003ethree-dot menu\u003c/strong\u003e and select \u003cstrong\u003eCopy summary\u003c/strong\u003e.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eThe \u003cstrong\u003eCopy summary \u003c/strong\u003eoption only appears on the \u003cstrong\u003eSummary \u003c/strong\u003etab.\u003c/div\u003e\n\u003cp\u003e \u003cimg src=\"https://help.otter.ai/hc/article_attachments/41161073090199\" width=\"653\" height=\"1331\"\u003e\u003c/p\u003e\n\u003ch3 id=\"h_01KTWDAPXK90B7Y4WDGS80FK3Y\"\u003eCopy and paste summary example\u003c/h3\u003e\n\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1860/1616; width: 81.93%;\" src=\"https://help.otter.ai/hc/article_attachments/41161073090839\" width=\"1860\" height=\"1616\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003c/div\u003e\u003ch2 id=\"h_01KNAA0C762NT6DTAHPTVK0WV7\" data-faqs-heading=\"true\"\u003eFAQs\u003c/h2\u003e\u003cdiv data-toc-skip-children=\"true\"\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"accordion\" id=\"h_01KNAA0WC27Y1DJQG1MX09Q640\"\u003eCan I copy only the Outline? \u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eThe Outline doesn't have a dedicated copy button. Use \u003cstrong\u003ecopy summary\u003c/strong\u003e, paste it into another document, then select and copy just the Outline section.\u003c/p\u003e\n\u003cp\u003eAlternatively, you can highlight any copy text. \u003cimg src=\"https://help.otter.ai/hc/article_attachments/41161073092247\" width=\"1678\" height=\"705\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KNAAQN5TC3X6H5JW0CN8RBCF\"\u003eCan I copy only the Overview?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eThe Overview doesn’t have a dedicated copy button, but you can click into the field to highlight and copy the text.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/39503939882775\" width=\"1581\" height=\"867\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KTWDFJB2KH3XH7PNTT7M6JHP\"\u003eWhy am I missing some export summary options?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eThe summary options available in the \u003cstrong\u003eExport dialog\u003c/strong\u003e are determined by the template applied to the conversation. Only summary sections that are enabled in the selected template—such as Overview, Action Items, Insights, Outline, or Custom Prompt—will appear as export options.\u003c/p\u003e\n\u003cp\u003eIf an expected summary option is missing, check the template settings to confirm that the corresponding section is enabled. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/31402572907415\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about managing your custom meeting templates\u003c/a\u003e.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ebd6b221ad5116af083e9da36343ed5b3\"\u003eOverview\u003c/li\u003e\n\u003cli data-list-item-id=\"e6ac3cefc2325d462acef3b371d67cd7b\"\u003eAction Items\u003c/li\u003e\n\u003cli data-list-item-id=\"e7179d6170228a1983f4c88845e2c8403\"\u003eInsights\u003c/li\u003e\n\u003cli data-list-item-id=\"e29911249731d4671b4af765532e3bd21\"\u003eOutlines\u003c/li\u003e\n\u003cli data-list-item-id=\"e95592ec1f5dd11dcc39d3463ef1d1ff2\"\u003eCustom Prompt\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41161067223319\" width=\"2624\" height=\"929\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KTWFSC58XRMKAB5JV2ZP4WNE\"\u003eWhy is my downloaded file missing?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eThe download location is determined by your browser. Manage your default download location through your browser settings. \u003c/p\u003e\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e","user_segment_ids":[],"snippet":" Bulk \u003cem\u003eexport\u003c/em\u003e summaries Learn how to bulk \u003cem\u003eexport\u003c/em\u003e multiple conversation summaries You can bulk \u003cem\u003eexport\u003c/em\u003e conversation","result_type":"article"},{"id":26281650342551,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/26281650342551.json","html_url":"https://help.otter.ai/hc/en-us/articles/26281650342551-Exporting-conversations-and-Takeaways-in-Channels","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":-8,"vote_count":22,"upvote_count":7,"downvote_count":15,"section_id":360008279273,"created_at":"2024-09-10T20:43:37Z","updated_at":"2026-08-10T13:15:51Z","name":"Exporting conversations and Takeaways in Channels","title":"Exporting conversations and Takeaways in Channels","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2024-09-11T20:15:50Z","user_segment_id":null,"permission_group_id":3069674,"content_tag_ids":["01GXVNXW5KFQF90X3KN7EXREP9","01GXYHM0QTJADQ3XJB7WPCM78T"],"label_names":["bulk export","bulk export audio missing","export in dms","export in channels","export in direct messages","how to export","how to bulk export","export is missing","docx","word","microsoft word","export takeaways","export audio","export conversation","pdf","txt","ms word"],"body":"\u003cp\u003eYou can \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13829342669079\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ebulk export\u003c/a\u003e conversations and Takeaways in \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360049379794\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eChannels\u003c/a\u003e. To bulk export, follow the steps below to navigate to the export page.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eBulk selecting and exporting are not available directly on the Channel page. You will need to go through this method to access the bulk exporting option. \u003c/div\u003e\n\u003col\u003e\n\u003cli\u003eClick on the Channel settings (with the user profiles) in the upper right corner.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/26282362709655\" alt=\"channel profile.png\"\u003e\n\u003c/li\u003e\n\u003cli\u003eClick the \u003cstrong\u003eSettings \u003c/strong\u003etab and select \u003cstrong\u003eBulk Select.\u003cbr\u003e\u003c/strong\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/26282385028247\" alt=\"settings bulk select.png\"\u003e\n\u003c/li\u003e\n\u003cli\u003eThe Channel will switch to the bulk select page. Continue with the \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13829342669079\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ebulk exporting process\u003c/a\u003e.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/26282362716695\" alt=\"bulk select page.png\"\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eBulk exporting audio is not available in Channels or Direct Messages at this time. We hope to bring this feature in future updates. You can still \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13828318539031\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eexport audio through the conversation page\u003c/a\u003e or bulk export through the \u003ca href=\"https://otter.ai/all-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eAll Conversations\u003c/a\u003e page, which includes recordings that you own and ones that have been shared with you. \u003c/div\u003e\n\u003ch2 id=\"h_01J7EVWW0X2H9RJKJNCJ6C1CAB\"\u003eFAQs\u003c/h2\u003e\n\u003ch2 id=\"h_01J7EW9DRMFV4A9T1PJCKF8XHT\" class=\"accordion\"\u003eCan I bulk export audio in Channels?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cul\u003e\n\u003cli\u003eNo. \u003c/li\u003e\n\u003cli\u003eBulk exporting audio is not available in Channels at this time. The option will not appear in the export pop-up when exporting in Channels.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/26282461944983\" alt=\"audio missing.png\" width=\"431\" height=\"306\"\u003e\n\u003c/li\u003e\n\u003cli\u003eWe hope to add the bulk exporting audio option to Channels in future updates.\u003c/li\u003e\n\u003cli\u003eYou can still \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13828318539031\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eexport the audio through the conversation page\u003c/a\u003e or bulk export through the \u003ca href=\"https://otter.ai/all-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eAll Conversations\u003c/a\u003e page, which includes recordings that you own and ones that have been shared with you. \u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e","user_segment_ids":[],"snippet":"bulk \u003cem\u003eexport\u003c/em\u003e conversations and Takeaways in Channels. To bulk \u003cem\u003eexport\u003c/em\u003e, follow the steps below to navigate to the \u003cem\u003eexport\u003c/em\u003e page","result_type":"article"},{"id":13829342669079,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/13829342669079.json","html_url":"https://help.otter.ai/hc/en-us/articles/13829342669079-Bulk-export-conversations-audio-or-Takeaways","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":6,"vote_sum":-24,"vote_count":96,"upvote_count":36,"downvote_count":60,"section_id":360008279273,"created_at":"2023-04-14T01:14:13Z","updated_at":"2026-10-26T18:50:56Z","name":"Bulk export conversations, audio, or Takeaways","title":"Bulk export conversations, audio, or Takeaways","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2024-09-11T20:11:43Z","user_segment_id":null,"permission_group_id":3069654,"content_tag_ids":["01GXVNXRJB82R90J7PR2E23JA4","01GXVNXW5KFQF90X3KN7EXREP9","01GXYHM0QTJADQ3XJB7WPCM78T","01GXYHM7DYXK1858NVVBPK32QD","01GXYKC4JGXMRER442VX0J4B1J"],"label_names":["export","bulk export","audio","conversation","takeaways","transcript","channel export","bulk export audio missing","can't bulk export audio","export direct message"],"body":"\u003cp\u003eBulk export multiple \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047733634\" target=\"_blank\" rel=\"noopener\"\u003econversations\u003c/a\u003e, conversation \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13828318539031\" target=\"_blank\" rel=\"noopener\"\u003eaudio\u003c/a\u003e, or \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13827822615191\" target=\"_blank\" rel=\"noopener\"\u003eTakeaways\u003c/a\u003e with a few clicks. \u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003ePlan: \u003c/strong\u003eThe bulk export feature is only available on the \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener\"\u003eOtter Business\u003c/a\u003e and \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener\"\u003eEnterprise\u003c/a\u003e plans.\u003c/div\u003e\n\u003cul\u003e\n\u003cli\u003e\u003ca href=\"#h_01GY0DAPQZTG6TG22B87N2TBKD\" target=\"_self\"\u003e\u003cstrong\u003eWeb browser export steps\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#h_01GY0DATQJ5JDTZEDX1DRVG5J7\" target=\"_self\"\u003e\u003cstrong\u003eMobile export steps\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"#h_01J7EKJ7506YG3Z3358VTV828Z\"\u003e\u003cstrong\u003eFAQs\u003c/strong\u003e\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"h_01GY0DAPQZTG6TG22B87N2TBKD\"\u003eWeb browser export steps\u003c/h2\u003e\n\u003col\u003e\n\u003cli\u003eNavigate to \u003ca href=\"https://otter.ai/my-notes\" target=\"_blank\" rel=\"noopener\"\u003e\u003cstrong\u003eMy Conversations\u003c/strong\u003e\u003c/a\u003e,\u003cstrong\u003e \u003c/strong\u003ethe \u003cstrong\u003e\u003ca href=\"https://otter.ai/group\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eChannels\u003c/a\u003e\u003c/strong\u003e, the \u003cstrong\u003e\u003ca href=\"https://otter.ai/direct-messages\" target=\"_blank\" rel=\"noopener\"\u003eDirect Message\u003c/a\u003e\u003c/strong\u003e, or the \u003cstrong\u003e\u003ca href=\"https://otter.ai/folder\" target=\"_blank\" rel=\"noopener\"\u003eFolder\u003c/a\u003e \u003c/strong\u003ewhere the transcripts are located, that you want to export.\u003cbr\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eBulk exporting audio is not available in Channels or Direct Messages at this time. We hope to bring this feature in future updates. You can still \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13828318539031\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eexport the audio through the conversation page\u003c/a\u003e.\u003c/div\u003e\n\u003c/li\u003e\n\u003cli\u003eSelect all or select the individual conversations you want to export by using the checkboxes. \u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/26280044455959\" alt=\"select infographic.png\" width=\"556\" height=\"383\"\u003e\u003cbr\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eThe 'Select all' checkbox option will not show until you select at least one conversation. \u003c/div\u003e\n\u003c/li\u003e\n\u003cli\u003eClick the \u003cstrong\u003eExport \u003c/strong\u003eicon at the top.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/26280029162007\" alt=\"select and export.png\" width=\"428\" height=\"425\"\u003e\n\u003c/li\u003e\n\u003cli\u003eSelect the format(s) and additional settings. Click \u003cstrong\u003eExport. \u003c/strong\u003e\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/26280044463511\" alt=\"export.png\" width=\"582\" height=\"422\"\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cspan\u003eThe bulk export process will begin. \u003c/span\u003eYou will receive an email with a link to download the ZIP file containing all of your transcripts once it's ready.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/26280044466071\" alt=\"bulk export email.png\" width=\"575\" height=\"274\"\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch2 id=\"h_01GY0DATQJ5JDTZEDX1DRVG5J7\"\u003e\u003cstrong\u003eMobile export steps\u003c/strong\u003e\u003c/h2\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eTakeaways cannot be exported on the mobile app. To export or bulk export Takeaways, \u003ca href=\"https://otter.ai/signin\" target=\"_blank\" rel=\"noopener\"\u003esign into the web browser\u003c/a\u003e version of Otter.\u003c/div\u003e\n\u003col\u003e\n\u003cli\u003eClick on the icons next to the conversations to select them.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/26280029168023\" alt=\"mobile export selection 1.png\" width=\"90\" height=\"90\"\u003e\n\u003c/li\u003e\n\u003cli\u003eClick the \u003cstrong\u003e3 dots \u003c/strong\u003eand select \u003cstrong\u003eBulk\u003c/strong\u003e \u003cstrong\u003ee\u003c/strong\u003e\u003cstrong\u003export. \u003c/strong\u003e\n\u003c/li\u003e\n\u003cli\u003eSelect the format and continue with additional settings.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eContinue\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eThe files will be exportable to your device. \u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/26280044473239\" alt=\"bulk_export_mobile.gif\" width=\"208\" height=\"419\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eAdblockers can prevent exports from working properly. If you are experiencing any issues, please disable your Adblocker to export your files.\u003c/div\u003e\n\u003cp\u003eOnce you have exported, you can save the file to your local storage or export to any of the available apps in the menu. The menu options will be based on your device. Please refer to your iOS or Android device. \u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/26280044474903\" alt=\"save to files.png\" width=\"266\" height=\"447\"\u003e\u003c/p\u003e\n\u003ch2 id=\"h_01J7EKJ7506YG3Z3358VTV828Z\"\u003eFAQs\u003c/h2\u003e\n\u003ch2 id=\"h_01J7EMW9RZRT32EWYZB05AN562\" class=\"accordion\"\u003eCan I bulk export audio in Channels or Direct Messages?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cul\u003e\n\u003cli\u003eNo. \u003c/li\u003e\n\u003cli\u003eBulk exporting audio is not available in Channels or Direct Messages at this time. The export pop-up will not have the audio option in Channels or Direct Messages. \u003cbr\u003e\u003cimg style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\" src=\"https://help.otter.ai/hc/article_attachments/26280044482455\" alt=\"audio not available.png\" width=\"387\" height=\"275\"\u003e\n\u003c/li\u003e\n\u003cli\u003eWe hope to add exporting audio to Channels and Direct Messages in future updates. \u003c/li\u003e\n\u003cli\u003eYou can still \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13828318539031\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eexport the audio through the conversation page\u003c/a\u003e or bulk export through the \u003ca href=\"https://otter.ai/all-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eAll Conversations\u003c/a\u003e page, which includes recordings that you own and ones that have been shared with you. \u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003ch2 id=\"h_01J7EMWEWFRNWYXXM6EKJ0AY2N\" class=\"accordion\"\u003e\u003cspan\u003eI clicked 'Select all', but it did not bulk export all conversations in my account. How do I bulk export all conversations in my account?\u003c/span\u003e\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003e'Select all' will only select the conversations loaded on the current page. \u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/26280029199127\" alt=\"select all.png\" width=\"284\" height=\"194\"\u003e\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003eTo bulk export all conversations in your account, scroll down and load all conversations on the page. Once loaded, click 'Select all'. \u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003e\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003eNote:\u003c/span\u003e\u003c/strong\u003e\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003e Our team is working on improving the exporting function. Stay tuned for future updates!\u003c/span\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003cp\u003e \u003c/p\u003e","user_segment_ids":[],"snippet":"Mobile \u003cem\u003eexport\u003c/em\u003e steps Note: Takeaways cannot be \u003cem\u003eexported\u003c/em\u003e on the mobile app. To \u003cem\u003eexport\u003c/em\u003e or bulk \u003cem\u003eexport\u003c/em\u003e Takeaways, sign","result_type":"article"},{"id":13827822615191,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/13827822615191.json","html_url":"https://help.otter.ai/hc/en-us/articles/13827822615191-Export-Highlights-and-Comments","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":3,"vote_sum":-45,"vote_count":71,"upvote_count":13,"downvote_count":58,"section_id":360008279273,"created_at":"2023-04-14T00:11:29Z","updated_at":"2026-09-27T08:44:38Z","name":"Export Highlights and Comments","title":"Export Highlights and Comments","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-07-17T20:26:26Z","user_segment_id":null,"permission_group_id":3069654,"content_tag_ids":["01GXVNXW5KFQF90X3KN7EXREP9","01GXYHM0QTJADQ3XJB7WPCM78T","01GXYHM7DYXK1858NVVBPK32QD","01GXYKC4JGXMRER442VX0J4B1J"],"label_names":["export","conversation","takeaways","transcript"],"body":"\u003cp\u003eExport a text (TXT) file with a summary of your conversation highlights and comments. \u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eNavigate to your selected conversation.\u003c/li\u003e\n\u003cli\u003eClick the \u003cstrong\u003e3-dot menu \u003c/strong\u003ein the top right and select \u003cstrong\u003eExport.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/33544928983959\" alt=\"3 dot menu export.png\" width=\"362\" height=\"258\"\u003e\u003cbr\u003e\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli\u003eToggle the \u003cstrong\u003eHighlights and Comments \u003c/strong\u003eoption. You can also toggle any other option for exporting the \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047733634\" target=\"_blank\" rel=\"noopener\"\u003eTranscript\u003c/a\u003e or \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13828318539031\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eAudio\u003c/a\u003e.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/33544928985111\" alt=\"highlights and comments.png\" width=\"472\" height=\"357\"\u003e\n\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eExport \u003c/strong\u003eto save the file to your device.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/33544928985751\" alt=\"export.png\" width=\"95\" height=\"67\"\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eThe file will be exported to your browser's default download location.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/33544867647383\" alt=\"highlights and comments exported.png\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003eTip: \u003c/strong\u003e\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003eLearn more about the \u003ca href=\"https://help.otter.ai/hc/en-us/articles/5093228433687\" target=\"_blank\" rel=\"noopener noreferrer\"\u003econversation page features and overview\u003c/a\u003e.\u003c/span\u003e\n\u003c/div\u003e\n\u003ch3 id=\"h_01K0CSMX51FE4HKKFSGVJ214MJ\"\u003eExport setting not available\u003c/h3\u003e\n\u003cp\u003eIf the conversation has no highlights or comments, the export setting will be grayed out. There will be no option to toggle on this setting. \u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/33544928988311\" alt=\"highlights and comments-2.png\"\u003e\u003c/p\u003e\n\u003ch2 id=\"h_01K0CSJEQMM11M4WQ6DEPAXWCK\"\u003eFAQs\u003c/h2\u003e\n\u003ch2 id=\"h_01K0CSQK64ETPK86FG62FWF27F\" class=\"accordion\"\u003eCan I export highlights and comments in formats other than TXT? \u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cul\u003e\n\u003cli\u003eNo. \u003c/li\u003e\n\u003cli\u003eWe currently only support exporting highlights and comments in TXT format at this time. We hope to support more file format options in the future. \u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/33544928989207\" alt=\"highlights and comments-1.png\" width=\"388\" height=\"267\"\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cp\u003e \u003c/p\u003e","user_segment_ids":[],"snippet":"select \u003cem\u003eExport\u003c/em\u003e. Toggle the Highlights and Comments option. You can also toggle any other option for \u003cem\u003eexporting\u003c/em\u003e the Transcript","result_type":"article"},{"id":11742706003735,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/11742706003735.json","html_url":"https://help.otter.ai/hc/en-us/articles/11742706003735-Create-captions-subtitles-for-your-video","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":7,"vote_sum":19,"vote_count":67,"upvote_count":43,"downvote_count":24,"section_id":360008279273,"created_at":"2023-01-18T00:35:57Z","updated_at":"2026-07-28T09:58:00Z","name":"Create captions \u0026 subtitles for your video ","title":"Create captions \u0026 subtitles for your video ","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2023-04-14T01:50:56Z","user_segment_id":null,"permission_group_id":3069654,"content_tag_ids":["01GXVNXW5KFQF90X3KN7EXREP9","01GXYHM0QTJADQ3XJB7WPCM78T","01GXYKC4JGXMRER442VX0J4B1J"],"label_names":["caption","export","conversation","transcript","subtitles","srt"],"body":"\u003cp\u003e\u003cspan\u003eOtter conversations can be easily turned into captions or subtitles by exporting your conversation as an SRT file. Captioning or subtitles are great tools for improving accessibility and providing a better viewing experience. While SRT is a widely supported format, please check that your program is compatible with SRT files. \u003c/span\u003e\u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e The SRT export option is only available on the \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener\"\u003eOtter paid plans\u003c/a\u003e.\u003c/div\u003e\n\u003ch2\u003eCreate an SRT file in Otter\u003c/h2\u003e\n\u003cp\u003eOnce your \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048269733\" target=\"_blank\" rel=\"noopener\"\u003erecorded\u003c/a\u003e or \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047733574\" target=\"_blank\" rel=\"noopener\"\u003eimported\u003c/a\u003e conversation has finished processing, you can \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047731754\" target=\"_blank\" rel=\"noopener\"\u003eedit the text \u003c/a\u003ewithin Otter before exporting. If you need to make larger edits, such as deleting or adding additional text, we recommend exporting the conversation first as an SRT file. \u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eNavigate to the conversation you want to export. \u003c/li\u003e\n\u003cli\u003eClick the \u003cstrong\u003e3 dots\u003c/strong\u003e in the upper corner and select \u003cstrong\u003eExport.\u003cbr\u003e\u003c/strong\u003e\u003cimg style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\" src=\"https://help.otter.ai/hc/article_attachments/11742320983063\" alt=\"export.png\" width=\"316\" height=\"371\"\u003e\n\u003c/li\u003e\n\u003cli\u003eMake sure \u003cstrong\u003eTranscript \u003c/strong\u003eis toggled on and select \u003cstrong\u003esrt \u003c/strong\u003eas the 'File format'. Adjust any other options you need, such as speaker names or line breaks. Select \u003cstrong\u003eExport \u003c/strong\u003ewhen ready. \u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/11742363812247\" alt=\"export_settings.png\" width=\"330\" height=\"468\"\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eYour SRT file is now ready to be uploaded to your video editing program or video platform as captions or subtitles. You can preview the SRT by opening the file in a text editor. \u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/11742516430231\" alt=\"preview.png\" width=\"213\" height=\"231\"\u003e\u003c/p\u003e\n\u003ch2\u003eUpload your Otter SRT file to your video program or platform\u003c/h2\u003e\n\u003cp\u003eYou have the option to upload your SRT file to many programs and video platforms. While SRT is a widely supported format, \u003cspan\u003eplease check that your program is compatible with SRT files. \u003c/span\u003e\u003cspan\u003e\u003c/span\u003e\u003c/p\u003e\n\u003cdiv class=\"accordion\"\u003e\n\u003cp\u003eUpload SRT file to YouTube\u003c/p\u003e\n\u003c/div\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003ch3\u003e\u003cspan\u003eUpload SRT file to YouTube\u003c/span\u003e\u003c/h3\u003e\n\u003cp\u003e\u003cspan\u003eFollow \u003ca href=\"https://support.google.com/youtube/answer/2734796?hl=en\" target=\"_blank\" rel=\"noopener\"\u003eYouTube's instructions\u003c/a\u003e on adding captions and subtitles. \u003c/span\u003e\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003e\u003cspan\u003eImport your video file to YouTube and follow their instructions for video uploads.\u003c/span\u003e\u003c/li\u003e\n\u003cli\u003e\n\u003cspan\u003eOn the \u003cstrong\u003eVideo details \u003c/strong\u003etab, click \u003cstrong\u003eAdd \u003c/strong\u003ein the \u003cstrong\u003eAdd subtitles \u003c/strong\u003esection.\u003cbr\u003e\u003c/span\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/11743526950295\" alt=\"youtube_add_subtitles.png\" width=\"539\" height=\"293\"\u003e\n\u003c/li\u003e\n\u003cli\u003eSelect the first option, \u003cstrong\u003eUpload file. \u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/11743684201367\" alt=\"youtube_import_srt_file.png\" width=\"494\" height=\"277\"\u003e\u003cbr\u003e\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli\u003eSelect the time option that best suits your SRT file and select \u003cstrong\u003eCONTINUE.\u003c/strong\u003e\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/11743598573079\" alt=\"youtube_subtitle_timing.png\" width=\"354\" height=\"210\"\u003e\n\u003c/li\u003e\n\u003cli\u003eLocate the SRT file and upload to YouTube. Once uploaded, you have the option to edit the captions text and timestamps further.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/11743694237975\" alt=\"youtube_edit_subtitles.png\" width=\"412\" height=\"322\"\u003e\n\u003c/li\u003e\n\u003cli\u003eWhen finished, click blue \u003cstrong\u003eDone \u003c/strong\u003ebutton.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/11743925553559\" alt=\"youtube_done.png\" width=\"133\" height=\"80\"\u003e\n\u003c/li\u003e\n\u003cli\u003eFollow YouTube's instructions to complete the video upload process.\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003cdiv class=\"accordion\"\u003e\n\u003cp\u003eImport the SRT file into Adobe Premiere\u003c/p\u003e\n\u003c/div\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003ch3\u003e\u003cspan\u003eImport the SRT file into Adobe Premiere\u003c/span\u003e\u003c/h3\u003e\n\u003cp\u003e\u003cspan\u003eFollow \u003ca href=\"https://www.adobe.com/creativecloud/video/discover/add-subtitles-to-video.html\" target=\"_blank\" rel=\"noopener\"\u003eAdobe's instructions\u003c/a\u003e for importing and editing captions/subtitles in Adobe Premiere.\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003e \u003c/p\u003e\n\u003cp\u003e \u003c/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003cbr\u003e\u003c/p\u003e\n\u003cp\u003e \u003c/p\u003e\n\u003c/div\u003e","user_segment_ids":[],"snippet":"before \u003cem\u003eexporting\u003c/em\u003e. If you need to make larger edits, such as deleting or adding additional text, we recommend \u003cem\u003eexporting\u003c/em\u003e the conversation","result_type":"article"},{"id":360047733574,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/360047733574.json","html_url":"https://help.otter.ai/hc/en-us/articles/360047733574-Import-an-audio-or-video-file","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":1,"vote_sum":929,"vote_count":2237,"upvote_count":1583,"downvote_count":654,"section_id":360008279273,"created_at":"2020-05-14T04:15:55Z","updated_at":"2026-10-27T15:11:20Z","name":"Import an audio or video file","title":"Import an audio or video file","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-26T04:55:16Z","user_segment_id":null,"permission_group_id":4418888813975,"content_tag_ids":["01GXVNXW5KFQF90X3KN7EXREP9"],"label_names":["upload","import","vowel","shutting down","migration","file format","can I import","can i upload","how to import","my own file","import file","support importing","how to upload","custom file"],"body":"\u003cp\u003eOtter lets you import audio and video files from your computer or mobile device for automatic transcription. Once uploaded, Otter processes the recording to generate a transcript, AI-powered summaries, action items, outlines, and other meeting notes. You can also apply meeting templates to imported conversations to generate additional AI content.\u003c/p\u003e\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Each imported file can be up to \u003cstrong\u003e5 GB\u003c/strong\u003e in size and counts toward your \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eplan’s transcription and recording limits\u003c/a\u003e. If you experience upload issues with a large file, see our article on \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360051342914\" target=\"_blank\" rel=\"noopener noreferrer\"\u003etroubleshooting import errors\u003c/a\u003e.\u003c/div\u003e\u003cp\u003eOtter supports the following file formats:\u003c/p\u003e\u003cfigure class=\"wysiwyg-table\" style=\"width: 100%;\"\u003e\u003ctable class=\"wysiwyg-table-resized\" style=\"border-collapse: collapse;\"\u003e\n\u003ccolgroup\u003e\n\u003ccol style=\"width: 50%;\"\u003e\n\u003ccol style=\"width: 50%;\"\u003e\n\u003c/colgroup\u003e\n\u003cthead\u003e\u003ctr\u003e\n\u003cth style=\"border-bottom: 2px solid #ddd; padding: 10px; text-align: left;\"\u003eAudio formats\u003c/th\u003e\n\u003cth style=\"border-bottom: 2px solid #ddd; padding: 10px; text-align: left;\"\u003eVideo formats\u003c/th\u003e\n\u003c/tr\u003e\u003c/thead\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; text-align: left;\"\u003eAAC (.m4p)\u003c/td\u003e\n\u003ctd style=\"padding: 10px; text-align: left;\"\u003eAVI\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; text-align: left;\"\u003eMP3\u003c/td\u003e\n\u003ctd style=\"padding: 10px; text-align: left;\"\u003eMOV (QuickTime)\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; text-align: left;\"\u003eM4A (including Apple Voice Memos)\u003c/td\u003e\n\u003ctd style=\"padding: 10px; text-align: left;\"\u003eMPEG\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; text-align: left;\"\u003eWAV\u003c/td\u003e\n\u003ctd style=\"padding: 10px; text-align: left;\"\u003eMP4\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; text-align: left;\"\u003eWMA\u003c/td\u003e\n\u003ctd style=\"padding: 10px; text-align: left;\"\u003eWMV\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 10px; text-align: left;\"\u003eOGG\u003c/td\u003e\n\u003ctd style=\"padding: 10px; text-align: left;\"\u003eMPG, MKV, M4P, 3GP\u003c/td\u003e\n\u003c/tr\u003e\n\u003c/tbody\u003e\n\u003c/table\u003e\u003c/figure\u003e\u003cdiv class=\"otter-device-tabs\"\u003e\n\u003cdiv class=\"otter-device-tabs__nav\"\u003e\n\u003cbutton class=\"otter-device-tab is-active\" data-tab=\"desktop\" type=\"button\"\u003e\n      💻 Desktop/Web\n    \u003c/button\u003e \u003cbutton class=\"otter-device-tab\" data-tab=\"mobile\" type=\"button\"\u003e\n      📱 Mobile\n    \u003c/button\u003e\n\u003c/div\u003e\n\u003cdiv class=\"otter-device-tabs__panel is-active\" data-tab=\"desktop\"\u003e\n\u003ch2 id=\"h_01J09W5MZ5R5JQFKCKZ8A5VVVK\"\u003eImport files \u003c/h2\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eTip:\u003c/strong\u003e If you are importing a large file, we recommend that you make sure your computer does not hibernate or go to sleep, as this can cause issues during the upload. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360051342914\" target=\"_self\"\u003eLearn more about importing a large file\u003c/a\u003e.\u003c/div\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"ea2e963cc31282eea856f741a35b28646\"\u003e\n\u003cp\u003eOn the \u003ca href=\"https://otter.ai/home\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehomepage\u003c/a\u003e, click \u003cstrong\u003eImport \u003c/strong\u003ein the upper right and select \u003cstrong\u003eBrowse\u003c/strong\u003e.\u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003ePlan: \u003c/strong\u003eOn the \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eBusiness or higher plans\u003c/a\u003e, you can import directly from \u003cstrong\u003eDropbox\u003c/strong\u003e.\u003cstrong\u003e \u003c/strong\u003e\n\u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41506709930135\" width=\"1583\" height=\"934\"\u003e\u003cbr\u003e \u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ec21906e3e7c7997a9de49c170d8ba225\"\u003e\n\u003cp\u003eBrowse or drag the file you would like to import.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41506709930263\" width=\"1181\" height=\"660\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e824c9de9524b6cc6582067eb90a56485\"\u003eThe file will begin uploading.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41506709930391\" width=\"2572\" height=\"862\"\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e2f11cc1d577bab017d6c8efbb7457dd7\"\u003e\n\u003cp\u003eOnce uploading is complete, Otter will begin transcribing the file. You can close the pop-up and continue using Otter as usual. Track the progress in the lower left corner. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048322493\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about processing times\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41506709930775\" width=\"1966\" height=\"799\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e2494567e7eaf73ccf5cd58a8a90cb9c1\"\u003e\n\u003cp\u003eThe transcript will be ready to view once the conversion has finished processing. \u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41506662136471\" width=\"1574\" height=\"932\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003cdiv class=\"otter-device-tabs__panel\" data-tab=\"mobile\"\u003e\n\u003ch2 id=\"h_01J09W5MZ50ZQ89QH30YJ8D4ZV\"\u003eImport on mobile\u003c/h2\u003e\n\u003cp\u003eYou can import through the \u003ca href=\"https://apps.apple.com/us/app/otter-transcribe-voice-notes/id1276437113\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eiOS\u003c/a\u003e or \u003ca href=\"https://play.google.com/store/apps/details?id=com.aisense.otter\u0026amp;hl=en_US\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eAndroid\u003c/a\u003e Otter mobile app.\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"ea15cf41697e82da72747cf52150bbe54\"\u003e\n\u003cp\u003eTap the \u003cstrong\u003eplus (+) button\u003c/strong\u003e in the top right and then select \u003cstrong\u003eImport audio or video file\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41506662136599\" width=\"653\" height=\"1331\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e27c58fdc9c4aee69dcf2d4fbb6acf8f0\"\u003e\n\u003cp\u003eSelect your file and open it.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41506662136983\" width=\"653\" height=\"1331\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e2458f127f896f865f034e14d153f57e1\"\u003e\n\u003cp\u003eYou can track the upload progress in the tracker at the top.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41506662137367\" width=\"653\" height=\"1331\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e5e4557c1d142dd80ca060112cdca1c58\"\u003e\n\u003cp\u003eOnce the file uploads, it will begin processing. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048322493\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about processing times\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41506709932055\" width=\"2668\" height=\"1702\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e68a311644f1ffd778f990990091d55ac\"\u003eThe transcript will be ready to view once it's finished processing. \u003c/li\u003e\n\u003c/ol\u003e\n\u003ch2 class=\"accordion\" id=\"h_01J09W5MZ56246BPTF7CB8X826\"\u003e\n\u003cspan class=\"acc-title\"\u003eImport a file from another application\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eYou can import from other apps such as Apple Voice Memo, Samsung Voice Recorder, voice app, and more\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYou can import audio and video files from a variety of applications and devices. The steps below use \u003cstrong\u003eApple Voice Memos\u003c/strong\u003e as an example, but the process is similar for most apps.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e The steps and interface may vary depending on your device and application. Refer to your device or application’s official documentation for the most up-to-date instructions on sharing files.\u003c/div\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e1b30e93042da0c06f7b86b04ac731ad6\"\u003eOpen the application you want to share from.\u003c/li\u003e\n\u003cli data-list-item-id=\"e9174133123527400b7f69a577d6f999e\"\u003e\n\u003cp\u003eShare the file and tap the \u003cstrong\u003eOtter app\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41506709932183\" width=\"653\" height=\"1331\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ee26164b65134af6933d1f8b69d2f545d\"\u003e\n\u003cp\u003eOptionally change the name, select where to share it (by default, it's saved to \u003cstrong\u003eMy Conversations\u003c/strong\u003e), then click \u003cstrong\u003eImport\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41506709932439\" width=\"653\" height=\"1331\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e3c2586cbaa714fd9a7a252be34e59c96\"\u003e\n\u003cp\u003eThe file will be successfully imported to Otter and will begin processing. After processing, the transcript can be viewed. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048322493\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about processing times\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41506662138263\" width=\"653\" height=\"1331\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003c/div\u003e\u003ch2 id=\"h_01KW11XEQMPAVEMR8MA637GTKG\"\u003eEmail notifications\u003c/h2\u003e\u003cp\u003eYou can optionally enable notifications for imported files in \u003ca href=\"https://otter.ai/setting/notifications\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eAccount Settings → Emails\u003c/strong\u003e\u003c/a\u003e\u003cstrong\u003e \u003c/strong\u003eor on the mobile app. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 3178/1710;\" src=\"https://help.otter.ai/hc/article_attachments/41506709932695\" width=\"3178\" height=\"1710\"\u003e\u003c/figure\u003e\u003cp\u003eYou'll receive an email notification once the file has finished processing and is ready to view. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1189/854;\" src=\"https://help.otter.ai/hc/article_attachments/41506662139031\" width=\"1189\" height=\"854\"\u003e\u003c/figure\u003e\u003ch2 id=\"h_01KH4J2WCJWY5AFCJZ37ZFXQ3S\" data-faqs-heading=\"true\"\u003eFAQs\u003c/h2\u003e\u003cdiv data-toc-skip-children=\"false\"\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"accordion\" id=\"h_01KW12XQA2DY7X5C91C4YXN93E\"\u003eWhat is the max file size I can import into Otter?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYou can import files up to \u003cstrong\u003e5 GB\u003c/strong\u003e in size. Your ability to import files is also subject to your \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eplan’s monthly transcription allowance and recording limits\u003c/a\u003e.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KW13M0GM09N0DTA867ZTZMW7\"\u003eHow long does it take for an imported file to process?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048322493\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about processing times\u003c/a\u003e.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KW13NH05FPSAXBWVQFTWC5ZE\"\u003eWhy won’t my file import?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eImport issues are commonly caused by:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e5aadbe96e01e3875889dc2914e432e87\"\u003eThe file exceeds the \u003cstrong\u003e5 GB\u003c/strong\u003e limit.\u003c/li\u003e\n\u003cli data-list-item-id=\"ef45a0acf824faf8faa79d5dd98f87281\"\u003eYour monthly transcription or recording limit has been reached.\u003c/li\u003e\n\u003cli data-list-item-id=\"e7d32e84dc8bb89aaaeb67a357603d5b7\"\u003eThe upload was interrupted by a poor internet connection or the device going to sleep.\u003c/li\u003e\n\u003cli data-list-item-id=\"e824f2d91100b9632a42863da95fc19d4\"\u003eThe file format is not supported.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KW13PS2XDEPBB32SYHNZZ9PJ\"\u003eCan I close Otter while my file is processing?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYes. Once the upload has completed, you can safely close the Otter app or browser. Processing continues on Otter’s servers until the transcript is ready.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KW13QFZ1WYB39N7E5K22Q78T\"\u003eWhy is my file taking a long time to upload?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eLarge files may take longer to upload depending on your internet connection. During the upload, keep the Otter app or browser open and prevent your computer or mobile device from going to sleep. Interrupting the upload may cause it to fail.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KW13QWM5DR10ZAQKPQVPY6Z7\"\u003eCan I import recordings from Apple Voice Memos, Samsung Voice Recorder, or other voice recorder apps?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYes. As long as the recording is saved in a supported audio or video format, you can share or upload it to Otter from most recording applications. The exact sharing steps vary by device and application.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KW13RKQHH957BVCZ96YZRSSZ\"\u003eCan I import multiple files at once?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYou can drag and drop multiple supported files into Otter from your computer to import them. Each file uploads and processes independently.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KW13S7RSPJCYNADGCDSS5F1V\"\u003eWhy didn’t Otter transcribe my file accurately?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eTranscript quality depends on the audio quality of the recording. Background noise, multiple speakers talking at once, poor microphone quality, or low recording volume can reduce transcription accuracy. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048322533\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about accuracy\u003c/a\u003e. \u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KW13VJ33AFRT3WJNBEWTP8YA\"\u003eWill Otter generate a summary, action items, and an outline for imported files?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYes. Once your file has finished processing, Otter automatically generates AI-powered meeting notes, including a summary, action items, and an outline (when available). You can also apply a \u003ca href=\"https://help.otter.ai/hc/en-us/articles/31402572907415\" target=\"_blank\" rel=\"noopener noreferrer\"\u003emeeting template\u003c/a\u003e to the imported conversation.\u003c/p\u003e\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e","user_segment_ids":[],"snippet":"your plan’s transcription and recording limits. If you \u003cem\u003eexperience\u003c/em\u003e upload issues with a large file, see our article on troubleshooting","result_type":"article"},{"id":360051342914,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/360051342914.json","html_url":"https://help.otter.ai/hc/en-us/articles/360051342914-Fix-problems-importing-files-to-Otter","author_id":405463210074,"comments_disabled":true,"draft":false,"promoted":true,"position":0,"vote_sum":-179,"vote_count":391,"upvote_count":106,"downvote_count":285,"section_id":360008279273,"created_at":"2020-07-21T23:51:58Z","updated_at":"2026-10-05T02:32:00Z","name":"Fix problems importing files to Otter","title":"Fix problems importing files to Otter","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2022-03-23T19:58:11Z","user_segment_id":null,"permission_group_id":3069654,"content_tag_ids":[],"label_names":["upload","import","upload issues","error"],"body":"\u003cp\u003eIf importing an audio or video file fails or shows an error message, you're likely encountering a browser issue.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/4952242890903/mceclip0.png\" alt=\"mceclip0.png\"\u003e\u003c/p\u003e\n\u003cp\u003eTo resolve issues with your browser, try one or more troubleshooting steps.\u003c/p\u003e\n\u003ch3\u003e1. Check your internet connection\u003c/h3\u003e\n\u003cp\u003eIf your files are slow to import, check your internet connection. A slow connection is a common cause of errors.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003ca href=\"https://www.speedtest.net/\" target=\"_self\"\u003eCheck your upload speed\u003c/a\u003e and ensure it matches what you subscribed to with your internet service provider (ISP). We recommend upload speeds of at least 3 Mbps.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/4403393928215/IMG_4233.PNG\" alt=\"IMG_4233.PNG\" width=\"305\" height=\"163\"\u003e\n\u003c/li\u003e\n\u003cli\u003eTry connecting to a different network such as your mobile phone \u003ca href=\"https://support.apple.com/en-us/HT204023\" target=\"_self\"\u003ehotspot\u003c/a\u003e or disconnect your Wi-Fi (on mobile) to see if your files upload correctly. If you're able to import the file when switching to a different network, it may be caused by your router settings or ISP.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003e2. Check your computer's sleep setting\u003c/h3\u003e\n\u003cp\u003eYou can set your computer to go to sleep or hibernate after a specified duration of inactivity. However, if you are importing a large file and your computer goes to sleep or into hibernation during the import, it may disrupt the import process and cause the import to fail.\u003c/p\u003e\n\u003cp\u003eWhen importing a large file (\u0026gt; 200MB), try temporarily changing or disabling your computer's sleep or hibernate settings.\u003c/p\u003e\n\u003ch4\u003e\u003cstrong\u003eOn a Mac\u003c/strong\u003e\u003c/h4\u003e\n\u003cp\u003e\u003cem\u003eNote:\u003c/em\u003e The steps below are from macOS Monterey. Some options may be different depending on your Mac and version of macOS. \u003ca href=\"https://support.apple.com/guide/mac-help/change-battery-preferences-mchlfc3b7879/12.0/mac/12.0\" target=\"_self\" rel=\"undefined\"\u003eLearn about Battery preferences on a Mac\u003c/a\u003e.\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eChoose \u003cstrong\u003eApple\u003c/strong\u003e menu \u003cimg src=\"https://help.otter.ai/hc/article_attachments/4952439138583/Apple_logo_black.svg.png\" alt=\"Apple_logo_black.svg.png\" width=\"14\" height=\"18\"\u003e \u0026gt; \u003cstrong\u003eSystem Preferences\u003c/strong\u003e, and click \u003cstrong\u003eBattery\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003ePower Adapter\u003c/strong\u003e on the left.\n\u003col\u003e\n\u003cli\u003eTurn on \u003cstrong\u003ePrevent your Mac from automatically sleeping when the display is off\u003c/strong\u003e.\u003c/li\u003e\n\u003cli\u003eTurn off \u003cstrong\u003eEnable Power Nap while plugged into a power adapter\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eBattery\u003c/strong\u003e on the left, turn off \u003cstrong\u003eEnable Power Nap while on battery power\u003c/strong\u003e.\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch4\u003e\u003cstrong\u003eOn Windows\u003c/strong\u003e\u003c/h4\u003e\n\u003cp\u003e\u003cem\u003eNote: \u003c/em\u003eThe steps below are from Windows 11. Some options may be different depending on your version of Windows. \u003ca href=\"https://support.microsoft.com/en-us/windows/how-to-adjust-power-and-sleep-settings-in-windows-26f623b5-4fcc-4194-863d-b824e5ea7679\" target=\"_self\"\u003eLearn how to adjust sleep settings in Windows\u003c/a\u003e.\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003e\n\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003eSelect \u003c/span\u003e\u003cstrong class=\"ocpLegacyBold\" style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003eStart \u003cimg src=\"https://help.otter.ai/hc/article_attachments/4403628766359/microsoft_windows_icon.svg\" alt=\"microsoft_windows_icon.svg\" width=\"21\" height=\"21\"\u003e \u003c/strong\u003e\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003emenu \u003c/span\u003e\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003e\u0026gt; \u003c/span\u003e\u003cstrong class=\"ocpLegacyBold\" style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003eSettings\u003c/strong\u003e\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003e \u0026gt; \u003c/span\u003e\u003cstrong class=\"ocpLegacyBold\" style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003eSystem\u003c/strong\u003e\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003e \u0026gt; \u003c/span\u003e\u003cstrong class=\"ocpLegacyBold\" style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003ePower \u0026amp; battery \u003c/strong\u003e\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003e\u0026gt;\u003c/span\u003e\u003cstrong class=\"ocpLegacyBold\" style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003e Screen and sleep\u003c/strong\u003e\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003e.\u003c/span\u003e\n\u003c/li\u003e\n\u003cli\u003e\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003eUnder \u003cstrong\u003eSleep\u003c/strong\u003e, select \u003cstrong\u003eNever\u003c/strong\u003e under both dropdowns.\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch3\u003e3. Use a different web browser\u003c/h3\u003e\n\u003cp\u003eTry using a different web browser (like Google Chrome or Mozilla Firebox). If you're able to import the file when switching to a different browser, it may be caused by a browser setting. Try resetting the site settings for httpe://otter.ai or restoring your browser to its default settings. Learn about resetting site settings for \u003ca href=\"https://support.google.com/chrome/answer/114662\" target=\"_self\"\u003eChrome\u003c/a\u003e, \u003ca href=\"https://support.apple.com/guide/safari/customize-settings-per-website-ibrw7f78f7fe/15.1/mac/12.0\" target=\"_self\"\u003eSafari\u003c/a\u003e, and \u003ca href=\"https://support.mozilla.org/en-US/kb/enhanced-tracking-protection-firefox-desktop\" target=\"_self\"\u003eFirefox\u003c/a\u003e.\u003c/p\u003e\n\u003ch3\u003e4. Ensure your browser is compatible with Otter\u003c/h3\u003e\n\u003cp\u003eCheck the \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047247594\" target=\"_self\"\u003esystem requirements and supported browsers\u003c/a\u003e to make sure you're using a supported browser and operating system. We recommend using Chrome, but you can use another browser, such as Mozilla Firefox or Apple Safari. Try using a different browser to see if you experience the same results.\u003c/p\u003e\n\u003ch3\u003e5. Use Otter in a private browsing window\u003c/h3\u003e\n\u003cp\u003eWhen you browse privately, your browser won't use your cookies, site data, or browser extensions which can sometimes cause issues. Learn about private browsing for \u003ca href=\"https://support.google.com/chrome/answer/95464\" target=\"_self\"\u003eChrome\u003c/a\u003e, \u003ca href=\"https://support.apple.com/guide/safari/use-private-browsing-ibrw1069/mac\" target=\"_self\"\u003eSafari\u003c/a\u003e, and \u003ca href=\"https://support.mozilla.org/en-US/kb/private-browsing-use-firefox-without-history\" target=\"_self\"\u003eFirefox\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003eIf the import finishes without issues when using a private browsing window, there may be an issue with your cookie, site data, or a browser extension.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eLearn how to clear cookies and site data in \u003ca href=\"https://support.google.com/accounts/answer/32050\" target=\"_self\"\u003eChrome\u003c/a\u003e, \u003ca href=\"https://support.apple.com/guide/safari/manage-cookies-and-website-data-sfri11471/14.0/mac/11.0\" target=\"_self\"\u003eSafari\u003c/a\u003e, and \u003ca href=\"https://support.mozilla.org/en-US/kb/clear-cookies-and-site-data-firefox\" target=\"_self\"\u003eFirefox\u003c/a\u003e.\u003c/li\u003e\n\u003cli\u003eTry disabling some of your browser extensions/plugins, such as an ad blocker. Learn how to turn off or uninstall extensions in \u003ca href=\"https://support.google.com/chrome_webstore/answer/2664769?hl=en\" target=\"_self\"\u003eChrome\u003c/a\u003e, \u003ca href=\"https://support.apple.com/en-us/HT203051\" target=\"_self\"\u003eSafari\u003c/a\u003e, and \u003ca href=\"https://support.mozilla.org/en-US/kb/disable-or-remove-add-ons\" target=\"_self\"\u003eFirefox\u003c/a\u003e.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3\u003e6. Clear your browser cache\u003c/h3\u003e\n\u003cp\u003eClear your browser cache and cookies and then try to import your files again. \u003cspan\u003eLearn how to clear cookies and site data in \u003c/span\u003e\u003ca href=\"https://support.google.com/accounts/answer/32050\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eChrome\u003c/a\u003e\u003cspan\u003e, \u003c/span\u003e\u003ca href=\"https://support.apple.com/guide/safari/manage-cookies-and-website-data-sfri11471/14.0/mac/11.0\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eSafari\u003c/a\u003e\u003cspan\u003e, and \u003c/span\u003e\u003ca href=\"https://support.mozilla.org/en-US/kb/clear-cookies-and-site-data-firefox\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eFirefox\u003c/a\u003e\u003cspan\u003e.\u003c/span\u003e\u003c/p\u003e\n\u003ch3\u003e7. Restart your computer or device\u003c/h3\u003e\n\u003cp\u003eSometimes your computer or device may act problematic, and restarting may fix it.\u003c/p\u003e\n\u003ch3\u003e8. Reload Otter or close the mobile app\u003c/h3\u003e\n\u003cp\u003eIf you're experiencing internet connection issues, Otter may not have properly loaded. Reload the web page and then try to import files again.\u003c/p\u003e\n\u003cp\u003eIf you're using the Otter mobile app, force close and reopen the app. Learn about closing apps on \u003ca href=\"https://support.apple.com/en-us/HT201330\" target=\"_self\"\u003eiOS\u003c/a\u003e and \u003ca href=\"https://support.google.com/android/answer/9079646?hl=en\" target=\"_self\"\u003eAndroid\u003c/a\u003e.\u003c/p\u003e\n\u003ch3\u003e9. Reduce the size of your file\u003c/h3\u003e\n\u003cp\u003eYou can import large files in Otter, but if they are too large, they might not import properly. \u003cspan\u003eYou can import files as long as they're less than 5GB in size and you don't exceed your \u003c/span\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047538094-Conversation-import-and-app-limits-on-the-Basic-free-plan\" target=\"_blank\" rel=\"noopener noreferrer\"\u003emonthly limit\u003c/a\u003e\u003cspan\u003e.\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003eIf you are importing a video file, export it as audio-only to reduce the file size. You can export to audio using \u003ca href=\"https://support.apple.com/guide/quicktime-player/export-movies-qtp20e395859/mac\" target=\"_self\" rel=\"undefined\"\u003eQuickTime Player on Mac\u003c/a\u003e or \u003ca href=\"https://www.vlchelp.com/convert-video-audio-mp3/\" target=\"_self\"\u003eVLC on Windows\u003c/a\u003e.\u003c/p\u003e\n\u003ch3\u003e10. Update to the latest version of the Otter mobile app\u003c/h3\u003e\n\u003cp\u003eIf you're using the \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047247434\" target=\"_self\"\u003eOtter mobile app\u003c/a\u003e, make sure it's the latest version. Alternatively, use Otter on a desktop browser.\u003c/p\u003e\n\u003ch3\u003e11. Check your virus scanning or security software\u003c/h3\u003e\n\u003cp\u003eVirus scanning software and adblockers on your local system can sometimes interfere with certain websites or actions. Make sure that this software is not blocking Otter.\u003c/p\u003e\n\u003ch3\u003e12. Check if \"Data Saver\" is enabled in the Otter mobile app\u003c/h3\u003e\n\u003cp\u003eIn the Otter mobile app, enabling \u003cstrong\u003eData Saver\u003c/strong\u003e helps reduce cellular data usage by restricting imports/uploads to Otter when your device is connected to a Wi-Fi connection and the Otter mobile app is in the foreground (open and in view).\u003c/p\u003e\n\u003cp\u003eWhen importing a large file (\u0026gt; 200MB), try temporarily disabling Data Saver or make sure your device is connected to a Wi-Fi connection and the Otter mobile app is in the foreground.\u003c/p\u003e\n\u003ch2\u003eAdvanced troubleshooting\u003c/h2\u003e\n\u003ch3\u003eCheck your firewall and proxy settings\u003c/h3\u003e\n\u003cp\u003eCustomized firewall and proxy settings can sometimes block access to Otter. Check with your network administrator that your firewall and proxy settings are configured to allow a connection to Otter.\u003c/p\u003e\n\u003ch2\u003eNeed additional help?\u003c/h2\u003e\n\u003cp\u003eIf these didn't fix your issue, \u003ca href=\"https://help.otter.ai/hc/en-us/articles/1500000001541\" target=\"_self\" rel=\"undefined\"\u003econtact support\u003c/a\u003e for further assistance.\u003c/p\u003e","user_segment_ids":[],"snippet":"are importing a video file, \u003cem\u003eexport\u003c/em\u003e it as audio-only to reduce the file size. You can \u003cem\u003eexport\u003c/em\u003e to audio using QuickTime Player","result_type":"article"},{"id":42007027609879,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/42007027609879.json","html_url":"https://help.otter.ai/hc/en-us/articles/42007027609879-Workspace-Admin-Logs","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":true,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":42042342382231,"created_at":"2026-07-16T17:34:54Z","updated_at":"2026-10-01T19:52:37Z","name":"Workspace Admin Logs","title":"Workspace Admin Logs","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-01T19:52:37Z","user_segment_id":null,"permission_group_id":3069674,"content_tag_ids":[],"label_names":["activity log","download admin activity","export logs","admin events","tracking","workspace management","download logs","admin logs","track activity","who did this","workspace activity","administrative logs","admin download","export activity","logging events","workspace events","who invited","admin log csv","csv admin","excel admin","excel logs","google sheet","log activity"],"body":"\u003cp\u003e\u003cstrong\u003eWorkspace Admin Logs\u003c/strong\u003e help \u003cstrong\u003eBusiness\u003c/strong\u003e and \u003cstrong\u003eEnterprise\u003c/strong\u003e admins monitor activity across their workspace. Review events performed by both \u003cstrong\u003eadmins and members\u003c/strong\u003e, including member management, workspace settings, security changes, recording policies, and other workspace-related actions. You can export the log as a \u003cstrong\u003eCSV file\u003c/strong\u003e for auditing, compliance, troubleshooting, and reporting.\u003c/p\u003e\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003ePlan:\u003c/strong\u003e Workspace admin logs are available on the \u003cstrong\u003eBusiness\u003c/strong\u003e and \u003cstrong\u003eEnterprise\u003c/strong\u003e plans. See our \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003epricing page\u003c/strong\u003e\u003c/a\u003e for the latest plan information.\u003c/div\u003e\u003cdiv data-toc-children=\"true\"\u003e\n\u003ch2 id=\"view-and-export-admin-logs\"\u003eView and export workspace admin logs\u003c/h2\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eRequired: \u003c/strong\u003eOnly users with \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360049123433\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eadmin\u003c/a\u003e permissions can download activity logs. \u003c/div\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/manage-team/team-profile\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eManage Workspace\u003c/strong\u003e\u003c/a\u003e, then click \u003cstrong\u003eDownload Admin Logs\u003c/strong\u003e in the upper-left corner to export your workspace admin logs as a \u003cstrong\u003eCSV file\u003c/strong\u003e. You can open the file in a spreadsheet application, such as Microsoft Excel or Google Sheets, to review activity, create reports, analyze trends, or maintain audit records.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42041305493271\" width=\"2081\" height=\"1089\"\u003e\u003c/p\u003e\n\u003ch2 id=\"what-activity-is-logged\"\u003eWhat activity is logged?\u003c/h2\u003e\n\u003cp\u003eWorkspace Admin Logs record \u003cstrong\u003eworkspace-related activity\u003c/strong\u003e performed by both \u003cstrong\u003eadmins and members\u003c/strong\u003e. This includes actions that affect your workspace, such as member management, workspace settings, security policies, and other shared resources. Individual account activity, such as changes to a user’s personal account settings, is not included.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Although the CSV columns are labeled \u003cstrong\u003eAdmin\u003c/strong\u003e, workspace admin logs also record eligible workspace-related activities performed by members, such as inviting other users.\u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/42042189670679\" width=\"1606\" height=\"1118\"\u003e\u003c/p\u003e\n\u003ch3 id=\"h_01KXM2VNK5NAVZKWTYKJS01K7B\"\u003e\u003cstrong\u003eWorkspace activities\u003c/strong\u003e\u003c/h3\u003e\n\u003cp\u003eActivities performed within your workspace, including:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ef8643f7f405e4d09cbd84fbf203252c7\"\u003eAdding, removing, deactivating, and reactivating members\u003c/li\u003e\n\u003cli data-list-item-id=\"e90b8c2d06343193c76fea27d3b5a5bbd\"\u003eChanging member roles, including assigning or transferring the \u003cstrong\u003eOwner\u003c/strong\u003e role\u003c/li\u003e\n\u003cli data-list-item-id=\"eaa309c74bd6a7e29976029931ca5a992\"\u003eAccepting or declining workspace join requests\u003c/li\u003e\n\u003cli data-list-item-id=\"e8d62a1491703c00d107715c6defd3327\"\u003eUpdating workspace settings and security preferences\u003c/li\u003e\n\u003cli data-list-item-id=\"e760659b79973dc9f607778162394640d\"\u003eUpdating the workspace subscription\u003c/li\u003e\n\u003cli data-list-item-id=\"e179a3c906622924cca0394971ea105ef\"\u003eCanceling the workspace subscription\u003c/li\u003e\n\u003cli data-list-item-id=\"ec0e0d6bf8eb9d106258ec304225848aa\"\u003eDeleting member accounts\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"h_01KXM2RJY5WP1DWA978BZG7KM3\"\u003e\u003cstrong\u003eSecurity \u0026amp; authentication\u003c/strong\u003e\u003c/h3\u003e\n\u003cul\u003e\u003cli data-list-item-id=\"ee152258d028346ef22f756f211126baf\"\u003eTurn Two-Factor Authentication (2FA) on or off\u003c/li\u003e\u003c/ul\u003e\n\u003ch3 id=\"h_01KXM2RJY66JRJADZTX567PGFA\"\u003e\u003cstrong\u003eWorkspace settings\u003c/strong\u003e\u003c/h3\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e31a01cd7f869e5d2e42210b24a9e7337\"\u003eTurn Social Sharing on or off\u003c/li\u003e\n\u003cli data-list-item-id=\"e8e7dd83cd41fef594e42dd72506e7b94\"\u003eEnable or disable pre-recording email notifications\u003c/li\u003e\n\u003cli data-list-item-id=\"e8f425f44d033fbb4f8c47c2f2cd8d9ea\"\u003eEnable or disable the \u003cstrong\u003ePrevent guests and viewers from selecting and copying text\u003c/strong\u003e setting\u003c/li\u003e\n\u003c/ul\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e The examples listed are not a complete list of logged events. The activities recorded depend on your workspace configuration, enabled features, and subscription plan. Business and Enterprise workspaces may have different available events depending on the features and admin controls enabled.\u003c/div\u003e\n\u003ch2 id=\"h_01KXS1VV8NK3SQQEN03325E0YG\"\u003eEnterprise-specific logged activities ✨\u003c/h2\u003e\n\u003cp\u003eEnterprise workspaces may include additional admin log events depending on the \u003cstrong\u003eEnterprise features\u003c/strong\u003e and \u003cstrong\u003eadmin controls\u003c/strong\u003e enabled for your organization. For example, actions related to recording policies, Notetaker management, SSO settings, and other Enterprise-specific controls may appear in your logs.\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eRelated article:\u003c/strong\u003e See \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13352505516695\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eEnterprise Admin Controls Overview\u003c/strong\u003e\u003c/a\u003e to learn more about the Enterprise features and workspace policies that can generate additional admin log events.\u003c/div\u003e\n\u003ch2 id=\"h_01KXRX849499C31A5VN27VY3CB\" data-toc-section=\"true\" data-faqs-heading=\"true\"\u003eFAQs\u003c/h2\u003e\n\u003cdiv data-toc-skip-children=\"false\"\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"accordion\" id=\"h_01KXS0TM20H5R1PHG9A04F71F0\"\u003eWhy is the Download Admin Logs option missing? \u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eOnly workspace admins can download workspace admin logs. If you’re an admin and the \u003cstrong\u003eDownload Admin Logs\u003c/strong\u003e option is still unavailable, verify that your workspace is on the \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eBusiness or Enterprise plan\u003c/a\u003e, as the feature isn’t available on lower-tier plans.\u003c/p\u003e\n\u003cp\u003eIf you continue to run into issues, \u003ca href=\"https://help.otter.ai/hc/en-us/requests/new\" target=\"_blank\" rel=\"noopener noreferrer\"\u003econtact our Otter support team\u003c/a\u003e.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KXS0VT133B0M9D20HQZF3B33\"\u003eCan members view or download workspace admin logs?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eNo. Only workspace admins with the appropriate permissions can view and download workspace admin logs.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KXS0W14FXPZQ8GXV3GBD2K0T\"\u003eWhat information is included in a workspace admin log?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eEach log entry records the action performed, who performed it, and when it occurred. Depending on the event, additional details may be included, such as the affected member, workspace setting, or policy that changed.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KXS0WD187WXE0R22XC6T4Y74\"\u003eDo workspace admin logs include member activity?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYes. Workspace admin logs record workspace-related actions performed by both admins and members. For example, if a member invites another member (when permitted), that activity is recorded in the log.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KXS0WN7Q8N73W0YFCP5BZG5Y\"\u003eAre personal account changes included in workspace admin logs?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eNo. Workspace Admin Logs only record actions that affect the workspace. Changes made to an individual’s personal account or profile are not included.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KXS0X02NAEM4C9R4SR45524A\"\u003eWhy don’t I see a specific action in my workspace admin logs?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eNot every action is recorded. The events available in workspace admin logs depend on your subscription plan, enabled features, workspace configuration, and the type of activity performed.\u003c/p\u003e\n\u003cp\u003eIf you have a specific question about an action or event, please \u003ca href=\"https://help.otter.ai/hc/en-us/requests/new\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003econtact our Otter support team.\u003c/strong\u003e\u003c/a\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KXS0Y95STMWA8G8AD3ZHKBN6\"\u003eDo Enterprise workspaces record additional events?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYes. Enterprise workspaces may record additional events based on the Enterprise features and admin controls enabled for the workspace. This can include actions related to security policies, recording controls, directory synchronization, Notetaker management, and other Enterprise-specific features.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KXS2C44F34BT6D2T4K2ZFBGQ\"\u003eWhat other workspace activity can I track in Otter?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eIn addition to \u003cstrong\u003eworkspace admin logs\u003c/strong\u003e, admins can use \u003ca href=\"https://help.otter.ai/hc/en-us/articles/15870381624087\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eWorkspace Analytics\u003c/strong\u003e\u003c/a\u003e to monitor workspace usage and member activity. Analytics provide insights into metrics such as active members, conversations, AI Chats, recording activity, and other workspace usage trends.\u003c/p\u003e\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e\n\u003c/div\u003e","user_segment_ids":[],"snippet":"recording policies, and other workspace-related actions. You can \u003cem\u003eexport\u003c/em\u003e the log as a CSV file for auditing, compliance, troubleshooting","result_type":"article"},{"id":40317607861271,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/40317607861271.json","html_url":"https://help.otter.ai/hc/en-us/articles/40317607861271-Otter-Salesforce-for-Enterprise","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":true,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":13352400186391,"created_at":"2026-05-08T01:05:32Z","updated_at":"2026-10-15T04:49:19Z","name":"Otter Salesforce for Enterprise","title":"Otter Salesforce for Enterprise","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-15T04:49:19Z","user_segment_id":null,"permission_group_id":3069674,"content_tag_ids":[],"label_names":["enterprise","salesforce","crm sync","CRM","sync to salesforce","custom saleforce fields","sfdc"],"body":"\u003cdiv data-toc-children=\"true\"\u003e\n\u003ch2 id=\"connect-salesforce\"\u003e\u003cspan style=\"color: hsl(219,48%,36%);\"\u003eConnect Salesforce to your Otter workspace\u003c/span\u003e\u003c/h2\u003e\n\u003cp\u003eConnect your Salesforce account to Otter and start syncing meeting conversations directly to your CRM. Admins can install Salesforce for the entire workspace so all members can take advantage of the CRM Autofill features.\u003c/p\u003e\n\u003cp\u003e\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003e👉 \u003c/span\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/15671309340183-Set-up-Salesforce-with-Otter-ai#h_01HPMNY3EFA1EKFKA264SXZQZR\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003eView our general guide for an overview of Salesforce\u003c/span\u003e\u003c/a\u003e for individual account connections.\u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003eRequired: \u003c/strong\u003eYou must be both the Otter workspace admin and Salesforce admin to complete the installation steps below. This integration requires Salesforce \u003ca href=\"https://www.salesforce.com/products\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eSales Cloud \u003c/a\u003eand one of the following editions: \u003ca href=\"https://help.salesforce.com/s/articleView?id=sf.overview_edition.htm\u0026amp;type=5\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eEnterprise, Unlimited,\u003c/a\u003e or\u003ca href=\"https://help.salesforce.com/s/articleView?id=sf.overview_edition.htm\u0026amp;type=5\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e Developer Edition\u003c/a\u003e.\u003c/div\u003e\n\u003ch2 style=\"color: hsl(219,48%,36%);\" id=\"connect-salesforce-to-otter\" data-toc-section=\"true\"\u003eConnect Salesforce to Otter\u003c/h2\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"ebc97f277505790bef26a1338f6791b2e\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations\u003c/strong\u003e\u003c/a\u003e\u003cstrong\u003e \u003c/strong\u003eand click \u003cstrong\u003eConnect \u003c/strong\u003enext to Salesforce.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259917323799\" width=\"1530\" height=\"872\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ebca44d06c1545b7c6315958ac8e7dd73\"\u003e\n\u003cp\u003eSign in to your Salesforce account and review the permissions. Click \u003cstrong\u003eAllow \u003c/strong\u003eto connect Otter.\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 544/844; width: 51.9%;\" src=\"https://help.otter.ai/hc/article_attachments/44259960680983\" width=\"544\" height=\"844\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eSalesforce UI may change over time. Refer to the pop-up prompts for the most up-to-date information.\u003c/div\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e75c38b3182d775b9d37b92e416b54060\"\u003e\n\u003cp\u003eSalesforce is connected. Click \u003cspan data-token-index=\"1\"\u003e\u003cstrong\u003eConnect for all \u003c/strong\u003eto connect Salesforce for all users in your workspace.\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259917327639\" width=\"1580\" height=\"871\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e4a5e914b418ec66da18664cfadd5ebb4\"\u003e\n\u003cp\u003eSalesforce is connected for all members in the workspace. Admins can manage Salesforce settings anytime in \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eIntegrations → Salesforce\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259960681623\" width=\"1529\" height=\"625\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003ch2 id=\"map-salesforce-insights\"\u003e\u003cspan style=\"color: hsl(220,47%,36%);\"\u003eMap Insights to Salesforce fields (admin)\u003c/span\u003e\u003c/h2\u003e\n\u003cp\u003eControl how conversations sync, manage insights, and Salesforce settings. Now that Salesforce is connected to your workspace, admins can manage Insights and settings for Salesforce. \u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e8e93fc14c3dd7474f259984abd48c2f7\"\u003e\n\u003ca href=\"https://help.otter.ai/hc/en-us/articles/31402572907415\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCustom Meeting Type Templates\u003c/a\u003e: Edit your templates to control what is synced over to Salesforce\u003c/li\u003e\n\u003cli data-list-item-id=\"e271bdbe51f47b2c11abf8407efa90d8d\"\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/29730579913751\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCRM Integration: Sync Insights to Custom Fields\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eSelect the template you want to map and map your Insights to the custom fields. The custom mapping(s) will apply to all future recordings. Easily access all generated \u003ca href=\"https://help.otter.ai/hc/en-us/articles/31402572907415\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eInsights through Custom Meeting Templates\u003c/a\u003e to drive the next steps. \u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259960681879\" width=\"3195\" height=\"2029\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eOnly text fields are supported at this time. Custom fields from Salesforce Opportunities can be mapped.\u003c/div\u003e\n\u003ch2 id=\"manage-salesforce-settings\"\u003e\u003cspan style=\"color: hsl(220,47%,36%);\"\u003eManage Salesforce settings (admin)\u003c/span\u003e\u003c/h2\u003e\n\u003cp\u003eManage your Otter Salesforce settings for your workspace, including task creation, field mapping, and AI Chat for Salesforce. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/38654669804567\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about manually exporting a conversation to Salesforce\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259960682391\" width=\"2616\" height=\"2258\"\u003e\u003c/p\u003e\n\u003ch2 class=\"accordion\" id=\"export-to-salesforce\"\u003e\n\u003cspan style=\"color: hsl(220,47%,36%);\"\u003e\u003cspan class=\"acc-title\"\u003eManually export a conversation\u003c/span\u003e\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eExport your conversations to Salesforce manually\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYou can manually export a conversation to Salesforce. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/38654669804567\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about manually exporting a conversation.\u003c/a\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259917328535\" width=\"1320\" height=\"894\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 id=\"faqs\" data-toc-section=\"true\" data-faqs-heading=\"true\"\u003e\u003cspan style=\"color: hsl(219,48%,36%);\"\u003eFAQs\u003c/span\u003e\u003c/h2\u003e\n\u003cdiv data-toc-skip-children=\"false\"\u003e\u003csection class=\"faq-section\"\u003e\u003cp\u003e👉 Check out our other \u003ca href=\"https://help.otter.ai/hc/en-us/articles/15671309340183-Set-up-Salesforce-with-Otter-ai#h_01JVDACR9Y3JTM3SRT1F4ZSN4B\" target=\"_blank\" rel=\"noopener noreferrer\"\u003efrequently asked questions\u003c/a\u003e for more information.\u003c/p\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KRHEV6EKKB6BGKDMFCCNYAXM\"\u003eCan workspace members connect their own account?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eIf a workspace admin has connected Salesforce for the entire workspace, individual members cannot connect their own Salesforce accounts. Contact the workspace admin to make changes to the integration settings.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259960682903\" width=\"3343\" height=\"1037\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KRHFDNQFZM6XEMJ6AZT8WF7P\"\u003eHow can a workspace member connect their own Salesforce account?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eIf a workspace admin has not connected Salesforce for the entire workspace, individual workspace members can connect their own Salesforce accounts to Otter.ai.\u003c/p\u003e\n\u003cp\u003eMembers can follow the \u003ca href=\"https://help.otter.ai/hc/en-us/articles/15671309340183\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eSalesforce setup guide\u003c/a\u003e to connect and manage their individual Salesforce integration.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44259960683031\" width=\"3343\" height=\"1037\"\u003e\u003c/p\u003e\n\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e\n\u003cdiv data-toc-skip-children=\"false\"\u003e\u003csection class=\"faq-section\"\u003e\u003cdiv class=\"panel\"\u003e\u003cp\u003e \u003c/p\u003e\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e\n\u003c/div\u003e","user_segment_ids":[],"snippet":"more about manually \u003cem\u003eexporting\u003c/em\u003e a conversation to Salesforce. Manually \u003cem\u003eexport\u003c/em\u003e a conversation \u003cem\u003eExport\u003c/em\u003e your conversations","result_type":"article"},{"id":39722861240855,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/39722861240855.json","html_url":"https://help.otter.ai/hc/en-us/articles/39722861240855-Organize-conversations-by-Company","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":2,"upvote_count":1,"downvote_count":1,"section_id":360008279293,"created_at":"2026-04-13T21:56:50Z","updated_at":"2026-10-15T16:09:01Z","name":"Organize conversations by Company","title":"Organize conversations by Company","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-14T15:06:14Z","user_segment_id":null,"permission_group_id":3069674,"content_tag_ids":[],"label_names":["label a company","organize by company","company tag","tag a company","company view","set company for conversation"],"body":"\u003cp\u003e\u003cstrong\u003eAutomatically organized conversations by Company\u003c/strong\u003e give your team a complete, centralized view of every meeting, call, and note tied to each customer account.\u003c/p\u003e\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003eRollout:\u003c/strong\u003e This feature is being gradually rolled out to \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eaccounts with a paid plan\u003c/strong\u003e\u003c/a\u003e. If it’s not yet available in your account, check back soon as the rollout continues.\u003c/div\u003e\u003cp\u003eInstead of searching across channels, folders, or individual meetings, Companies lets you:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e6dbbe933f393682778a67e5ba1e66103\"\u003eView \u003cstrong\u003eall conversations associated with a company\u003c/strong\u003e in one place\u003c/li\u003e\n\u003cli data-list-item-id=\"ea83b053fe57da34b9ed228112ec10aa0\"\u003eQuickly review \u003cstrong\u003eaccount history\u003c/strong\u003e before calls, quarterly business reviews (QBRs), and renewals\u003c/li\u003e\n\u003cli data-list-item-id=\"e9ff93fa8b9cf52842a85d252377b2d29\"\u003eProvide sales, customer success, and leadership with a \u003cstrong\u003eshared source of truth\u003c/strong\u003e for past discussions\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eOrganized conversations by a company go beyond mentions in transcripts or summaries to provide direct access and deeper context.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41944344243991\" width=\"2206\" height=\"1209\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KXGCHAQ8FRM7CCXMPJVEB0MN\"\u003eAccess your Companies\u003c/h2\u003e\u003cp\u003eYou can access your companies in three places:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ed5c29547b0996c0d4e2a7bf76d352f5b\"\u003eFavorited \u003ca href=\"https://otter.ai/view/company\"\u003e\u003cstrong\u003eCompanies\u003c/strong\u003e\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e3db1433395f5b3ac7c3f65c63aaeb413\"\u003eThe top of a conversation\u003c/li\u003e\n\u003cli data-list-item-id=\"ec62e73c0e285bf6f0ce6024c76a7a54a\"\u003eThe search function\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41944344247831\" width=\"2260\" height=\"1157\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KXGCHAQ9M9HB2M8VJZ5MN30X\"\u003eHow are conversations associated with a Company?\u003c/h2\u003e\u003cp\u003eOtter looks at email domains (e.g., @acmecorp.com) in a calendar event to \u003cstrong\u003eautomatically apply the correct Company\u003c/strong\u003e:\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41944339784855\" width=\"2024\" height=\"881\"\u003e\u003c/p\u003e\u003ch3 id=\"h_01KXGCHAQAS76JKWGG6TDAYEM9\"\u003ePermissions still apply\u003c/h3\u003e\u003cp\u003eThe company view respects existing \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048338793-Share-a-conversation\"\u003e\u003cstrong\u003econversation permissions\u003c/strong\u003e\u003c/a\u003e:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e49f794ea2252b57f79d0a54177890a5c\"\u003eUsers can only see the \u003cstrong\u003econversations they already have access to.\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e9b0e2c221a95a7e8b11cbdc7a5c71822\"\u003eCompany views do \u003cstrong\u003enot\u003c/strong\u003e override access controls; they simply organize the content that a user can already view.\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41944339785495\" width=\"2721\" height=\"952\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KXGCHAQBWYVJ28218GZEBEDD\"\u003eAI Chat powered queries\u003c/h2\u003e\u003cp\u003eYou can also use companies—alongside channels, conversations, and folders—to filter your \u003ca href=\"https://help.otter.ai/hc/en-us/articles/19682180167575-Otter-AI-Chat-Overview\"\u003eAI Chat\u003c/a\u003e queries. Select one or multiple contexts at a time.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41944339786903\" width=\"1579\" height=\"929\"\u003e\u003c/p\u003e\u003ch2 class=\"accordion\" id=\"h_01KXGCJANX32N5VGCG26VMNAS2\"\u003e\n\u003cspan class=\"acc-title\"\u003eBulk select conversations\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eSelect one or more conversations to share, export, or delete\u003c/span\u003e\n\u003c/h2\u003e\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eBulk select conversations in the company view to share, export, or delete.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eConversation permissions still apply when sharing, exporting, or deleting. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047733634\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about exporting\u003c/a\u003e.\u003c/div\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e56700efab9d7587409197be165eaae4b\"\u003e\n\u003cp\u003eGo to the company view, click the company name, then select \u003cstrong\u003eBulk Select\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41944339787159\" width=\"1577\" height=\"930\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e9172cf794b7abb4cf5ffabe027bdfa90\"\u003e\n\u003cp\u003eSelect one or more conversations to bulk share, export, or delete.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41944339789975\" width=\"1578\" height=\"932\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\u003ch2 id=\"h_01KXGCHAQBYF1XZRJ8Z91BGK56\" data-faqs-heading=\"true\"\u003eFAQs\u003c/h2\u003e\u003cdiv data-toc-skip-children=\"false\"\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"accordion\" id=\"h_01KXGCHAQB3BEWEMDRD03KN193\"\u003eCan I manually add a Company to a Conversation?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eNo. Conversations cannot be manually labeled at this time, but we plan to implement this feature in future updates. Stay tuned.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KXGCHAQBCTHZWNMX9HQ7EZH4\"\u003eWill workspace members be able to see all workspace conversations for a Company?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eNo. Members can see only conversations associated with a Company to which they already have access. Existing conversation sharing and workspace permissions still apply.\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eTip: \u003c/strong\u003eNeed easier access to all customer conversations? Use our Enterprise \u003ca href=\"https://help.otter.ai/hc/en-us/articles/17333604747671\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eExternal Auto-Share Channel\u003c/strong\u003e\u003c/a\u003e feature to automatically share conversations to an \u003cstrong\u003e#All Customer Calls\u003c/strong\u003e channel.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KXGE4VSJDGM5DS6BH00YM3F0\"\u003eAre Company views available on mobile?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eNo. Company views are only available on desktop and web at this time.\u003c/p\u003e\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e","user_segment_ids":[],"snippet":"conversations to share, \u003cem\u003eexport\u003c/em\u003e, or delete Bulk select conversations in the company view to share, \u003cem\u003eexport\u003c/em\u003e, or delete. Note:","result_type":"article"},{"id":360048338793,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/360048338793.json","html_url":"https://help.otter.ai/hc/en-us/articles/360048338793-Share-a-conversation","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":74,"vote_count":438,"upvote_count":256,"downvote_count":182,"section_id":360008279233,"created_at":"2020-05-13T05:59:22Z","updated_at":"2026-10-12T19:55:24Z","name":"Share a conversation","title":"Share a conversation","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2024-05-16T18:44:25Z","user_segment_id":null,"permission_group_id":3069654,"content_tag_ids":["01GXVNXW5KFQF90X3KN7EXREP9","01H123H7603VCX8VPGKYJAZKZH","01H123HEQ4YMDHGR1BXT1JFVJ6","01H123HXK33KNS1WFDR572PHHG"],"label_names":["group","DM","share snippet","conversation","channels","share"],"body":"\u003cp\u003e\u003cspan style=\"color: #333333; background-color: #ffffff;\"\u003eSharing Otter conversations allows others to view the transcript, playback the conversation, and collaborate or interact with the conversation: edit, share, or export. \u003c/span\u003e\u003c/p\u003e\n\u003cp\u003e\u003cspan style=\"color: #333333; background-color: #ffffff;\"\u003eYou have full control over access to your conversations. You can \u003c/span\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/360050683273-Stop-or-change-sharing-of-a-conversation\" target=\"_blank\" rel=\"noopener noreferrer\"\u003erevoke access to a conversation\u003c/a\u003e\u003cspan style=\"color: #333333; background-color: #ffffff;\"\u003e anytime. \u003c/span\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003e\u003cspan style=\"color: #333333; background-color: #ffffff;\"\u003eNote: \u003c/span\u003e\u003c/strong\u003e\u003cspan style=\"color: #333333; background-color: #ffffff;\"\u003e\u003c/span\u003e\u003cspan style=\"color: #333333; background-color: #ffffff;\"\u003eSharing a conversation with another user does not incur a charge unless you have the setting enabled to invite users to join your Workspace when sharing a conversation with them. Learn more about \u003ca href=\"https://help.otter.ai/hc/en-us/articles/7377633500183\" target=\"_blank\" rel=\"noopener noreferrer\"\u003einviting members to join your Workspace through conversation sharing\u003c/a\u003e. \u003c/span\u003e\n\u003c/div\u003e\n\u003cp\u003e\u003cspan style=\"color: #333333; background-color: #ffffff;\"\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694272723479\" width=\"2048\" height=\"1180\"\u003e\u003c/span\u003e\u003c/p\u003e\n\u003ch3 id=\"h_01HQS0BNBZJ1C6YFZEPANKY96D\"\u003e\u003cstrong\u003e\u003cspan style=\"color: #434343;\"\u003ePermission sharing overview\u003c/span\u003e\u003c/strong\u003e\u003c/h3\u003e\n\u003ch4 id=\"h_01HQS0BNBZGRNE4CEHMGBR6PDJ\"\u003e\u003cspan style=\"color: #666666;\"\u003e\u003cstrong\u003eConversation permissions settings\u003c/strong\u003e\u003cbr\u003e\u003c/span\u003e\u003c/h4\u003e\n\u003cp\u003eWhen you share a conversation with someone or a Channel, you can choose the permission level they have.\u003c/p\u003e\n\u003ch4 id=\"01HQS1T5DZ2NKY4977XX3T505V\"\u003e\u003cspan style=\"color: #666666;\"\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694272737431\" width=\"267\" height=\"137\"\u003e\u003c/span\u003e\u003c/h4\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCollaborator:\u003c/strong\u003e\n\u003cul\u003e\n\u003cli style=\"list-style-type: none;\"\u003e\n\u003cul\u003e\n\u003cli\u003eEdit, view, playback, and export the transcript\u003c/li\u003e\n\u003cli\u003eInteract and ask Otter Chat questions\u003c/li\u003e\n\u003cli\u003eEdit, add, and view Takeaways\u003c/li\u003e\n\u003cli\u003eShare the conversation (if toggled on by the conversation owner)\u003cbr\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eTip: \u003c/strong\u003eLearn more about\u003ca href=\"https://help.otter.ai/hc/en-us/articles/16321995747735\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e allowing Collaborators to share a conversation\u003c/a\u003e.\u003c/div\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eViewer\u003c/strong\u003e:\n\u003cul\u003e\n\u003cli style=\"list-style-type: none;\"\u003e\n\u003cul\u003e\n\u003cli\u003eCan only view and playback conversation\u003c/li\u003e\n\u003cli\u003eCannot edit, add, or view Takeaways\u003c/li\u003e\n\u003cli\u003eExport option is only available if toggled on by the transcript owner\u003cbr\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eThis export setting option also applies to public links as well as privately shared speeches.\u003c/div\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003cdiv id=\"h_01HQS0BNBZWDAAHKGHER14R3M9\" class=\"accordion\"\u003e\u003cstrong\u003eConversation URL share settings\u003c/strong\u003e\u003c/div\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694272750871\" width=\"381\" height=\"140\"\u003e\u003cbr\u003e\n\u003cp\u003eWhen you create a link for your conversation, you can select who has access to the conversation.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eAnyone in your workspace:\u003c/strong\u003e\n\u003cul\u003e\n\u003cli style=\"list-style-type: none;\"\u003e\n\u003cul\u003e\n\u003cli\u003eUsers in your workspace will be able to access the conversation.\u003c/li\u003e\n\u003cli\u003eYou can edit the permission to \u003cstrong\u003eCollaborator\u003c/strong\u003e or \u003cstrong\u003eViewer.\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli\u003eTo review the users in your workspace, navigate to \u003ca href=\"https://otter.ai/manage-team/team-profile\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eWorkspace \u0026gt; Members\u003c/a\u003e\u003cstrong\u003e\u003cspan class=\"wysiwyg-underline\"\u003e.\u003c/span\u003e\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAnyone with the link:\u003c/strong\u003e\n\u003cul\u003e\n\u003cli style=\"list-style-type: none;\"\u003e\n\u003cul\u003e\n\u003cli\u003ePermission is defaulted to \u003cstrong\u003eViewer.\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli\u003eAnyone with the link can view and playback the transcript without signing in.\u003c/li\u003e\n\u003cli\u003eAnyone with the link can also see any highlights or inline images, but not see any Takeaways\u003cstrong\u003e,\u003c/strong\u003e nor add any new Takeaways.\u003c/li\u003e\n\u003cli\u003eUsers who are signed in will be able to view the transcript, Takeaways, and Otter Chat messages, but not interact with the conversation.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRestricted: \u003c/strong\u003e\n\u003cul\u003e\n\u003cli style=\"list-style-type: none;\"\u003e\n\u003cul\u003e\n\u003cli\u003eOnly users or Channels the conversation is shared with will be able to view the conversation through the generated link.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv id=\"h_01HQS0BNBZ8CFPMQH3VFMV59FY\" class=\"accordion\"\u003e\u003cstrong\u003eManager user permission settings\u003c/strong\u003e\u003c/div\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694272756503\" width=\"414\" height=\"169\"\u003e\u003cbr\u003e\n\u003cp\u003eSet the default settings for the Collaborators and Viewers that you have shared the conversation with. \u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCollaborators can share the conversation and change sharing permissions\u003c/strong\u003e\n\u003cul\u003e\n\u003cli style=\"list-style-type: none;\"\u003e\n\u003cul\u003e\n\u003cli\u003eAllows collaborators of the conversation to share with other users\u003c/li\u003e\n\u003cli\u003eChange any of the sharing settings in the pop-up\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eViewers can export the conversation\u003c/strong\u003e\n\u003cul\u003e\n\u003cli style=\"list-style-type: none;\"\u003e\n\u003cul\u003e\n\u003cli\u003eAllow viewers to \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047733634-Export-conversations\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eexport the conversation\u003c/a\u003e including text formats, audio, and Takeaways\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003cdiv id=\"h_01HQS0BNBZCE3CD38MRPMKFQ9V\" class=\"accordion\"\u003e\u003cstrong\u003eManage your calendar recording share settings\u003c/strong\u003e\u003c/div\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eOtter can automatically share conversations through your calendar event recordings to ensure everyone has access to the conversation and enhance collaboration. Manage your calendar recording share settings. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/20424842990999-Manage-OtterPilot-Conversation-Share-Settings\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about managing your calendar share settings\u003c/a\u003e.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eThese settings are per individual account. Admins of a Workspace are not able to manage these settings for their Members. Each user will need to review these settings for their account.\u003c/div\u003e\n\u003cp\u003eNavigate to \u003ca href=\"https://otter.ai/setting/share-notes\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eAccount Settings \u0026gt; Meetings\u003c/a\u003e or click the settings gear icon on the Homepage Calendar to easily access your conversation-sharing settings.\u003c/p\u003e\n\u003cp\u003e \u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694272760983\" width=\"638\" height=\"304\"\u003e\u003c/p\u003e\n\u003c/div\u003e\n\u003ch3 id=\"h_01HQS0BNBZ8ZBE93VEQXVSVRZ1\"\u003e\u003cstrong\u003e\u003cspan style=\"color: #434343;\"\u003eShare a conversation (with a user or Channel)\u003c/span\u003e\u003c/strong\u003e\u003c/h3\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e If you share a conversation with an email address that isn't associated with an Otter account, the user will need to \u003ca href=\"https://otter.ai/signup\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ecreate an Otter account\u003c/a\u003e before being able to view the conversation.\u003c/div\u003e\n\u003col\u003e\n\u003cli\u003eNavigate to the conversation you want to share. \u003c/li\u003e\n\u003cli\u003eClick the \u003cstrong\u003eShare \u003c/strong\u003ebutton in the upper right corner.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694272765079\" width=\"554\" height=\"288\"\u003e\n\u003c/li\u003e\n\u003cli\u003eClick in the \u003cstrong\u003eAdd names, emails, or channels\u003c/strong\u003e field. You can invite through one of these methods or a combination of them: \n\u003cul\u003e\n\u003cli\u003eType the email of the user and click \u003cstrong\u003eEnter/Return\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli\u003eBrowser through the \u003cstrong\u003eAll, People, Channels, and Direct Message \u003c/strong\u003etabs\u003c/li\u003e\n\u003cli\u003eSearch by the name \u003c/li\u003e\n\u003cli\u003eAdd an entire \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360049379794-Organize-and-share-conversations-with-Channels\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eChannel\u003c/a\u003e\u003cbr\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eSharing to a Channel means all members in the Channel, or members added later to the Channel, will have access to conversation.\u003c/div\u003e\n\u003cimg style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\" src=\"https://help.otter.ai/hc/article_attachments/21694272768151\" width=\"334\" height=\"283\"\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003col start=\"4\"\u003e\n\u003cli\u003eYou can manage the permissions level before sharing.\u003cbr\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eTip: \u003c/strong\u003eYou can set different permission levels for each user and Channel. Repeat the steps above for each individual user or Channel, or update the permission level for each one after you share in the pop-up.\u003c/div\u003e\n\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694260109975\" width=\"348\" height=\"257\"\u003e\n\u003c/li\u003e\n\u003cli\u003eOptionally, you can leave a message that will show in the email the user will receive.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694260118039\" width=\"353\" height=\"266\"\u003e\u003cbr\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eAvoid adding external URL links in your message.\u003c/div\u003e\n \u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eShare \u003c/strong\u003ewhen you’re finished. Users will receive a notification and an email that a conversation was shared with them. You can manage the permission and revoke access anytime.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694260131991\" width=\"360\" height=\"313\"\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003cdiv id=\"h_01HQS0BNBZE0EVA5C814D5AP5D\" class=\"accordion\"\u003e\u003cstrong\u003eBulk share multiple conversations\u003c/strong\u003e\u003c/div\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003col\u003e\n\u003cli\u003eNavigate to \u003cstrong\u003eMy Conversations\u003c/strong\u003e, the \u003cstrong\u003eFolder, \u003c/strong\u003eor \u003cstrong\u003eChannel \u003c/strong\u003ewhere you want to bulk share conversations. \u003c/li\u003e\n\u003cli\u003eClick the checkbox next to the conversations you want to share to select them.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694272789399\" width=\"487\" height=\"270\"\u003e\n\u003c/li\u003e\n\u003cli\u003eClick \u003cstrong\u003eShare \u003c/strong\u003eat the top menu. Add the user(s) or Channel(s) you want to share with. Optionally, adjust the permission level or add a message, and click \u003cstrong\u003eShare \u003c/strong\u003eto confirm.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694260148247\" width=\"569\" height=\"332\"\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003cdiv id=\"h_01HQS0BNBZS8X1KA7T1W3YD2KC\" class=\"accordion\"\u003e\u003cstrong\u003eGenerate a URL link for your conversation\u003c/strong\u003e\u003c/div\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYou can create a private or public link to allow other users to view your conversation.\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eClick the \u003cstrong\u003eRestricted \u003c/strong\u003edropdown and select the \u003ca href=\"#h_01HQS0BNBZWDAAHKGHER14R3M9\"\u003epermission level\u003c/a\u003e you want for your conversation.\u003cbr\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eYou can change this anytime and existing URLs will update with the permission.\u003c/div\u003e\n\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694272801815\" width=\"413\" height=\"151\"\u003e\n\u003c/li\u003e\n\u003cli\u003eClick the \u003cstrong\u003egear icon \u003c/strong\u003eon the right to manage \u003ca href=\"#h_01HQS0BNBZ8CFPMQH3VFMV59FY\"\u003eadditional settings for sharing and export\u003c/a\u003e.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694260164631\" width=\"383\" height=\"156\"\u003e\n\u003c/li\u003e\n\u003cli\u003eOnce you have reviewed those settings and are ready, click the \u003cstrong\u003eCopy link \u003c/strong\u003eto generate the URL.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694272807831\" width=\"366\" height=\"173\"\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/div\u003e\n\u003cdiv id=\"h_01HQS0BNBZTBYXQFZS61RN7JT7\" class=\"accordion\"\u003e\u003cstrong\u003eCreate a conversation snippet\u003c/strong\u003e\u003c/div\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eYou can share a snippet of a specific portion within a conversation instead of the entire conversation.\u003c/p\u003e\n\u003cdiv class=\"note warning\"\u003e\n\u003cstrong\u003eWarning: \u003c/strong\u003eWhen you create a shared link to a conversation snippet, you cannot restrict or revoke the link. \u003c/div\u003e\n\u003col\u003e\n\u003cli\u003eNavigate to the conversation. \u003c/li\u003e\n\u003cli\u003eClick on the \u003cstrong\u003eTranscript \u003c/strong\u003etab and find the sentence, paragraph, or section you want to create a snippet for.\u003cbr\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eYou cannot create a snippet from multiple sections of the conversation. The selected portion must be one highlighted text.\u003c/div\u003e\n \u003c/li\u003e\n\u003cli\u003eHighlight the text in the transcript. In the toolbar pop-up, click \u003cstrong\u003eShare \u003c/strong\u003eand select the \u003cstrong\u003eSnippe\u003c/strong\u003et icon to generate the link.\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694272813207\" width=\"458\" height=\"233\"\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eBy default, only that portion of the text will show when navigating to that URL. \u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe conversation will always show ‘Note’ as the title regardless of what you have titled your conversation.\u003c/li\u003e\n\u003cli\u003eThe portion will show the speaker of that portion.\u003c/li\u003e\n\u003cli\u003eUsers can playback the audio of that portion.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/21694260186007\" width=\"634\" height=\"351\"\u003e\u003c/p\u003e\n\u003c/div\u003e","user_segment_ids":[],"snippet":"view Takeaways \u003cem\u003eExport\u003c/em\u003e option is only available if toggled on by the transcript owner Note: This \u003cem\u003eexport\u003c/em\u003e setting option","result_type":"article"},{"id":15870381624087,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/15870381624087.json","html_url":"https://help.otter.ai/hc/en-us/articles/15870381624087-Workspace-Analytics","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":-1,"vote_count":3,"upvote_count":1,"downvote_count":2,"section_id":360008666873,"created_at":"2023-07-07T22:33:04Z","updated_at":"2026-06-29T23:33:27Z","name":"Workspace Analytics","title":"Workspace Analytics","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-29T23:33:27Z","user_segment_id":null,"permission_group_id":3069654,"content_tag_ids":["01GZCR03M12DBJ1A7HFQE5EWVE","01JF8Y722DCKCVEH2THFF7XK6E"],"label_names":["email","name","status","generate analytics","usage report","csv","excel","google sheets","spreadsheet","workspace analytics","usage trends","minutes used","data summary","minute data","generate report","member report","how much conversation minutes each user used","create report","analysis","how many minutes used","member usage","member data","workspace info","workspace data","active within","minutes transcribed","conversations created","average minutes per conversation","join date","average conversations / month","average minutes / month"],"body":"\u003cdiv class=\"flex-shrink-0 flex flex-col relative items-end\"\u003e\u003cdiv\u003e\u003cdiv class=\"pt-0\"\u003e\u003cdiv class=\"gizmo-bot-avatar flex h-8 w-8 items-center justify-center overflow-hidden rounded-full\"\u003e\u003cdiv class=\"relative p-1 rounded-sm flex items-center justify-center bg-token-main-surface-primary text-token-text-primary h-8 w-8\"\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003cdiv class=\"group/conversation-turn relative flex w-full min-w-0 flex-col agent-turn\"\u003e\u003cdiv class=\"flex-col gap-1 md:gap-3\"\u003e\u003cdiv class=\"flex max-w-full flex-col flex-grow\"\u003e\u003cdiv class=\"min-h-8 text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words text-start [.text-message+\u0026amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"2230f187-5955-4dda-89fa-370c5c5995e9\" data-message-model-slug=\"gpt-4o-mini\"\u003e\u003cdiv class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\"\u003e\u003cdiv class=\"markdown prose w-full break-words dark:prose-invert light\"\u003e\n\u003cp\u003eOtter workspace analytics gives admins insight into how their team uses Otter. View member activity, transcription minutes, conversations created, and other usage metrics to monitor adoption, analyze trends over time, and better understand workspace engagement.\u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003ePlan: \u003c/strong\u003eWorkspace usage analytics is available on the \u003cstrong\u003eBusiness\u003c/strong\u003e and \u003cstrong\u003eEnterprise\u003c/strong\u003e plans. Refer to our \u003ca href=\"https://otter.ai/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003epricing page\u003c/a\u003e for the latest plan availability and features.\u003c/div\u003e\n\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2358/1163;\" src=\"https://help.otter.ai/hc/article_attachments/41590279239703\" width=\"2358\" height=\"1163\"\u003e\u003c/figure\u003e\u003ch2 id=\"h_01JF8TB62K4ANRRN4ZYDP7741V\"\u003eWorkspace Analytics Overview\u003c/h2\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eRequired: \u003c/strong\u003eOnly \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360049123433\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eadmins\u003c/a\u003e can view and manage workspace usage analytics.\u003c/div\u003e\n\u003col\u003e\u003cli data-list-item-id=\"e9049a473d6a5c1c10aa1fb875f124406\"\u003eClick on your \u003cstrong\u003eprofile picture \u003c/strong\u003ein the upper-left corner, then go to \u003ca href=\"https://otter.ai/manage-team/usage-report\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eManage Workspace → Analytics\u003c/strong\u003e\u003c/a\u003e.\u003cstrong\u003e \u003c/strong\u003e\u003cbr\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41590279243159\" width=\"1580\" height=\"800\"\u003e\n\u003c/li\u003e\u003c/ol\u003e\n\u003cp\u003eThe \u003cstrong\u003eAnalytics\u003c/strong\u003e page provides an overview of your workspace members and their activity in Otter. Use the selected date range to analyze member adoption, transcription usage, collaboration, and AI Chat activity over time.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eUnless otherwise noted, all analytics reflect the currently selected date range.\u003c/div\u003e\n\u003ch3 id=\"h_01KWATJTJQ2TS2RKTXB9VTDT6B\"\u003eMember information\u003c/h3\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ebc27fc9d31e1d1d9b53a0a09a047f03d\"\u003e\n\u003cstrong\u003eName:\u003c/strong\u003e The member’s full name.\u003c/li\u003e\n\u003cli data-list-item-id=\"e447c7ca9a5ca6aecfef6f0c93103eb1a\"\u003e\n\u003cstrong\u003eEmail:\u003c/strong\u003e The member’s email address.\u003c/li\u003e\n\u003cli data-list-item-id=\"e9ef3cf10e1164349fc6dcd1bd6e9c721\"\u003e\n\u003cstrong\u003eStatus:\u003c/strong\u003e Indicates whether the member currently has an active seat (license or trial) or is deactivated.\u003c/li\u003e\n\u003cli data-list-item-id=\"ebf6ae815aaabd3b2c3e49e41ee628959\"\u003e\n\u003cstrong\u003eActive Within:\u003c/strong\u003e When the member was last active in the workspace.\u003c/li\u003e\n\u003cli data-list-item-id=\"e3f0c430f2a309d1423e9464f50a2869d\"\u003e\n\u003cstrong\u003eJoin Date:\u003c/strong\u003e The date the member joined the workspace.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e A member is considered \u003cstrong\u003eactive\u003c/strong\u003e if they create, view, or interact with a conversation (such as editing or adding highlights).\u003c/div\u003e\n\u003ch3 id=\"h_01KWATK3XM4QRGBTZ9X60FF2V2\"\u003eUsage analytics\u003c/h3\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e41144eee1f4e8002e24b15c098080303\"\u003e\n\u003cstrong\u003eMinutes Transcribed:\u003c/strong\u003e Total transcription minutes.\u003c/li\u003e\n\u003cli data-list-item-id=\"e4262716b84204e68d9cfd066cd60ea85\"\u003e\n\u003cstrong\u003eConversations Created:\u003c/strong\u003e Total conversations created.\u003c/li\u003e\n\u003cli data-list-item-id=\"e4b025c478b1a787b8f4ced263d2603bf\"\u003e\n\u003cstrong\u003eAverage Minutes per Conversation:\u003c/strong\u003e Average transcription length per conversation.\u003c/li\u003e\n\u003cli data-list-item-id=\"eaba7d5513e1fd729fb542c06c61e74f4\"\u003e\n\u003cstrong\u003eAverage Conversations / Month:\u003c/strong\u003e Average number of conversations created each month.\u003c/li\u003e\n\u003cli data-list-item-id=\"e1fd2d83ce6d63c862c6d0171a35393af\"\u003e\n\u003cstrong\u003eAverage Minutes / Month:\u003c/strong\u003e Average transcription minutes generated each month.\u003c/li\u003e\n\u003cli data-list-item-id=\"eb4bc056a645f3e390c0f6176254866be\"\u003e\n\u003cstrong\u003eAI Chats:\u003c/strong\u003e Total number of AI Chat messages.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"h_01KWATJQSNRPRPPG5498KWNBJ3\"\u003eCollaboration Analytics\u003c/h3\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ea09fff5931fa83e822716890a55f10d4\"\u003e\n\u003cstrong\u003eConversations Viewed:\u003c/strong\u003e Number of conversations the member viewed.\u003c/li\u003e\n\u003cli data-list-item-id=\"e994e2d969143c30a6e9a945e1e75bd03\"\u003e\n\u003cstrong\u003eConversations Shared by User:\u003c/strong\u003e Number of conversations the member shared with others.\u003c/li\u003e\n\u003cli data-list-item-id=\"e86afc178fcfc65ac8c5551d090276767\"\u003e\n\u003cstrong\u003eConversations Shared with User:\u003c/strong\u003e Number of conversations shared with the member.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eTip: \u003c/strong\u003eChange the date range to compare usage over different time periods and identify trends across your workspace.\u003c/div\u003e\n\u003cp\u003eClick on any of the column headers to sort by that metric.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41590287762071\" width=\"979\" height=\"417\"\u003e\u003c/p\u003e\n\u003ch2 id=\"h_01JF8TXED510QZM6K251KNQFDD\"\u003eFilter by time\u003c/h2\u003e\n\u003cp\u003eFilter the time by billing cycle or through a custom date range.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e36f69b2a56ba6466a4e5654414f0bc7d\"\u003e\n\u003cstrong\u003eBilling Cycle:\u003c/strong\u003e Date range based on your billing period. Otter automatically generates these billing periods you can select from.\u003c/li\u003e\n\u003cli data-list-item-id=\"e322dab0de254528678022a3729ad1c81\"\u003e\n\u003cstrong\u003eBetween:\u003c/strong\u003e Select a custom date range for your report.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote: \u003c/strong\u003eSome analytics are available only for specific reporting windows. \u003cstrong\u003eConversations Shared by User\u003c/strong\u003e and \u003cstrong\u003eConversations Shared with User\u003c/strong\u003e can be viewed only for \u003cstrong\u003e30-day, 60-day, or 90-day\u003c/strong\u003e date ranges.\u003c/div\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41590279246103\" width=\"2057\" height=\"924\"\u003e\u003c/p\u003e\n\u003cp\u003eDeactivated user stats will appear in the report. View usage of past members based on the selected date range. \u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41590287764375\" width=\"1498\" height=\"837\"\u003e\u003c/p\u003e\n\u003ch2 id=\"h_01JF8V9E1GHV7K94GCXEJ6JMBQ\"\u003eExport Analytics\u003c/h2\u003e\n\u003cp\u003eExport your current workspace analytics report as a \u003cstrong\u003eCSV\u003c/strong\u003e file for further analysis, reporting, or record-keeping. The exported file includes the analytics displayed on the page and can be opened in spreadsheet applications such as \u003cstrong\u003eMicrosoft Excel\u003c/strong\u003e, \u003cstrong\u003eGoogle Sheets\u003c/strong\u003e, or other compatible data analysis tools.\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eTip: \u003c/strong\u003eThe exported CSV reflects the currently selected filters and date range. Be sure to choose the reporting period you want before exporting.\u003c/div\u003e\n\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1479/716;\" src=\"https://help.otter.ai/hc/article_attachments/41590279246743\" width=\"1479\" height=\"716\"\u003e\u003c/figure\u003e\u003cp\u003eThe exported CSV file can be opened in spreadsheet applications such as \u003cstrong\u003eMicrosoft Excel\u003c/strong\u003e, \u003cstrong\u003eGoogle Sheets\u003c/strong\u003e, or any other application that supports CSV files.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41590287768215\" width=\"1618\" height=\"614\"\u003e\u003c/p\u003e\n\u003ch2 id=\"h_01KWAV5BDN6A8EXKEF7ZG754TR\" data-faqs-heading=\"true\"\u003eFAQs\u003c/h2\u003e\n\u003cdiv data-toc-skip-children=\"true\"\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"accordion\" id=\"h_01KWAV5MMEE52NP35FMQ011A9N\"\u003eWhy did my numbers change?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eWorkspace Analytics updates based on the selected \u003cstrong\u003edate range\u003c/strong\u003e, \u003cstrong\u003ebilling cycle\u003c/strong\u003e, and the members currently in your workspace. As you change filters or add, remove, activate, or deactivate members, your analytics and summary statistics may change.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KWAV5Z3XT9YKJSHJCWS4WM7S\"\u003eWhat counts as a conversation?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eA conversation is counted each time Otter successfully creates a transcript, regardless of how it was recorded or imported. This includes conversations created through the \u003cstrong\u003eOtter mobile app, desktop app, web app, Otter Notetaker, integrations, and imported audio or video files.\u003c/strong\u003e\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KWAV79G0T4W5PHX907GH37CH\"\u003eWhy are some analytics not updating for my selected date range?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eSome analytics are available only for specific reporting periods. For example, \u003cstrong\u003eConversations Shared by User\u003c/strong\u003e and \u003cstrong\u003eConversations Shared with User\u003c/strong\u003e can be viewed only for \u003cstrong\u003e30-day\u003c/strong\u003e, \u003cstrong\u003e60-day\u003c/strong\u003e, or \u003cstrong\u003e90-day\u003c/strong\u003e date ranges.\u003c/p\u003e\n\u003cp\u003eSelect one of these supported date ranges to view changes in those metrics.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KWAVERGFCBM9Y62EDV286PM1\"\u003eCan I export analytics for a specific date range?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYes. Before exporting, select the desired \u003cstrong\u003ebilling cycle\u003c/strong\u003e or \u003cstrong\u003ecustom date range\u003c/strong\u003e. The exported CSV includes the analytics displayed for the currently selected reporting period.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KWAVF1QJWQ60AR8JHB54JDCT\"\u003eCan I sort the analytics table by any column?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eYes. Click most column headers to sort the table in ascending or descending order, making it easier to compare members by different metrics.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01KWAVFC2XAWSMGT16QQV3XG48\"\u003eDo AI Chat messages count as conversations?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\u003cp\u003eNo. AI Chat messages are tracked separately under the \u003cstrong\u003eAI Chats\u003c/strong\u003e metric and are not included in the \u003cstrong\u003eConversations Created\u003c/strong\u003e total.\u003c/p\u003e\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e\n\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e","user_segment_ids":[],"snippet":"members based on the selected date range. \u003cem\u003eExport\u003c/em\u003e Analytics \u003cem\u003eExport\u003c/em\u003e your current workspace analytics report as a CSV","result_type":"article"},{"id":44432914889879,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/44432914889879.json","html_url":"https://help.otter.ai/hc/en-us/articles/44432914889879-Manage-Enterprise-Workspace-Settings","author_id":44370488035351,"comments_disabled":true,"draft":false,"promoted":true,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":13352552920727,"created_at":"2026-10-22T02:37:52Z","updated_at":"2026-10-23T19:19:49Z","name":"Manage Enterprise Workspace Settings","title":"Manage Enterprise Workspace Settings","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-22T03:32:46Z","user_segment_id":null,"permission_group_id":3069674,"content_tag_ids":[],"label_names":["sharing","compliance","otter notetaker","workspace settings","admin settings","identity access","content and recording","manage workspace settings","administrative controls","admin tools","administrative tools","enterprise settings"],"body":"\u003cdiv data-toc-children=\"true\"\u003e\n\u003cp\u003e\u003cstrong\u003eEnterprise workspace admins can manage workspace settings in Otter\u003c/strong\u003e to control security, authentication, compliance, Otter Notetaker behavior, sharing permissions, and conversation content. These settings allow admins to configure workspace-wide policies, manage member permissions, and customize how Otter works across their organization.\u003c/p\u003e\n\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003eAvailability:\u003c/strong\u003e These settings are available to Enterprise workspace admins. Some options may depend on your workspace's configuration. Contact your \u003cstrong\u003eOtter account manager \u003c/strong\u003eif you have any questions. \u003c/div\u003e\n\u003chr\u003e\n\u003ch2 id=\"access-enterprise-settings\"\u003eAccess your Enterprise workspace settings\u003c/h2\u003e\n\u003cp\u003eTo access your Enterprise workspace settings in Otter:\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e52e99bceab03eeb3300a1c0019a91c04\"\u003eClick your \u003cstrong\u003eprofile\u003c/strong\u003e in the upper-left corner.\u003c/li\u003e\n\u003cli data-list-item-id=\"e090a762d26d6942fd9393ac23148d2ca\"\u003eUnder your Enterprise workspace, click \u003cstrong\u003eManage Workspace\u003c/strong\u003e.\u003c/li\u003e\n\u003cli data-list-item-id=\"e25b679da56e37b255cdef1eb03638494\"\u003eSelect the \u003ca href=\"https://otter.ai/manage-team/team-settings\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eSettings\u003c/strong\u003e\u003c/a\u003e tab to view and manage your all workspace settings.\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44433090571415\" width=\"1585\" height=\"870\"\u003e\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Only authorized workspace admins can manage Enterprise workspace settings. If you do not see these options, confirm that you are in the correct workspace and have the required admin permissions.\u003c/div\u003e\n\u003chr\u003e\n\u003ch2 id=\"manage-enterprise-settings\"\u003eManage Enterprise workspace settings\u003c/h2\u003e\n\u003cp\u003eExpand each section below to learn about the available Enterprise workspace settings and how they affect members.\u003c/p\u003e\n\u003cdiv\u003e\n\u003ch2 class=\"accordion\" id=\"identity-and-access\" data-toc-section=\"true\"\u003e\n\u003cspan class=\"acc-title\"\u003eIdentity \u0026amp; Access\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eManage single sign-on (SSO), authentication requirements, and secure access to your workspace \u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eConfigure authentication and sign-in requirements for your Enterprise workspace. These settings help your organization manage how members access Otter.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44433485495319\" width=\"1209\" height=\"843\"\u003e\u003c/p\u003e\n\u003ch2 id=\"single-sign-on\"\u003eSingle Sign-On (SSO)\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eSingle Sign-On (SSO)\u003c/strong\u003e allows workspace members to sign in to Otter using their organization's identity provider (IdP) through SAML 2.0.\u003c/p\u003e\n\u003cp\u003eClick \u003cstrong\u003eManage\u003c/strong\u003e to configure your SAML SSO connection. Once configured, enable \u003cstrong\u003eSAML\u003c/strong\u003e to allow members to authenticate using their company credentials.\u003c/p\u003e\n\u003cp\u003eChoose how members can sign in:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"efb769edeecafe37989fec57ddb7fd7f6\"\u003e\n\u003cstrong\u003eAllow other login options:\u003c/strong\u003e Members can continue using other available sign-in methods. This option is recommended during the SSO testing period.\u003c/li\u003e\n\u003cli data-list-item-id=\"e62d15649efab52a944429ce1b9ec6722\"\u003e\n\u003cstrong\u003eRequire SSO for all team members:\u003c/strong\u003e Require workspace members to authenticate using your configured SSO connection.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Before requiring SSO for all members, verify that your SAML configuration is working and members can successfully sign in through your identity provider.\u003c/div\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eRelated article:\u003c/strong\u003e Refer to your SAML SSO setup guide for instructions on configuring your identity provider and Enterprise workspace.\u003c/div\u003e\n\u003ch2 id=\"two-factor-authentication\"\u003eTwo-factor authentication (2FA)\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eTwo-factor authentication (2FA)\u003c/strong\u003e adds an additional layer of security to your workspace. When enabled, all members are required to enable 2FA using an authenticator app or SMS before accessing the workspace.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e4546ab1978a2eb6bbf5cdeeefa561c0b\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Require members to enable two-factor authentication.\u003c/li\u003e\n\u003cli data-list-item-id=\"e913ce5affc9deac812fc44331b986ff2\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Do not enforce the workspace-wide 2FA requirement through this setting.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"compliance\" data-toc-section=\"true\"\u003e\n\u003cspan class=\"acc-title\"\u003eCompliance\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eControl pre-recording notifications and whether members can permanently delete conversations \u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eManage workspace-level compliance settings related to meeting notifications and conversation deletion.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44433494337687\" width=\"1209\" height=\"736\"\u003e\u003c/p\u003e\n\u003ch2 id=\"pre-recording-emails\"\u003ePre-recording emails to meeting guests\u003c/h2\u003e\n\u003cp\u003eAutomatically send an advance email to calendar event guests before a scheduled meeting to notify them that the meeting will be recorded.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ec59d1254c5cdfde46552c659a56b8155\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Enable pre-recording email notifications to meeting guests.\u003c/li\u003e\n\u003cli data-list-item-id=\"ed71099cf84a402acc318153f207ee1d7\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Disable these automatic notifications.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eUse \u003cstrong\u003eAllow members to change this setting for themselves?\u003c/strong\u003e to control whether members can manage their own pre-recording email notification preference.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e177027784a02d39788c164549759dd62\"\u003e\n\u003cstrong\u003eAllowed:\u003c/strong\u003e Members can change this setting for themselves.\u003c/li\u003e\n\u003cli data-list-item-id=\"e1478e6d9905f99e460c9ebf69a3a3e6f\"\u003e\n\u003cstrong\u003eNot allowed:\u003c/strong\u003e Members cannot override the workspace setting.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Pre-recording email notifications help inform meeting guests about recording. Your organization remains responsible for complying with applicable recording consent and notification requirements.\u003c/div\u003e\n\u003ch2 id=\"conversation-deletions\"\u003eConversation deletions\u003c/h2\u003e\n\u003cp\u003eControl whether workspace members can permanently delete conversations.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"efdebd4cda388be6ba12774c8361b64a8\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Allow members to permanently delete conversations.\u003c/li\u003e\n\u003cli data-list-item-id=\"e5c77cafff807184ff9e8441abfc16ee2\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Prevent members from permanently deleting conversations.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eDisable this setting if your organization needs to restrict member-initiated permanent deletion of conversation records.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"otter-notetaker\" data-toc-section=\"true\"\u003e\n\u003cspan class=\"acc-title\"\u003eOtter Notetaker\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eConfigure automatic meeting joins, Notetaker identity, recording restrictions, and in-meeting features \u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eCustomize how Otter Notetaker joins meetings, appears to participants, and interacts during live recordings.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44433511783447\" width=\"1209\" height=\"1764\"\u003e\u003c/p\u003e\n\u003ch2 id=\"default-auto-join\"\u003eDefault auto-join settings\u003c/h2\u003e\n\u003cp\u003eChoose which types of scheduled meetings Otter Notetaker will automatically join for workspace members.\u003c/p\u003e\n\u003cp\u003eUse the \u003cstrong\u003eDefault auto-join settings\u003c/strong\u003e dropdown to select your preferred meeting auto-join behavior.\u003c/p\u003e\n\u003cp\u003eThe default shown in the workspace settings is \u003cstrong\u003eMeetings with a video conference link\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eUse \u003cstrong\u003eAllow members to change their default auto-join setting?\u003c/strong\u003e to determine whether members can customize their individual auto-join preferences.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ed72ee5ac02a821985fbf3bbae34676a2\"\u003e\n\u003cstrong\u003eAllowed:\u003c/strong\u003e Members can manage their own default auto-join setting.\u003c/li\u003e\n\u003cli data-list-item-id=\"ef40bad4a846be7f8bcd9326db974267e\"\u003e\n\u003cstrong\u003eNot allowed:\u003c/strong\u003e Members cannot override the workspace default.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"notetaker-display-name\"\u003eNotetaker display name\u003c/h2\u003e\n\u003cp\u003eCustomize the name meeting attendees see when Otter Notetaker joins a call.\u003c/p\u003e\n\u003cp\u003eClick \u003cstrong\u003eEdit\u003c/strong\u003e to update the Notetaker display name.\u003c/p\u003e\n\u003cp\u003eThe current default display name is \u003cstrong\u003eAI Notetaker\u003c/strong\u003e.\u003c/p\u003e\n\u003ch2 id=\"notetaker-display-image\"\u003eNotetaker display image\u003c/h2\u003e\n\u003cp\u003eUpload a custom image that meeting participants see when Otter Notetaker joins a call.\u003c/p\u003e\n\u003cp\u003eSelect the current Notetaker image to customize its appearance.\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eTip:\u003c/strong\u003e A 16:9 aspect ratio is recommended for the Notetaker display image.\u003c/div\u003e\n\u003ch2 id=\"do-not-record-keywords\"\u003eDo-not-record keywords\u003c/h2\u003e\n\u003cp\u003ePrevent Otter Notetaker from automatically joining meetings that contain specific keywords in their meeting titles.\u003c/p\u003e\n\u003cp\u003eClick \u003cstrong\u003eEdit\u003c/strong\u003e to add or manage your organization's do-not-record keywords.\u003c/p\u003e\n\u003cp\u003eFor example, you can add keywords such as:\u003c/p\u003e\n\u003cul\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"e6e643487f272f5edf6d636285f06f1af\"\u003e\u003cstrong\u003einternal only\u003c/strong\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-bold\" data-list-item-id=\"eb593aa08ce998cfa53a71a714bfc9240\"\u003e\u003cstrong\u003eprivate\u003c/strong\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eWhen a meeting title contains one of the configured keywords, Otter Notetaker will not join that meeting.\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eTip:\u003c/strong\u003e Use keywords that your organization consistently includes in the titles of meetings that should not be recorded.\u003c/div\u003e\n\u003ch2 id=\"meeting-agent-voice\"\u003eMeeting Agent with voice\u003c/h2\u003e\n\u003cp\u003eAllow users to interact with the Meeting Agent using voice during live recordings.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e0dd6e793b7814031c88a6de64356fe83\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Allow users to ask questions and issue commands using voice.\u003c/li\u003e\n\u003cli data-list-item-id=\"ec0167078b095d84111fed9a69e957849\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Disable voice interactions with the Meeting Agent.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"meeting-agent-background\"\u003eShow virtual background with Meeting Agent\u003c/h2\u003e\n\u003cp\u003eDisplay a virtual background during meetings to highlight the Meeting Agent's voice capabilities.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e6519491c1a7243ac6d7fc4e0a854c576\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Display the Meeting Agent virtual background.\u003c/li\u003e\n\u003cli data-list-item-id=\"ef4f8dccd37f93ee7d8fe2494185615dc\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Do not display the virtual background.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"notetaker-chat-messages\"\u003eNotetaker chat messages\u003c/h2\u003e\n\u003cp\u003eControl whether Otter Notetaker can post helpful messages in the virtual meeting chat. These messages are visible to meeting attendees.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ed9c7260b927c20cedce21c2b6b38963b\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Allow Notetaker to post in-meeting chat messages.\u003c/li\u003e\n\u003cli data-list-item-id=\"e5a9ae562ca87ccf094b05a16963cead1\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Disable Notetaker chat messages.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"capture-meeting-screens\"\u003eCapture meeting screens by default\u003c/h2\u003e\n\u003cp\u003eChoose whether Otter Notetaker automatically captures shared screens during meetings.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e9ea10d023711da6e1a4a17035b93a2cd\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Automatically capture shared meeting screens.\u003c/li\u003e\n\u003cli data-list-item-id=\"ec52b08e48ae8ba4ac33bc24a4e8b9841\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Disable automatic meeting screen capture.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eUse \u003cstrong\u003eAllow members to change this setting for themselves?\u003c/strong\u003e to control whether members can customize their individual screen capture preference.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"efccc1d84dac95dbedc54b6be2f06bf47\"\u003e\n\u003cstrong\u003eAllowed:\u003c/strong\u003e Members can change their own screen capture setting.\u003c/li\u003e\n\u003cli data-list-item-id=\"e60b4544c36bf173fab1c337368c087c4\"\u003e\n\u003cstrong\u003eNot allowed:\u003c/strong\u003e Members cannot override the workspace setting.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"sharing-and-permissions\" data-toc-section=\"true\"\u003e\n\u003cspan class=\"acc-title\"\u003eSharing \u0026amp; Permissions\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eManage automatic sharing, external access, channels, conversation exports, and social media sharing \u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eConfigure how workspace members share conversations, collaborate through channels, and export content outside Otter.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44433511784599\" width=\"1209\" height=\"1125\"\u003e\u003c/p\u003e\n\u003ch2 id=\"default-auto-share\"\u003eDefault auto-share setting\u003c/h2\u003e\n\u003cp\u003eChoose which calendar event guests workspace members can automatically share their meeting notes with.\u003c/p\u003e\n\u003cp\u003eClick the \u003cstrong\u003eDefault auto-share setting\u003c/strong\u003e to configure your workspace's default sharing audience.\u003c/p\u003e\n\u003cp\u003eThe setting shown in the workspace is \u003cstrong\u003eSame domain guests\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eAvailable sharing audiences include:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e9053795f2fb31489b4205b0c133ff03c\"\u003e\n\u003cstrong\u003eAll event guests:\u003c/strong\u003e Automatically share meeting notes with all calendar event guests.\u003c/li\u003e\n\u003cli data-list-item-id=\"e4a30e66becccc5f6dc0b1bf75457d5a0\"\u003e\n\u003cstrong\u003eSame domain guests:\u003c/strong\u003e Automatically share meeting notes with guests whose email domains match the workspace's configured organization domains.\u003c/li\u003e\n\u003cli data-list-item-id=\"e1f8bf091ab4fd474adda9fd228407cd6\"\u003e\n\u003cstrong\u003eWorkspace members:\u003c/strong\u003e Automatically share meeting notes with workspace members included in the calendar event.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Default auto-share settings determine the workspace's default sharing behavior. Individual calendar events may have separately configured sharing settings.\u003c/div\u003e\n\u003ch2 id=\"external-sharing\"\u003eExternal sharing\u003c/h2\u003e\n\u003cp\u003eControl who workspace members can share conversations with.\u003c/p\u003e\n\u003cp\u003eUse the \u003cstrong\u003eExternal sharing\u003c/strong\u003e dropdown to select the sharing restrictions that meet your organization's requirements.\u003c/p\u003e\n\u003cp\u003eFor example, \u003cstrong\u003eShare with anyone\u003c/strong\u003e allows members to share conversations outside the workspace.\u003c/p\u003e\n\u003ch2 id=\"public-channels\"\u003ePublic channels\u003c/h2\u003e\n\u003cp\u003eControl whether public channels can be created in the workspace.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ea10d58d9b9c5ee1625833842cc1fec6a\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Allow public channels to be created. Public channels are visible to all workspace members.\u003c/li\u003e\n\u003cli data-list-item-id=\"e66c278dbe97aab37f95c17f68e0a5f24\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Disable the creation of public channels.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"private-channels\"\u003ePrivate channels\u003c/h2\u003e\n\u003cp\u003eControl whether private channels can be created in the workspace.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"efa91cfba3cfdedc7e7a2ab9d0d761ac3\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Allow private channels to be created. Private channels are visible to their members.\u003c/li\u003e\n\u003cli data-list-item-id=\"ecf885475878a189d1ecf411503a1a4cf\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Disable the creation of private channels.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"conversation-export\"\u003eConversation export\u003c/h2\u003e\n\u003cp\u003eControl whether workspace members can export conversations from Otter.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e39930aa6eb155ed4a5da7828fb40bfd8\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Allow members to export conversations.\u003c/li\u003e\n\u003cli data-list-item-id=\"eb92b52bfe0311d52139cdfba29af9be8\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Disable conversation exports for workspace members.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Disabling conversation exports may also make export options unavailable in connected integrations, including supported third-party export destinations.\u003c/div\u003e\n\u003ch2 id=\"social-media-sharing\"\u003eSocial media sharing\u003c/h2\u003e\n\u003cp\u003eControl whether workspace members can share conversation snippets to social media.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e6695c9ea1dea800b8ba36b493686072d\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Allow members to share conversation snippets to social media.\u003c/li\u003e\n\u003cli data-list-item-id=\"ebf49960fb726ec380a2a77cccdd453e7\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Disable social media sharing of conversation snippets.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"content-and-recordings\" data-toc-section=\"true\"\u003e\n\u003cspan class=\"acc-title\"\u003eContent \u0026amp; Recordings\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eControl transcript and summary visibility, text copying, timecodes, and audio retention \u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eManage how conversation content is displayed and accessed within your Enterprise workspace. These settings control transcript visibility, meeting summaries, copying permissions, and audio removal.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/44433504379799\" width=\"1209\" height=\"1093\"\u003e\u003c/p\u003e\n\u003ch2 id=\"transcript-visibility\"\u003eTranscript visibility\u003c/h2\u003e\n\u003cp\u003eControl whether full transcripts are displayed on conversation pages.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e16ccd5d742cab513df2303e326a6b817\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Display full transcripts on conversation pages.\u003c/li\u003e\n\u003cli data-list-item-id=\"e00829880fd18a85ca1ae2d191eb09a1d\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Hide full transcripts from conversation pages.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"meeting-summary-visibility\"\u003eMeeting summary visibility\u003c/h2\u003e\n\u003cp\u003eControl whether AI-generated meeting summaries are displayed on conversation pages.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e629fcc8bb9c7fb230373419a8f53a75b\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Display AI-generated meeting summaries.\u003c/li\u003e\n\u003cli data-list-item-id=\"e8472dd5e87a5f7abf256b3e216095f6a\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Hide AI-generated meeting summaries.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"text-copying\"\u003eText copying for guests \u0026amp; viewers\u003c/h2\u003e\n\u003cp\u003eControl whether members with \u003cstrong\u003eGuest\u003c/strong\u003e or \u003cstrong\u003eViewer\u003c/strong\u003e permissions can select and copy text from shared conversations.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e69d7ad1d09a7f92f138f83f6afe7f870\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Guests and Viewers can select and copy text from shared conversations.\u003c/li\u003e\n\u003cli data-list-item-id=\"e163fc40ab2c16c56508fc440f6fd3982\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Only Collaborators and users with higher permissions can copy conversation text.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"transcript-timecodes\"\u003eShow timecodes in transcripts\u003c/h2\u003e\n\u003cp\u003eChoose how timestamps appear in conversation transcripts.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e73ceda6445b23874e138c05faa9c7c79\"\u003e\n\u003cstrong\u003eOn:\u003c/strong\u003e Display a timecode in \u003cstrong\u003eHH:MM:SS\u003c/strong\u003e format indicating when each part of the transcript was spoken.\u003c/li\u003e\n\u003cli data-list-item-id=\"e7c691ad6233c525e04724d2e6d729f69\"\u003e\n\u003cstrong\u003eOff:\u003c/strong\u003e Display relative timestamps instead.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eFor example, timecodes may appear as \u003cstrong\u003e0:00\u003c/strong\u003e or \u003cstrong\u003e1:29:59\u003c/strong\u003e, depending on the location in the recording.\u003c/p\u003e\n\u003ch2 id=\"remove-conversation-audio\"\u003eRemove audio from conversations\u003c/h2\u003e\n\u003cp\u003eUse \u003cstrong\u003eRemove audio\u003c/strong\u003e to remove audio from all existing and future workspace conversations.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eWarning:\u003c/strong\u003e This action affects audio across existing and future workspace conversations. Review your organization's retention and recording requirements before proceeding.\u003c/div\u003e\n\u003cp\u003eBefore using this option, review any conversations containing audio that your organization needs to retain.\u003c/p\u003e\n\u003c/div\u003e\n\u003c/div\u003e\n\u003chr\u003e\n\u003ch2 id=\"additional-enterprise-resources\"\u003eAdditional Enterprise admin resources\u003c/h2\u003e\n\u003cp\u003eExplore these guides for additional Enterprise admin controls and IT setup instructions to configure Otter for your organization.\u003c/p\u003e\n\u003cdiv style=\"display: flex; flex-wrap: wrap; gap: 12px; margin: 16px 0 24px;\"\u003e\n      \u003ca href=\"https://help.otter.ai/hc/en-us/articles/13352505516695-Enterprise-Admin-Controls-Overview\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"display: inline-block; max-width: 100%; box-sizing: border-box; padding: 12px 20px; font-size: 14px; line-height: 1.4; font-weight: 600; color: #1d4ed8; background-color: #f8fafc; border: 1px solid #c7d2fe; border-radius: 8px; text-decoration: none; cursor: pointer; transition: background-color 0.15s ease, border-color 0.15s ease; white-space: normal; word-break: break-word; text-align: center;\" onmouseover=\"this.style.backgroundColor='#eef2ff'; this.style.borderColor='#93c5fd'\" onmouseout=\"this.style.backgroundColor='#f8fafc'; this.style.borderColor='#c7d2fe'\"\u003e\n      ⚙️ Enterprise Admin Controls Overview ↗\n    \u003c/a\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/42477602165783-IT-administrator-setup-for-Otter\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"display: inline-block; max-width: 100%; box-sizing: border-box; padding: 12px 20px; font-size: 14px; line-height: 1.4; font-weight: 600; color: #1d4ed8; background-color: #f8fafc; border: 1px solid #c7d2fe; border-radius: 8px; text-decoration: none; cursor: pointer; transition: background-color 0.15s ease, border-color 0.15s ease; white-space: normal; word-break: break-word; text-align: center;\" onmouseover=\"this.style.backgroundColor='#eef2ff'; this.style.borderColor='#93c5fd'\" onmouseout=\"this.style.backgroundColor='#f8fafc'; this.style.borderColor='#c7d2fe'\"\u003e\n      🛡️ IT administrator setup for Otter ↗\n    \u003c/a\u003e\n    \u003c/div\u003e\n\u003chr\u003e\n\u003ch2 id=\"faqs\" data-toc-section=\"true\"\u003eFAQs\u003c/h2\u003e\n\u003cdiv\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"accordion\" id=\"faq-who-can-manage\"\u003eWho can manage Enterprise workspace settings?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eEnterprise workspace admins can manage workspace-level settings, including security, compliance, Notetaker behavior, sharing, and conversation content.\u003c/p\u003e\n\u003cp\u003eRegular workspace members cannot manage these settings.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"faq-settings-missing\"\u003eWhy can't I see certain Enterprise settings?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eSome settings may not appear depending on your workspace's plan, configuration, or your permissions.\u003c/p\u003e\n\u003cp\u003eConfirm that you are accessing the correct Enterprise workspace and have workspace admin permissions.\u003c/p\u003e\n\u003cp\u003eIf a setting is still unavailable, contact your Otter account manager.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"faq-settings-apply\"\u003eDo Enterprise workspace settings apply to all members?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eEnterprise workspace settings establish workspace-level controls for members. Some settings are enforced across the workspace, while others allow members to configure their own preferences.\u003c/p\u003e\n\u003cp\u003eFor settings that include \u003cstrong\u003eAllow members to change this setting for themselves?\u003c/strong\u003e, workspace admins can determine whether individual members are permitted to override the default.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"faq-member-overrides\"\u003eCan members change settings configured by a workspace admin?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eIt depends on the setting.\u003c/strong\u003e Some Enterprise settings allow admins to grant members permission to manage their own preferences.\u003c/p\u003e\n\u003cp\u003eWhen a setting is marked \u003cstrong\u003eAllowed\u003c/strong\u003e, members can customize that setting for themselves. When member changes are not allowed, the workspace setting is enforced.\u003c/p\u003e\n\u003cp\u003eThis option is available for certain settings, including pre-recording emails, default auto-join behavior, and meeting screen capture.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"faq-disable-auto-join\"\u003eCan I prevent Otter Notetaker from joining certain meetings?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e Workspace admins can configure default auto-join behavior and add do-not-record keywords.\u003c/p\u003e\n\u003cp\u003eMeetings containing configured do-not-record keywords in their titles will be excluded from Notetaker's automatic joining behavior.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"faq-customize-notetaker\"\u003eCan I customize how Otter Notetaker appears in meetings?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e Workspace admins can customize the Notetaker display name and image shown to meeting participants.\u003c/p\u003e\n\u003cp\u003eGo to\u003ca href=\"https://otter.ai/manage-team/team-settings\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e \u003cstrong\u003eManage Workspace → Settings → Otter Notetaker\u003c/strong\u003e\u003c/a\u003e and update the \u003cstrong\u003eNotetaker display name\u003c/strong\u003e or \u003cstrong\u003eNotetaker display image\u003c/strong\u003e.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"faq-disable-sharing\"\u003eCan I restrict members from sharing conversations outside the workspace?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e Workspace admins can use the \u003cstrong\u003eExternal sharing\u003c/strong\u003e setting under \u003cstrong\u003eSharing \u0026amp; Permissions\u003c/strong\u003e to restrict who members can share conversations with.\u003c/p\u003e\n\u003cp\u003eAdmins can also manage default auto-share settings, conversation exports, and social media sharing.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"faq-disable-exports\"\u003eWhat happens when conversation exports are disabled?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eWhen \u003cstrong\u003eConversation export\u003c/strong\u003e is turned off, workspace members cannot export conversations through the standard export functionality.\u003c/p\u003e\n\u003cp\u003eThis may also affect export options available through supported integrations.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"faq-hide-transcripts\"\u003eCan I hide transcripts or meeting summaries from members?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003e\u003cstrong\u003eYes.\u003c/strong\u003e Workspace admins can turn off \u003cstrong\u003eTranscript visibility\u003c/strong\u003e or \u003cstrong\u003eMeeting summary visibility\u003c/strong\u003e under \u003cstrong\u003eContent \u0026amp; Recordings\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003eThese settings control whether full transcripts and AI-generated summaries are displayed on conversation pages.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"faq-remove-audio\"\u003eWhat happens when I select Remove audio from conversations?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eThe \u003cstrong\u003eRemove audio\u003c/strong\u003e option is designed to remove audio from all existing and future workspace conversations.\u003c/p\u003e\n\u003cp\u003eBecause this action affects workspace-wide audio retention, review your organization's requirements before proceeding.\u003c/p\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eWarning:\u003c/strong\u003e Do not proceed until you have reviewed any existing conversation audio that your organization needs to retain.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"faq-admin-support\"\u003eWho should I contact if I need help configuring Enterprise settings?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eContact your organization's \u003cstrong\u003eOtter account manager\u003c/strong\u003e for assistance with Enterprise workspace configuration.\u003c/p\u003e\n\u003cp\u003eFor technical issues or additional troubleshooting, contact \u003ca href=\"https://help.otter.ai/hc/en-us/requests/new\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cstrong\u003eour Otter Support team\u003c/strong\u003e\u003c/a\u003e.\u003c/p\u003e\n\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e\n\u003c/div\u003e","user_segment_ids":[],"snippet":"Conversation \u003cem\u003eexport\u003c/em\u003e Control whether workspace members can \u003cem\u003eexport\u003c/em\u003e conversations from Otter. On: Allow members to \u003cem\u003eexport\u003c/em\u003e conversations","result_type":"article"},{"id":35634832371735,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/35634832371735.json","html_url":"https://help.otter.ai/hc/en-us/articles/35634832371735-Workspace-Webhooks","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":2,"vote_count":2,"upvote_count":2,"downvote_count":0,"section_id":13352400186391,"created_at":"2025-10-14T21:52:49Z","updated_at":"2026-10-29T20:58:45Z","name":"Workspace Webhooks","title":"Workspace Webhooks","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-29T20:58:45Z","user_segment_id":null,"permission_group_id":3069674,"content_tag_ids":["01GWAVSYKF4EPH4182MXAV6G6G","01K9BA5N717J4MY49V5NSFZYTE","01K9BA5PT4JPJ4N9KRGGD1JMT0"],"label_names":["api","public api","webhook set up","webhooks","add webhook"],"body":"\u003cdiv class=\"otter-api-doc otter-api-webhooks\"\u003e\n\u003cp\u003eWorkspace Admins can set up webhooks for your workspace so you can integrate Otter Conversation data into your downstream tools and workflows.\u003c/p\u003e\n\u003ch2 id=\"h_01K9B83BQBNEHSBBPR0T3MWM7G\"\u003eWebhook Payload\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eKey Fields\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e4e3c26b6d2a0c0f71b5e226b75743ab4\"\u003e\n\u003cstrong\u003eabstract_summary\u003c/strong\u003e: A concise summary of the meeting’s essential details\u003c/li\u003e\n\u003cli data-list-item-id=\"eb2e257bec9407941839b11e1dcfad152\"\u003e\n\u003cstrong\u003eaction_items\u003c/strong\u003e: The list of AI-detected tasks and responsibilities assigned to participants\u003c/li\u003e\n\u003cli data-list-item-id=\"e795e94eaa1232cac2a88edbe54a30323\"\u003e\n\u003cstrong\u003einsights\u003c/strong\u003e: A detailed breakdown of key topics and points discussed\u003c/li\u003e\n\u003cli data-list-item-id=\"eb76292d5dbce2658026e7cc6a93e53da\"\u003e\n\u003cstrong\u003eoutline\u003c/strong\u003e: Custom topics or questions to extract precise information from the meeting\u003c/li\u003e\n\u003cli data-list-item-id=\"e49f648ae11a05aff38a0161ba9387292\"\u003e\n\u003cstrong\u003etranscript\u003c/strong\u003e: Contains the entire transcript of the meeting\u003c/li\u003e\n\u003cli data-list-item-id=\"efe245c950d71912b9e78a1dc74e8fa32\"\u003e\n\u003cp\u003e\u003cstrong\u003ecalendar_guests\u003c/strong\u003e: The emails of the users invited to the calendar event (if exists)\u003c/p\u003e\n\u003cdiv class=\"note tips\"\u003e\n\u003cstrong\u003eTip:\u003c/strong\u003e Use \u003ccode\u003ecalendar_guests\u003c/code\u003e to match contacts in external systems (for example, syncing meeting participants to your CRM)\u003c/div\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ee10b74f2fb00f392e76110a5be7ea4df\"\u003e\n\u003cstrong\u003econf_join_url\u003c/strong\u003e: Join URL for the associated meeting (Zoom, Google Meet, Microsoft Teams, etc.), if available\u003c/li\u003e\n\u003cli data-list-item-id=\"ecc15edec4888acdfdc99db53c837980b\"\u003e\n\u003cstrong\u003eowner\u003c/strong\u003e: The Otter user who owns the conversation\u003c/li\u003e\n\u003cli data-list-item-id=\"e87db8ce9c7452179f46275bdee87a835\"\u003e\n\u003cstrong\u003eshared_emails\u003c/strong\u003e: List of users or email addresses the conversation is shared with, including permission levels\u003c/li\u003e\n\u003cli data-list-item-id=\"e439fe80f95579942a26a5de8c3470435\"\u003e\n\u003cstrong\u003eshared_channels\u003c/strong\u003e: List of channels the conversation is shared with, including channel details (such as name, member count, and discoverability) and permission levels\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 class=\"api-section-heading\" id=\"h_01KG3E2HASAAX5D7FHYR4YDNBF\"\u003e\n\u003cspan class=\"acc-title\"\u003e\u003cstrong\u003eExample Payload \u003c/strong\u003e\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eSee example payload\u003c/span\u003e\n\u003c/h2\u003e\n\u003cdiv class=\"api-section-body\"\u003e\u003cpre class=\"language-json\"\u003e{\n  \"meta\": {\n    \"retrieved_at\": \"2025-01-27T23:27:47.096395+00:00\",\n    \"webhook\": {\n      \"name\": \"#All Customer Calls\",\n      \"source_type\": \"channel\",\n      \"event\": \"conversation_completed\",\n      \"destination_url\": \"https://your-webhook-endpoint.com/\",\n      \"created_by\": {\n        \"id\": \"user_id\",\n        \"name\": \"Jane Doe\",\n        \"email\": \"jane@test.com\",\n        \"first_name\": \"Jane\",\n        \"last_name\": \"Doe\"\n      },\n      \"source\": {\n        \"id\": \"channel_id\",\n        \"name\": \"All Customer Calls\",\n        \"member_count\": 97,\n        \"owner\": {\n          \"id\": \"user_id\",\n          \"name\": \"Owner Name\",\n          \"email\": \"owner@test.com\",\n          \"first_name\": \"Owner\",\n          \"last_name\": \"Name\"\n        },\n        \"discoverability\": \"workspace\"\n      }\n    }\n  },\n  \"data\": {\n    \"id\": \"conversation_id\",\n    \"title\": \"product launch meeting\",\n    \"url\": \"https://otter.ai/u/conversation_id\",\n    \"owner\": {\n      \"id\": \"user_id\",\n      \"name\": \"Jane Doe\",\n      \"first_name\": \"Jane\",\n      \"last_name\": \"Doe\",\n      \"email\": \"jane@test.com\"\n    },\n    \"created_at\": \"2025-07-31T12:00:00Z\",\n    \"process_status\": {\n      \"abstract_summary\": \"finished\",\n      \"action_item\": \"finished\",\n      \"outline\": \"finished\"\n    },\n    \"calendar_guests\": [\n      {\n        \"name\": \"John Doe\",\n        \"email\": \"john@test.com\",\n        \"permission\": \"collaborate\"\n      }\n    ],\n    \"shared_emails\": [\n      {\n        \"email\": \"jane@test.com\",\n        \"user\": {\n          \"id\": \"user_id\",\n          \"name\": \"Jane Doe\",\n          \"first_name\": \"Jane\",\n          \"last_name\": \"Doe\",\n          \"email\": \"jane@test.com\"\n        },\n        \"permission\": \"collaborate\"\n      }\n    ],\n    \"shared_channels\": [\n      {\n        \"channel\": {\n          \"id\": \"channel_id\",\n          \"name\": \"All Customer Calls\",\n          \"member_count\": 97,\n          \"owner\": {\n            \"id\": \"user_id\",\n            \"name\": \"Owner Name\",\n            \"first_name\": \"Owner\",\n            \"last_name\": \"Name\",\n            \"email\": \"owner@test.com\"\n          },\n          \"discoverability\": \"workspace\"\n        },\n        \"permission\": \"collaborate\"\n      }\n    ],\n    \"abstract_summary\": \"This meeting discussed the next steps in the project launch. The team reviewed timelines, identified key risks, and assigned action items to ensure a successful launch next week.\",\n    \"conf_join_url\": \"https://calendar_meeting_url.com\",\n    \"relationships\": {\n      \"action_items\": [\n        {\n          \"id\": \"action_item_id\",\n          \"text\": \"Follow up with the sales team about launch messaging and prepare customer-facing materials\",\n          \"assignee\": {\n            \"id\": \"user_id\",\n            \"name\": \"Jane Doe\",\n            \"first_name\": \"Jane\",\n            \"last_name\": \"Doe\",\n            \"email\": \"jane@test.com\"\n          },\n          \"status\": {\n            \"completed\": true,\n            \"created_at\": \"2025-07-31T12:00:00Z\",\n            \"last_modified_at\": \"2025-07-31T12:00:00Z\",\n            \"completed_at\": \"2025-07-31T12:00:00Z\"\n          }\n        },\n        {\n          \"id\": \"action_item_id_2\",\n          \"text\": \"Coordinate with marketing to finalize launch timeline and promotional assets\",\n          \"assignee\": {\n            \"id\": \"user_id_2\",\n            \"name\": \"John Doe\",\n            \"first_name\": \"John\",\n            \"last_name\": \"Doe\",\n            \"email\": \"john@test.com\"\n          },\n          \"status\": {\n            \"completed\": false,\n            \"created_at\": \"2025-07-31T12:00:00Z\",\n            \"last_modified_at\": \"2025-07-31T12:00:00Z\",\n            \"completed_at\": null\n          }\n        }\n      ],\n      \"insights\": [\n        {\n          \"topic\": \"Decisions\",\n          \"text\": [\n            \"Launch scheduled for next week pending final API testing\",\n            \"Marketing campaign will begin two days before launch\",\n            \"Team will implement phased rollout approach to minimize risk\"\n          ]\n        },\n        {\n          \"topic\": \"Risks \u0026amp; Challenges\",\n          \"text\": [\n            \"Tight deadline may impact quality assurance\",\n            \"Dependency on external API requires coordination with vendor\",\n            \"Team fatigue noted as concern for post-launch support\"\n          ]\n        }\n      ],\n      \"outline\": [\n        {\n          \"section\": \"Project Overview and Timeline\",\n          \"text\": [\n            \"Jane Doe opened the meeting with a review of the product launch timeline\",\n            \"Team confirmed readiness for next week's launch date\",\n            \"Discussion of key milestones and dependencies leading up to launch\",\n            \"Review of completed pre-launch tasks and remaining action items\"\n          ]\n        },\n        {\n          \"section\": \"Risk Assessment and Mitigation\",\n          \"text\": [\n            \"Team identified three primary risks: tight deadline, team fatigue, and external API dependency\",\n            \"Discussion of mitigation strategies for each identified risk\",\n            \"Agreement to implement phased rollout to reduce launch day pressure\",\n            \"Plan to coordinate closely with external vendor for API stability\"\n          ]\n        },\n        {\n          \"section\": \"Marketing and Sales Coordination\",\n          \"text\": [\n            \"Marketing team presented launch campaign overview\",\n            \"Jane Doe assigned to coordinate with sales team on messaging\",\n            \"Discussion of customer-facing materials and launch communications\",\n            \"Timeline established for marketing activities pre and post-launch\"\n          ]\n        },\n        {\n          \"section\": \"Action Items and Next Steps\",\n          \"text\": [\n            \"Team reviewed and assigned specific action items for launch preparation\",\n            \"Follow-up meetings scheduled for the week prior to launch\",\n            \"Agreement on communication protocol during launch week\",\n            \"Plan established for post-launch review and iteration\"\n          ]\n        }\n      ],\n      \"transcript\": {\n        \"content\": \"Jane Doe  00:00\\nAlright everyone, thanks for joining. Let's dive into where we are with the product launch.\\n\\nJohn Doe  00:15\\nWelcome to the project launch meeting! Excited to get this across the finish line.\\n\\nJane Doe  00:22\\nSame here. So we're targeting next week for launch, which means we've got a lot to coordinate over the next few days. Let me walk through the key items we need to address.\\n\\nJohn Doe  00:35\\nSounds good. I know marketing is ready to go, but we should probably talk about some of the risks we're seeing.\\n\\nJane Doe  00:42\\nAbsolutely. That's actually first on my list. We've identified a few concerns - the tight deadline, team fatigue, and our dependency on that external API. Let's talk through mitigation strategies for each of these.\\n\\n\\nTranscribed by https://otter.ai\",\n        \"format\": \"txt\"\n      }\n    },\n    \"custom_prompt\": {\n      \"label\": \"Next Steps\",\n      \"output\": \"# **Launch Preparation Plan**\\n\\n| Phase | Task | Owner | Deadline |\\n|-------|------|-------|----------|\\n| 1 | Finalize API integration testing | Engineering Team | 3 days before launch |\\n| 2 | Complete marketing materials | Marketing Team | 2 days before launch |\\n| 3 | Sales team briefing and messaging | Jane Doe | 2 days before launch |\\n| 4 | Customer communications draft | Jane Doe | 1 day before launch |\\n| 5 | Final go/no-go decision meeting | Leadership Team | Morning of launch |\\n| 6 | Launch execution | All Teams | Launch day |\\n| 7 | Post-launch monitoring | Engineering Team | Launch day + 3 days |\\n| 8 | Launch retrospective | All Teams | 1 week post-launch |\\n\\n# **Key Priorities**\\n\\n**Immediate Actions:**\\n• Jane to schedule sales team coordination meeting\\n• Marketing to finalize promotional timeline and assets\\n• Engineering to complete final API testing with vendor\\n• Leadership to review phased rollout plan\\n\\n**Risk Mitigation:**\\n• Implement phased rollout approach to reduce launch complexity\\n• Establish daily check-ins during launch week\\n• Create contingency plan for API downtime\\n• Plan team capacity for post-launch support period\\n\\n**Success Metrics:**\\n• Monitor system stability during first 48 hours\\n• Track customer adoption and feedback\\n• Measure marketing campaign performance\\n• Assess team workload and identify support needs\"\n    }\n  }\n}\u003c/pre\u003e\u003c/div\u003e\n\u003ch2 id=\"h_01K9B83BQJCTXMF7ZKPKMSE2VK\"\u003eWebhook Management\u003c/h2\u003e\n\u003cp\u003eWorkspace Admins can get the Webhook page by going to \u003ca href=\"https://otter.ai/manage-team/developer\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eManage Workspace → Developer\u003c/a\u003e. Only Workspace Admins can set up workspace webhooks.\u003c/p\u003e\n\u003ch2 id=\"h_01K9B83BQJ0GMRC1G3VT27DMF3\"\u003eCreating a Webhook\u003c/h2\u003e\n\u003cp\u003eCreate a new webhook by clicking on + \u003cstrong\u003eCreate webhook\u003c/strong\u003e. The following dialog window will show up:\u003c/p\u003e\n\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 603/645; width: 53.76%;\" src=\"https://help.otter.ai/hc/article_attachments/36139521245335\" width=\"603\" height=\"645\"\u003e\u003c/p\u003e\n\u003cp\u003eEnter the following information to create your webhook. The fields are:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e34aa2aad9ac58539d2ffb1507cba8063\"\u003e\n\u003cstrong\u003eEndpoint URL\u003c/strong\u003e (\u003cstrong\u003erequired\u003c/strong\u003e): The URL to receive the exported speech, e.g., third-party URLs obtained from your CRM.\u003c/li\u003e\n\u003cli data-list-item-id=\"efb9ebd0932c805a9c57466c233aa9224\"\u003e\n\u003cstrong\u003eName \u003c/strong\u003e(\u003cstrong\u003eoptional\u003c/strong\u003e)\u003cstrong\u003e:\u003c/strong\u003e A friendly name for this webhook. It can be null, and a blank field will be displayed for the webhook.\u003c/li\u003e\n\u003cli data-list-item-id=\"e0f73fe3310e2ca4dfc3f8bf57666fc12\"\u003e\n\u003cstrong\u003eSource \u003c/strong\u003e(\u003cstrong\u003erequired\u003c/strong\u003e)\u003cstrong\u003e:\u003c/strong\u003e The sources of speeches to export. Options:\u003cul\u003e\n\u003cli data-list-item-id=\"e9f91ffd9b641436d9b4ac16eb5def584\"\u003eWorkspace: All Conversations shared to the entire workspace will be exported.\u003c/li\u003e\n\u003cli data-list-item-id=\"ea25c4b124690301c55bd31168d54c495\"\u003eChannel: Only Conversations in the selected channels will be exported to this webhook.\u003cul\u003e\u003cli data-list-item-id=\"e5fb5ae67436d8a061b8f15afdab65243\"\u003ePublic and private channels are supported.\u003c/li\u003e\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e9cd5834c2391452a9cdad7d020637ce9\"\u003e\n\u003cstrong\u003eEvent type:\u003c/strong\u003e the event that will trigger the webhook export.\u003cul\u003e\n\u003cli data-list-item-id=\"e0bf1325ab69c1f856fb12e8052444748\"\u003e\n\u003ccode\u003econversation.completed\u003c/code\u003e: A new conversation that is shared to the source has finished the process.\u003c/li\u003e\n\u003cli data-list-item-id=\"ef2b96c900ea026d87101c328d3eed5d5\"\u003e\n\u003ccode\u003econversation.shared\u003c/code\u003e: An existing conversation is shared to the source.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"h_01K9B83BQPG1JWHPPHXD0FT2E3\"\u003eUpdating a Webhook\u003c/h2\u003e\n\u003cp\u003eCurrently, there is no way to update a webhook. We recommend creating a new webhook and deleting the old one.\u003c/p\u003e\n\u003ch2 id=\"h_01K9B83BQPSAG09417J3TPN5TP\"\u003eDeleting a Webhook\u003c/h2\u003e\n\u003cp\u003eThe webhooks can be deleted with the three-dot icon on the right. The deletion is permanent, and the endpoint URLs will stop receiving data from Otter immediately once they’re deleted.\u003c/p\u003e\n\u003ch2 id=\"h_01K9B83BQPV81Q658F5EK273MQ\"\u003eWebhook Setup Best Practices\u003c/h2\u003e\n\u003cp\u003eCheck out some ways webhooks can be set up below. If you have any questions about specific setups, contact your Otter Account Manager.\u003c/p\u003e\n\u003ch3 class=\"api-section-heading\" id=\"h_01K9B83BQQZHW7FJP94GA3RFQR\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cstrong\u003eExample 1 - Export external Sales calls through an auto-share channel\u003c/strong\u003e\u003c/span\u003e\u003c/h3\u003e\n\u003cdiv class=\"api-section-body\"\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e35c3e42b67c93f3d9c5869e0c952184d\"\u003eSet up a public \u003ca href=\"https://help.otter.ai/hc/en-us/articles/17333604747671-Centralized-Sales-Call-Channel\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eauto-share channel for your Sales calls\u003c/a\u003e. This allows you to auto-share external calls from selected team members to a central channel.\u003c/li\u003e\n\u003cli data-list-item-id=\"e38e00baf19ae7b3d584455c7a1041588\"\u003eSet up a channel-level webhook by setting the \u003ccode\u003esource\u003c/code\u003e = the public channel you set up.\u003c/li\u003e\n\u003c/ol\u003e\u003c/div\u003e\n\u003ch3 class=\"api-section-heading\" id=\"h_01K9B83BQQNWRDCQ6M8E3TH5H9\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cstrong\u003eExample 2 - Export all \u0026lt;type of\u0026gt; calls through meeting template output rules\u003c/strong\u003e\u003c/span\u003e\u003c/h3\u003e\n\u003cdiv class=\"api-section-body\"\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ee176ef0f45d14fb6991a997b2dbbc4a0\"\u003eSet up a \u003ca href=\"https://help.otter.ai/hc/en-us/articles/31402572907415-Custom-Meeting-Type-Templates\" target=\"_blank\" rel=\"noopener noreferrer\"\u003emeeting template\u003c/a\u003e to your preferences that is auto-applied to the calls you want exported.\u003c/li\u003e\n\u003cli data-list-item-id=\"e76af8d89776ebc7c83551e20d3d30275\"\u003eSet up an output rule in the meeting template so that all auto-applied meetings with this template are shared to a public channel.\u003c/li\u003e\n\u003cli data-list-item-id=\"eac1fcd551097c3b1f4a336ba3a1030ea\"\u003eSet up a channel-level webhook by setting the \u003ccode\u003esource\u003c/code\u003e = the public channel you set up.\u003c/li\u003e\n\u003c/ol\u003e\u003c/div\u003e\n\u003ch3 class=\"api-section-heading\" id=\"h_01K9B83BQRRJF2Y8JJ9X1MECA1\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cstrong\u003eExample 3 - Manually selected “shared to workspace” meetings\u003c/strong\u003e\u003c/span\u003e\u003c/h3\u003e\n\u003cdiv class=\"api-section-body\"\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e12503fb520f27ddc98be75744afe9cd0\"\u003eSet up a webhook where \u003ccode\u003esource\u003c/code\u003e = “Conversations shared to anyone in the workspace”.\u003c/li\u003e\n\u003cli data-list-item-id=\"e7d5f36a09425593c452619f24861899a\"\u003eEnsure the meeting notes are shared with “Workspace members”. \u003c/li\u003e\n\u003c/ol\u003e\n\u003cfigure class=\"wysiwyg-image wysiwyg-image-block-align-left wysiwyg-image-resized\" style=\"width: 47.76%;\"\u003e\u003cimg style=\"aspect-ratio: 787/1078;\" src=\"https://help.otter.ai/hc/article_attachments/36189672001943\" width=\"787\" height=\"1078\"\u003e\u003c/figure\u003e\n\u003c/div\u003e\n\u003ch2 id=\"h_01K9B83BQSV36T3V9TF3SCZFTA\" data-faq-headings=\"true\"\u003eTroubleshooting \u0026amp; FAQ\u003c/h2\u003e\n\u003cdiv data-toc-skip-children=\"true\"\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"api-section-heading\" id=\"h_01K9B97H9DNZF5FY88FW587MM4\"\u003eIs a full API available?\u003c/h2\u003e\n\u003cdiv class=\"api-section-body\"\u003e\u003cp\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/36130822688279\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eOtter.ai's Public API\u003c/a\u003e is available for all Enterprise workspaces. If you do not see this feature for your workspace, contact your Otter account manager.\u003c/p\u003e\u003c/div\u003e\n\u003ch2 class=\"api-section-heading\" id=\"h_01K9B97NFP061Q0A3491SWEB32\"\u003eWhat is the webhook retry logic?\u003c/h2\u003e\n\u003cdiv class=\"api-section-body\"\u003e\u003cul\u003e\u003cli data-list-item-id=\"e2010e3b102ed04e42b093bff4952e12b\"\u003eFor each Conversation, there will be 2 additional retry attempts if the previous ones fail.\u003c/li\u003e\u003c/ul\u003e\u003c/div\u003e\n\u003ch2 class=\"api-section-heading\" id=\"h_01K9B97WB3ZNCQAKB49TBG91MA\"\u003eDo you support private channels?\u003c/h2\u003e\n\u003cdiv class=\"api-section-body\"\u003e\u003cul\u003e\u003cli data-list-item-id=\"e148c44854c3f7b4872dca1b2d1350dd8\"\u003eYes. Private channels are supported. \u003c/li\u003e\u003c/ul\u003e\u003c/div\u003e\n\u003ch2 class=\"api-section-heading\" id=\"h_01K9B9817SMP4BA2JBZV4ZVQQ6\"\u003eI didn’t receive a meeting I expected to receive to my webhook. Why?\u003c/h2\u003e\n\u003cdiv class=\"api-section-body\"\u003e\u003cul\u003e\u003cli data-list-item-id=\"ef467f6b0ad90e7216ec2ec723faccab6\"\u003eYour meeting must be shared to the Workspace or proper channel \u003cstrong\u003eBEFORE\u003c/strong\u003e the meeting ends.\u003c/li\u003e\u003c/ul\u003e\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e\n\u003cdiv class=\"note flag\"\u003eIf you have any questions or require further assistance, contact your Otter Account Manager. \u003c/div\u003e\n\u003c/div\u003e","user_segment_ids":[],"snippet":"speeches to \u003cem\u003eexport\u003c/em\u003e. Options: Workspace: All Conversations shared to the entire workspace will be \u003cem\u003eexported\u003c/em\u003e. Channel: Only","result_type":"article"},{"id":29730579913751,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/29730579913751.json","html_url":"https://help.otter.ai/hc/en-us/articles/29730579913751-CRM-Integration-Sync-Insights-to-Custom-Fields","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":5,"vote_count":5,"upvote_count":5,"downvote_count":0,"section_id":13352400186391,"created_at":"2025-02-04T00:23:51Z","updated_at":"2026-06-05T21:27:19Z","name":"CRM Integration: Sync Insights to Custom Fields","title":"CRM Integration: Sync Insights to Custom Fields","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-05T21:27:19Z","user_segment_id":null,"permission_group_id":3069674,"content_tag_ids":["01GWAVSYKF4EPH4182MXAV6G6G","01HGKYW7SG85QN91PSM7NYX7CB","01JK9B16TQJHBKD7NFVMZM80JV","01JK9B1A6KVBY1YHK99PFXNY5D"],"label_names":["edit insights","manage insights","custom fields","salesforce fields","manage fields","custom mapping","custom crm","customize insights","insights to salesforce"],"body":"\u003cp\u003eSync Otter meeting Insights directly to \u003cstrong\u003eSalesforce Opportunity fields\u003c/strong\u003e or \u003cstrong\u003eHubSpot Deal fields\u003c/strong\u003e to keep your CRM automatically updated with key customer conversation data. Map AI-generated Insights—such as next steps, pain points, action items, and meeting summaries—to custom CRM fields to improve sales workflows, reporting, and post-meeting follow-up.\u003c/p\u003e\u003cdiv class=\"note plan\"\u003e\n\u003cstrong\u003eAdmin: \u003c/strong\u003eYou must be both an \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360049123433\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eOtter workspace admin\u003c/a\u003e and an admin for the connected CRM to complete the installation steps below.\u003c/div\u003e\u003ch2 id=\"h_01JK999KRKSV1JMTKQYBKEG4F6\"\u003e\n\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 120/84; width: 3.06%;\" src=\"https://help.otter.ai/hc/article_attachments/40567880789911\" width=\"120\" height=\"84\"\u003e Salesforce\u003c/h2\u003e\u003cp\u003eBefore managing Insights and custom fields, ensure Salesforce is connected and configured for your workspace.\u003c/p\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/40317607861271\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"display: inline-block; max-width: 100%; box-sizing: border-box; padding: 12px 20px; margin-bottom: 24px; font-size: 14px; line-height: 1.4; font-weight: 600; color: #1d4ed8; background-color: #f8fafc; border: 1px solid #c7d2fe; border-radius: 8px; text-decoration: none; cursor: pointer; transition: background-color 0.15s ease, border-color 0.15s ease; white-space: normal; word-break: break-word; text-align: center;\" onmouseover=\"this.style.backgroundColor='#eef2ff'; this.style.borderColor='#93c5fd'\" onmouseout=\"this.style.backgroundColor='#f8fafc'; this.style.borderColor='#c7d2fe'\"\u003e\n   👉 Set up Salesforce for your workspace\n\u003c/a\u003e\u003ch2 class=\"accordion\" id=\"h_01K7SEN9GEX8DFDH3FGA2WYVA5\"\u003e\n\u003cspan class=\"acc-title\"\u003eMap Insights\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eConfigure which Salesforce field insights sync to\u003c/span\u003e\n\u003c/h2\u003e\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eOnce Salesforce has been set up for your workspace, follow the steps below to map your insights to your custom fields. The custom mapping(s) will apply to all future recordings.\u003c/p\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"efad78b63b75a1b8d74366dd35a06a255\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eIntegrations → Salesforce\u003c/a\u003e and click \u003cstrong\u003eManage\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/40567818648343\" width=\"1576\" height=\"641\"\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e56d62175655cecd5ec7407ab64c157ab\"\u003e\n\u003cp\u003eSelect a template, then map your Insights to the corresponding custom field in Salesforce.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"eb0c2f2a4819a744c08ade435552ccec4\"\u003e\n\u003cstrong\u003eInsights\u003c/strong\u003e: \u003ca href=\"https://help.otter.ai/hc/en-us/articles/31402572907415\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCustomize and manage your Otter Insights\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e43126f08a447fe41ee5b14d5c047ecd6\"\u003e\n\u003cstrong\u003eSalesforce fields\u003c/strong\u003e: \u003ca href=\"https://help.salesforce.com/s/articleView?id=platform.adding_fields.htm\u0026amp;type=5\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eManage your custom Salesforce fields\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e34088045d774aff9affcef35304f496d\"\u003e\n\u003cstrong\u003eWrite behavior\u003c/strong\u003e:\u003cul\u003e\n\u003cli data-list-item-id=\"ebe2c94a8d80386b20391ad127a586654\"\u003e\n\u003cstrong\u003eWrite if empty\u003c/strong\u003e — Only syncs data if the Salesforce field is currently empty\u003c/li\u003e\n\u003cli data-list-item-id=\"e5187692eb64c9263b75e5dcd89f690f5\"\u003e\n\u003cstrong\u003eOverwrite\u003c/strong\u003e — Syncs data and replaces any existing field content\u003c/li\u003e\n\u003cli data-list-item-id=\"e7e1caa9827e4d36b5439abcecd01985e\"\u003e\n\u003cstrong\u003eAppend\u003c/strong\u003e — Syncs data by adding new content to the existing field value\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ed48887e6c1b849fe10204bbd1c1b0e38\"\u003e\n\u003cstrong\u003eEnable\u003c/strong\u003e: Toggle \u003cstrong\u003eON\u003c/strong\u003e or \u003cstrong\u003eOFF\u003c/strong\u003e the custom mapping\u003c/li\u003e\n\u003cli data-list-item-id=\"e6aa65254b427a8d44796289b44ff1053\"\u003e\n\u003cstrong\u003eEdit template:\u003c/strong\u003e \u003ca href=\"https://help.otter.ai/hc/en-us/articles/31402572907415-Custom-Meeting-Type-Templates\"\u003eCustomize your Otter meeting templates\u003c/a\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/40567818649239\" width=\"2780\" height=\"1861\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cspan data-token-index=\"0\"\u003e\u003cstrong\u003eNote:\u003c/strong\u003e\u003c/span\u003e Only text fields are supported at this time. Custom fields from Salesforce Opportunities or HubSpot Deals can be mapped. We do not sync to custom fields for Contacts, Accounts, or Tasks at this time.\u003c/div\u003e\n\u003c/div\u003e\u003ch2 class=\"accordion\" id=\"h_01K7SEV1KTPJR4RWHHF0JKGBHX\"\u003e\n\u003cspan class=\"acc-title\"\u003eManage Salesforce settings\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eConfigure sync and AI Chat settings\u003c/span\u003e\n\u003c/h2\u003e\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eManage your Otter Salesforce settings. Automatically sync insights to Salesforce, or manually export a conversation at any time. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/38654669804567\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about manually exporting a conversation to Salesforce\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/40567880793623\" width=\"2780\" height=\"1856\"\u003e\u003c/p\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eControl each setting to apply it either to all workspace users or only to your admin account.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"eedf2156cb7cdecc3c1adfbe40b9ee4c0\"\u003e\n\u003cstrong\u003eAll workspace users\u003c/strong\u003e: Enabled for all workspace members\u003c/li\u003e\n\u003cli data-list-item-id=\"e18230cbe2f23219cd707b9c3843fcb69\"\u003e\n\u003cstrong\u003eOnly me\u003c/strong\u003e: Enabled only for the admin who connected and is managing the Salesforce connection\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"h_01KRYF10F6TY66ZRGFG50R7ZVJ\"\u003eSettings\u003c/h3\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"edb5457ecc2cda8c4a19f952f6a2c7914\"\u003e\n\u003cstrong\u003eSalesforce task creation:\u003c/strong\u003e Create a task for calendar guests matching the Salesforce contact\u003c/li\u003e\n\u003cli data-list-item-id=\"ed9990d4c2a212222b97d8aa950efd50a\"\u003e\n\u003cstrong\u003eSalesforce Opportunity field mapping:\u003c/strong\u003e \u003ca href=\"#h_01K7SEN9GEX8DFDH3FGA2WYVA5\"\u003eCustomize field mappings to sync insights to specific Salesforce fields\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e668dfa4fbb2b1c9543b3cfbde768200f\"\u003e\n\u003cstrong\u003eOtter AI Chat with Salesforce:\u003c/strong\u003e \u003ca href=\"https://help.otter.ai/hc/en-us/articles/33243919891351-Otter-Chat-with-Salesforce\"\u003eQuery answers across your Otter conversations and Salesforce data, all in AI Chat\u003c/a\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\n\u003c/div\u003e\u003chr\u003e\u003ch2 id=\"h_01K7SEVRGK3E14ED7GRSBWC944\"\u003e\n\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 120/120; width: 3%;\" src=\"https://help.otter.ai/hc/article_attachments/40567880794903\" width=\"120\" height=\"120\"\u003e HubSpot\u003c/h2\u003e\u003cp\u003eBefore managing Insights and custom fields, ensure HubSpot is connected and configured for your workspace.\u003c/p\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/40426498007959\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"display: inline-block; max-width: 100%; box-sizing: border-box; padding: 12px 20px; margin-bottom: 24px; font-size: 14px; line-height: 1.4; font-weight: 600; color: #1d4ed8; background-color: #f8fafc; border: 1px solid #c7d2fe; border-radius: 8px; text-decoration: none; cursor: pointer; transition: background-color 0.15s ease, border-color 0.15s ease; white-space: normal; word-break: break-word; text-align: center;\" onmouseover=\"this.style.backgroundColor='#eef2ff'; this.style.borderColor='#93c5fd'\" onmouseout=\"this.style.backgroundColor='#f8fafc'; this.style.borderColor='#c7d2fe'\"\u003e\n   👉 Set up HubSpot for your workspace\n\u003c/a\u003e\u003ch2 class=\"accordion\" id=\"h_01K7SEZD5ZZ4EJTZYM53ERVGYC\"\u003e\n\u003cspan class=\"acc-title\"\u003eMap Insights\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eConfigure which HubSpot field insights sync to\u003c/span\u003e\n\u003c/h2\u003e\u003cdiv class=\"panel\"\u003e\n\u003cdiv class=\"note flag\"\u003eOnce HubSpot has been set up for your workspace, follow the steps below to map your insights to your custom fields. The custom mapping(s) will apply to all future recordings.\u003c/div\u003e\n\u003col\u003e\n\u003cli data-list-item-id=\"e6baffe3fdee9b39a07ee5b9b8722dd51\"\u003e\n\u003cp\u003eGo to \u003ca href=\"https://otter.ai/setting/connected_apps\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eIntegrations → HubSpot\u003c/a\u003e and click \u003cstrong\u003eManage\u003c/strong\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41009852106903\" width=\"1583\" height=\"566\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ec7d7df5688021eb060a6f96090d6ad03\"\u003e\n\u003cp\u003eSelect a template, then map your Insights to the corresponding custom field in HubSpot.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ecf9ca92ce8d9649ecb39e53dde580f2b\"\u003e\n\u003cstrong\u003eInsights\u003c/strong\u003e: \u003ca href=\"https://help.otter.ai/hc/en-us/articles/31402572907415\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCustomize and manage your Otter Insights\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e173f56229a551cbb8fa409b2054a071b\"\u003e\n\u003cstrong\u003eHubSpot fields\u003c/strong\u003e: \u003ca href=\"https://knowledge.hubspot.com/properties/create-and-edit-properties\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eManage your custom HubSpot fields\u003c/a\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ebd191b2ea37cc77d2d3818d4e217afcf\"\u003e\n\u003cstrong\u003eWrite behavior\u003c/strong\u003e:\u003cul\u003e\n\u003cli data-list-item-id=\"e1ac5791ae05b889596d1e8dadeeb058c\"\u003e\n\u003cstrong\u003eWrite if empty\u003c/strong\u003e — Only syncs data if the HubSpot field is currently empty\u003c/li\u003e\n\u003cli data-list-item-id=\"e62e749f60f7e16497eac9735b08d0d61\"\u003e\n\u003cstrong\u003eOverwrite\u003c/strong\u003e — Syncs data and replaces any existing field content\u003c/li\u003e\n\u003cli data-list-item-id=\"ebb5edb951b71ada644f09aad327940b9\"\u003e\n\u003cstrong\u003eAppend\u003c/strong\u003e — Syncs data by adding new content to the existing field value\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e4b587215a68a90be48d989b2c16b8a7a\"\u003e\n\u003cstrong\u003eEnable\u003c/strong\u003e: Toggle \u003cstrong\u003eON\u003c/strong\u003e or \u003cstrong\u003eOFF\u003c/strong\u003e the custom mapping\u003c/li\u003e\n\u003cli data-list-item-id=\"e63244025d96bdecce1fe02c53b72720c\"\u003e\n\u003cstrong\u003eEdit template:\u003c/strong\u003e \u003ca href=\"https://help.otter.ai/hc/en-us/articles/31402572907415-Custom-Meeting-Type-Templates\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCustomize your Otter meeting templates\u003c/a\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41009852107415\" width=\"2887\" height=\"1918\"\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e Only text fields are supported at this time. Custom fields from HubSpot Deals can be mapped. We do not sync to custom fields for Contacts, Accounts, or Tasks at this time.\u003c/div\u003e\n\u003c/div\u003e\u003ch2 class=\"accordion\" id=\"h_01KTCS7A7HHCXQQM2Z6BTJRA09\"\u003e\n\u003cspan class=\"acc-title\"\u003eManage HubSpot settings\u003c/span\u003e \u003cspan class=\"acc-sub\"\u003eConfigure sync settings\u003c/span\u003e\n\u003c/h2\u003e\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eManage your Otter HubSpot settings. Automatically sync insights to HubSpot, or manually export a conversation at any time. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/41004703283095\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLearn more about manually exporting to HubSpot\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/41009823715351\" width=\"2780\" height=\"1856\"\u003e\u003c/p\u003e\n\u003cp\u003eControl each setting to apply it either to all workspace users or only to your admin account.\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e18cf1fd63e870f700dfb8f7150230996\"\u003e\n\u003cstrong\u003eAll workspace users\u003c/strong\u003e: Enabled for all workspace members\u003c/li\u003e\n\u003cli data-list-item-id=\"ec2d1e4d7abe8b2cb0d0d6bfe4d5429a2\"\u003e\n\u003cstrong\u003eOnly me\u003c/strong\u003e: Enabled only for the admin who connected and is managing the HubSpot Deal\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"h_01KTCSFA4PWCQ0BASZVPP55PGB\"\u003eSettings\u003c/h3\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e06a9d305f10aed1756a2d45205c4f1e0\"\u003e\n\u003cstrong\u003eHubSpot meeting creation:\u003c/strong\u003e Create a task for calendar guests matching the HubSpot Deal\u003c/li\u003e\n\u003cli data-list-item-id=\"e43cdedaeb791ff5b483942d1e82089e8\"\u003e\n\u003cstrong\u003eHubSpot Deal property mapping:\u003c/strong\u003e \u003ca href=\"#h_01K7SEZD5ZZ4EJTZYM53ERVGYC\"\u003eCustomize field mappings to sync insights to specific HubSpot fields\u003c/a\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/div\u003e\u003ch2 id=\"h_01JK999KRMTAX1DHG35JMXH43V\" data-faqs-heading=\"true\"\u003eFAQs\u003c/h2\u003e\u003cdiv data-skip-children=\"true\"\u003e\u003csection class=\"faq-section\"\u003e\u003ch2 class=\"accordion\" id=\"h_01JT46TRBZBJZX6XECWHHAVYBT\"\u003eWhich Salesforce Opportunity or HubSpot Deal will Otter.ai Insights sync to?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eOtter.ai syncs meeting Insights to the most recent Salesforce Opportunity or HubSpot Deal associated with a \u003cstrong\u003eContact\u003c/strong\u003e from the meeting.\u003c/p\u003e\n\u003cp\u003eIf the meeting participant does not exist as a Contact in your CRM, Otter.ai cannot map or sync the Insights to an Opportunity or Deal.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01JK9AFNJ1XRGT9BJV90PHTB66\"\u003eWhy don’t I see the \u003cstrong\u003eManage\u003c/strong\u003e option for my workspace?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eTo manage insights, mappings, and connection settings:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e92936abe6d48dda33cee068f537a7e44\"\u003eEnsure you are signed in as both an \u003cstrong\u003eOtter workspace admin\u003c/strong\u003e and a \u003cstrong\u003eSalesforce or HubSpot admin\u003c/strong\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e30f776ed6d6811b3a5fc3e85acff31c9\"\u003eVerify that the CRM integration was installed and connected for the entire workspace, not just an individual account\u003c/li\u003e\n\u003cli data-list-item-id=\"e32395ea421ee2617ac6160b07a07c73b\"\u003eReview the \u003ca href=\"https://help.otter.ai/hc/en-us/articles/40317607861271\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eSalesforce\u003c/a\u003e or \u003ca href=\"https://help.otter.ai/hc/en-us/articles/40426498007959\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eHubSpot\u003c/a\u003e integration setup guide to confirm the workspace-level installation steps were completed\u003c/li\u003e\n\u003c/ul\u003e\n\u003cdiv class=\"note flag\"\u003e\n\u003cstrong\u003eNote:\u003c/strong\u003e If you’re experiencing any issues, please have your workspace admin contact your Otter account manager.\u003c/div\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01JK9AFRD3YB47G9525KWNYEAD\"\u003eCan workspace members manage custom CRM field mappings?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eNo. Only workspace admins can manage custom field mappings for syncing Otter.ai Insights to Salesforce or HubSpot.\u003c/p\u003e\n\u003cp\u003eWorkspace members can still manage and customize Insights by editing and updating \u003ca href=\"https://help.otter.ai/hc/en-us/articles/31402572907415\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCustom Meeting Templates\u003c/a\u003e.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01JK9AFYVCCGANHM1BJRJYMJRA\"\u003eCan I map insights to custom fields in Salesforce Contacts, Accounts, or Tasks?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eNo. Otter.ai Insights can currently only be mapped to custom fields in Salesforce Opportunities.\u003c/p\u003e\n\u003cp\u003eSupport for additional Salesforce objects and custom field mappings may be added in the future.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01JK9AT5CN6MCHCZX5MBWNEZ0J\"\u003eCan I map insights to custom fields in HubSpot Contacts or Companies?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eNo. Otter.ai Insights can currently only be mapped to custom fields in HubSpot Deals.\u003c/p\u003e\n\u003cp\u003eSupport for additional HubSpot objects and custom field mappings may be added in the future.\u003c/p\u003e\n\u003c/div\u003e\n\u003ch2 class=\"accordion\" id=\"h_01K7SF8H32S60NVT8T1Z90QDRR\"\u003eIs Enriched Otter AI Chat available for HubSpot?\u003c/h2\u003e\n\u003cdiv class=\"panel\"\u003e\n\u003cp\u003eNo. \u003ca href=\"https://help.otter.ai/hc/en-us/articles/33243919891351\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eEnriched AI Chat\u003c/a\u003e is currently only available for Salesforce.\u003c/p\u003e\n\u003cp\u003eSupport for HubSpot may be added in future updates.\u003c/p\u003e\n\u003c/div\u003e\u003c/section\u003e\u003c/div\u003e","user_segment_ids":[],"snippet":"to Salesforce, or manually \u003cem\u003eexport\u003c/em\u003e a conversation at any time. Learn more about manually \u003cem\u003eexporting\u003c/em\u003e a conversation to Salesforce","result_type":"article"},{"id":360035266494,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/360035266494.json","html_url":"https://help.otter.ai/hc/en-us/articles/360035266494-What-is-Otter","author_id":405463210074,"comments_disabled":true,"draft":false,"promoted":true,"position":0,"vote_sum":583,"vote_count":1079,"upvote_count":831,"downvote_count":248,"section_id":360008124593,"created_at":"2019-09-12T19:00:44Z","updated_at":"2026-10-21T16:26:05Z","name":"What is Otter?","title":"What is Otter?","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2024-11-11T21:52:49Z","user_segment_id":null,"permission_group_id":3069654,"content_tag_ids":[],"label_names":[],"body":"\u003cp\u003e\u003cimg src=\"https://help.otter.ai/hc/article_attachments/5094431225751\" alt=\"Collage.png\"\u003e\u003cspan\u003e\u003cbr\u003eTaking notes during meetings or transcribing conversations can be time-consuming and distracting. Otter.ai streamlines this process by converting your voice interactions into searchable, shareable smart notes. Whether you’re in a meeting, conducting an interview, brainstorming on the go, or transcribing existing recordings, Otter.ai enhances your productivity. Additionally, you can capture photos—such as whiteboard content or speaker slides—during a recording, and Otter.ai will seamlessly integrate them into your transcripts. This comprehensive approach ensures you never miss a detail. \u003cbr\u003e\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003e\u003ciframe src=\"//www.youtube-nocookie.com/embed/UJyz83KOf44\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\n\u003ch2 id=\"h_01JCEK2KB78V4VNNT8GDK5FAGT\"\u003eYour conversations\u003c/h2\u003e\n\u003cp\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048269733\" target=\"_self\"\u003eRecord\u003c/a\u003e and \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360059448294\" target=\"_self\"\u003etranscribe conversations\u003c/a\u003e using Otter on your mobile phone or web browser. Then share your conversations with teammates or classmates.\u003c/p\u003e\n\u003cp\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/sections/360008279213-Record-transcribe-conversations\" target=\"_self\"\u003eLearn more about recording and transcribing conversations\u003c/a\u003e.\u003c/p\u003e\n\u003ch3 id=\"h_01JCEK2KB701P61KY6E9GPBSTK\"\u003e📤  Share conversations\u003c/h3\u003e\n\u003cp\u003eYou can easily \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048338793\" target=\"_self\"\u003eshare conversations\u003c/a\u003e in Otter with anyone. When you share from Otter, you can control whether people can edit, comment on, or only view the conversation.\u003c/p\u003e\n\u003ch3 id=\"h_01JCEK2KB7232ZW5FSCRMJVFBG\"\u003e✏️  Review and edit conversations\u003c/h3\u003e\n\u003cp\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048464053\" target=\"_self\"\u003eReview and playback your conversations\u003c/a\u003e to catch up on anything you may have missed and collect action items. Also, \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047731754\" target=\"_self\"\u003eedit conversations\u003c/a\u003e to refine the text and make it easier for you to organize and listen to the conversations.\u003c/p\u003e\n\u003ch3 id=\"h_01JCEK2KB7QA02ZC1BEYZ3A35D\"\u003e💾  Import and export conversations\u003c/h3\u003e\n\u003cp\u003eYou can \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047733574\" target=\"_self\"\u003eimport\u003c/a\u003e (upload) audio (mp3, aac, wav, m4a, wma) and video (mp4, avi, mov, wmv, mpg) files with Otter for transcription. You can also export the \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047733634\" target=\"_self\"\u003etext\u003c/a\u003e and \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047734154\" target=\"_self\"\u003eaudio\u003c/a\u003e of a conversation in a variety of formats to suit your different needs.\u003c/p\u003e\n\u003ch3 id=\"h_01JCEK2KB7XF5PEK1HXWQ60NG9\"\u003e📂 Organize your conversations\u003c/h3\u003e\n\u003cp\u003eTo organize your conversations in Otter, \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047740154\" target=\"_self\"\u003ecreate folders\u003c/a\u003e to make conversations easier to find and share with others. Create folders for teams, projects, office locations, or anything else that's relevant to your organization.\u003c/p\u003e\n\u003ch2 id=\"h_01JCEK2KB7Y6A2S0ZWNC6J64T6\"\u003eDiscover the power of apps\u003c/h2\u003e\n\u003cp\u003eSimplify and automate your workflows by connecting your favorite apps 🤖  such as (just to name a few):\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048070154\" target=\"_self\"\u003eGoogle Calendar \u0026amp; Contacts for Otter\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048070194\" target=\"_self\"\u003eMicrosoft Calendar \u0026amp; Contacts for Otter\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048070254\" target=\"_self\"\u003eDropbox for Otter\u003c/a\u003e\u003c/li\u003e\n\u003cli\u003e\n\u003ca href=\"https://help.otter.ai/hc/en-us/articles/360048787653\" target=\"_self\"\u003eZoom for Otter\u003c/a\u003e (our most popular integration)\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"h_01JCEK2KB7P9WNZB10BZPDHPQY\"\u003eOtter's pricing plans\u003c/h2\u003e\n\u003cp\u003eThe \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047538094\" target=\"_self\"\u003efree version of Otter\u003c/a\u003e gives you access to Otter's basic features. For more advanced features, choose from one of our three pricing plans:\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003ePro\u003c/strong\u003e\u003cbr\u003eFor professionals or small teams that require more minutes, advanced features, and better collaboration.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eBusiness\u003c/strong\u003e\u003cbr\u003eFor larger teams seeking advanced administration tools.\u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eEnterprise\u003c/strong\u003e\u003cbr\u003eAdvanced security, control, and support for organizations.\u003c/p\u003e\n\u003cp\u003eLearn more about \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360047872833\" target=\"_self\"\u003eOtter's pricing plans\u003c/a\u003e.\u003c/p\u003e\n\u003ch2 id=\"h_01JCEK2KB75C7Z00AT1EV7DJS7\"\u003eWant to learn more?\u003c/h2\u003e\n\u003cp\u003eFind detailed how-to articles in our \u003ca href=\"https://help.otter.ai/hc/en-us\" target=\"_blank\" rel=\"noopener\"\u003eHelp Center\u003c/a\u003e to find feature walkthroughs, tips, and videos that will help you get to work in Otter. Make sure to check out our \u003ca href=\"https://help.otter.ai/hc/en-us/articles/360049722894\" target=\"_self\"\u003eOtter Quick Start Guide\u003c/a\u003e to help you learn the basics of how Otter works.\u003c/p\u003e\n\u003cp\u003e \u003c/p\u003e","user_segment_ids":[],"snippet":"organize and listen to the conversations. 💾 Import and \u003cem\u003eexport\u003c/em\u003e conversations You can import (upload) audio (mp3, aac","result_type":"article"}]}