{"article":{"id":13675989227543,"url":"https://otterai.zendesk.com/api/v2/help_center/en-us/articles/13675989227543.json","html_url":"https://help.otter.ai/hc/en-us/articles/13675989227543-Manage-your-Otter-Notetaker-settings","author_id":1902597107005,"comments_disabled":true,"draft":false,"promoted":true,"position":2,"vote_sum":-55,"vote_count":161,"upvote_count":53,"downvote_count":108,"section_id":13674486033815,"created_at":"2023-04-07T00:16:07Z","updated_at":"2026-10-23T17:05:45Z","name":"Manage your Otter Notetaker settings","title":"Manage your Otter Notetaker settings","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-22T23:48:52Z","user_segment_id":null,"permission_group_id":3069654,"content_tag_ids":["01GXCC4HT2NSDVHA7WQDHBVMC6","01H06GCJFV11517C7GMXMWA0ZJ","01H06GCMVPMKBAB5E3JR31QDTM"],"label_names":["otter assistant","meeting","pilot","otterpilot"],"body":"

Customize your Otter Notetaker settings for your meeting needs. You can manage your Notetaker settings to control attendance, notifications, sharing, screen captures, send out Otter Chat Q&As, and more.

Meeting Settings

Otter provides multiple access points to manage your meeting and Notetaker settings.

You have control over the following settings: 

Auto-share settings

These settings only apply to conversations recorded through a calendar event, including Otter Notetaker automatically set to auto-join an event, or by clicking record, and manually selecting the calendar event.

\"Record

Manage the default conversation share settings for your calendar event recordings.

\"default

All event guests

Same domain guests

This setting will only be available for Workspace domains that are not generic (e.g., Gmail.com, Yahoo.com, Outlook.com, iCloud.com, etc.)

\nNote: Your Workspace may have more than one domain. Admin emails will determine the domains in your Workspace. e.g., Admin 1 has an email ending @otter.ai, while Admin 2 has an email ending @beaverly.ai. Conversations will be shared with the calendar event guest participants, ending in either email domain.

Workspace members

Don’t Share

\n \n

Default permission level

Control the permission level for shared calendar event conversations.

\"default

Viewer:

Collaborator:

\nTip: Learn more about sharing a conversation.

\n Allow Collaborators to share \n \n

\n

\n \n

\"allow

Manage the default setting for allowing Collaborators to share a conversation. Toggling this setting On will allow Collaborators to share the conversation with other users.

Collaborator Share Example:

\n \n

Manage individual calendar event share settings

You can manage individual settings for each calendar event. On the Otter Homepage, manage your events through the Meeting or Calendar tab.

\n \n

\"manage

Otter mobile app

Access your auto-share conversation settings on the mobile app by tapping on Account > Account Settings > Meeting settings. Setting choices will reflect across the mobile app and web browser.

\nNote: The ‘Workspace members’ option is only available on the iOS mobile app and web browser at this time. It is not yet available on the Android mobile app, but will be coming in future updates. To select this setting, manage through the iOS mobile app or sign in to Otter on a Web browser.

\"mobile

Auto-join settings

This setting controls the default behavior of when your Notetaker will automatically join and record a calendar event with a valid Zoom, Google Meet, or Microsoft Team meeting URL.

\"default

You have up to 5 settings you can manage, depending on your account. 

\nNote: The external and internal meeting settings only apply to users in a Workspace with a business domain. 

\"available

\nNote: Learn more about sharing permissions or how to stop sharing a conversation.

Chat message settings

Manage how your Notetaker interacts during the meeting. Notetaker can send a link to the live transcript and summary for easy access, as well as the questions and answers generated by Otter Chat. 

\nTip: Learn about all the ways you can use Otter Chat to generate content. 

\"chat

Send live transcript and summary

During your meeting, Notetaker can send message notifications via chat. Toggling this setting On will prompt Otter at the beginning of the meeting to send a chat message that includes a URL to the live transcript, and reminders to add agenda items or notes. Participants of the meeting can view the live transcript through the conversation link.

\nNote: For both auto-joined and manually added Notetaker meetings, the chat message will be sent a few minutes after Notetaker successfully joins (e.g., Notetaker successfully joins the meeting at 4:36 PM; the message will be sent a few minutes after).

Right before the meeting ends, Notetaker will send another message with a summary and action items. Learn more about chat messages during the meeting.

Send Otter Chat Q&A 

Send the questions and AI-generated answers from Otter Chat directly to your meeting for all participants to view. Learn more about Otter Chat Q&A.

\"sample

\nTip: Otter Chat Q&A is available across Zoom, Google Meet, and Microsoft Team meetings chats.

Send pre-recording emails

Notify calendar event guests that your Notetaker will be joining and recording the meeting. 

 

\nNote: If you are in an Enterprise Workspace, this setting will be controlled by your admin.

If toggled On, Notetaker will send an email to all calendar guests 5-10 minutes before the scheduled calendar event, notifying participants that your Notetaker will be joining and recording the meeting.

Below is a preview of the email a calendar guest will receive:

\nTip: Manage which meetings Notetaker joins on your home page calendar.  \n

Auto-capture meeting screens

Notetaker can automatically capture your meeting slides through our Automated Slide Capture feature. Have the option to review both the transcript and meeting slides.

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