How to use Otter Live Notes – Help Center

Plan: Otter Live Notes is a Business feature.

Once you have set up Otter Live Notes all Zoom meetings that you host will have automatic live transcription. Your participants, you, and any collaborators can all enjoy the benefits that Live Notes provide during a Zoom meeting.

Managing the automatic live transcription

Access the live transcript

Take notes collaboratively

Managing the automatic live transcription

You can start, stop, or restart the live transcription at any time.

Start the live transcription

If you are using the latest version of Zoom (or any version after 5.6.3), you’ll see new privacy notifications when a meeting is being recorded or live-streamed. Read more about this here.

As the host, start the Zoom meeting.
A red indicator with the words LIVE will appear in the upper left corner of the Zoom window, indicating that Otter has started live transcribing the meeting.

Note: If you do not see the red indicator showing LIVE, please ensure your microphone is not muted. The Live Notes will not begin transcribing until there is audio. Additionally, you can review your setup to ensure your settings are correct.

Stop the live transcription

For portions of the meeting that you do not want to record, you can stop the live transcription. You have 2 ways to stop the live transcription:

Expand the Otter.ai (click here to open live transcript) menu and click Stop.
Or click the 3 dots More option in the lower right corner of the Zoom controls and click Stop Live Stream.

Note: You will not be able to stop the live transcript from Otter's side in the browser when using Live Notes. The live transcript can be stopped through the methods above or when the meeting ends.

Restart the live transcription

Restarting a live transcript will continue transcribing the existing conversation. A new conversation will not be created.

Click the 3 dots More option in the lower right corner of the Zoom controls and click Live on Custom Live Streaming Service.
The Live Notes will startup and the red LIVE indicator will show again.

Access the live transcript

All participants will be able to access the live transcript to follow along.

Expand the Otter.ai (click here to open live transcript) menu and click the Live on Otter.ai (click here to open live transcript).
The live transcript will open in a new browser window.

Meeting host

As the meeting host and owner of the transcript, when clicking Live on Otter.ai (click here to open live transcript), the live transcript will open in Otter, where you can follow along, manage sharing permissions, and utilize Takeaways.

Participants of the Zoom meeting

Meeting participants will also see the red LIVE transcription indicator in their Zoom window. When participants of the meeting click Live on Otter.ai (click here to open live transcript), the live transcript will open in a new browser window. Meeting participants can follow along, scroll back, or request access to the transcript to collaborate.

Collaborate on the live conversation

If the owner has already shared the conversation with you, log into the account it was shared with to start collaborating with Takeaways. Collaborators, who are logged into Otter, can highlight, assign action items, leave notes, comment, and add photos that everyone can review.

Request access to collaborate

To request access, follow the steps below.

Click Request access in the playback controls bar.
Type in your email.
Click Request access.
Wait for the owner of the transcript to approve your request.

Mobile

Otter Live Notes works on the mobile Zoom app as well. Starting a Zoom meeting on your iOS or Android Zoom app, will prompt the live transcript. Both host and meeting participants can open the Otter Live Notes by clicking the Live icon and clicking Live on Custom Live Streaming Services.

Known Limitations

For participants using Zoom on Chromebook, there is no red LIVE icon. As a workaround, the host can copy the link to Otter Live Notes and paste it into Zoom's chat, so all participants can access it there.
Otter Live Notes does not work in breakout rooms. As a workaround, you can utilize OtterPilot to send to a breakout room, or one person in each breakout room can do a side-by-side recording.

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