Otter Zoom Sync is a Business plan integration that can automatically sync and transcribe your Zoom cloud recordings to produce a post-meeting conversation for collaboration, editing, and reference. For real-time live transcription, check out Otter Live Notes. Stay engaged in the meeting and let Otter take notes for you.
Here are the steps to set up this feature. Otter Zoom Sync requires both ADMIN and PERSONAL settings on Zoom’s side to be set up. If you are not the administrator of your Zoom account, send the instructions below to your administrator for them to complete. The administrator of the Zoom account will need to perform Step A just once. Each meeting host needs to perform Step B and Step C just once per account.
Table of Contents
Connect your Otter account to Zoom (Step C)
Zoom Administrator (Step A)
Zoom Administrator (Step A)
How to pre-approve Otter in the Zoom Marketplace
- Log in to the Zoom Marketplace as the administrator.
- Navigate to Otter.ai Live Notes in browser.
- Under App permission, make sure ‘Approve use of this app’ is toggled on.
- Select the permissions for users. We recommend All users on this account.
Enable Cloud Recording settings in Zoom (Admin)
- Log in to the Zoom web portal.
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Under Admin on the left navigation menu, expand Account Management.
Note: If you do not see the admin section on the left, you may not be an administrator of your account. Please contact your administrator to complete these steps. - Click Account Settings.
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Click the Recording tab.
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The following settings should be reflected.
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- Cloud recording: Enabled
- Record audio-only files: Enabled
- Allow cloud recording sharing: Enabled
- Prevent hosts from accessing their cloud recordings: Disabled
- Cloud recording downloads: Enabled
- Only the host can download cloud recordings: Disabled
- IP Address Access Control: Disabled
- Require users to authenticate before viewing cloud recordings: Disabled
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Require passcode to access shared cloud recordings: Disabled
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Zoom User (Step B)
Zoom User (Step B)
Each user will need to set up their Personal settings in Zoom.
Enable Cloud Recording settings in Zoom (Personal)
- Log in to the Zoom web portal.
- Under Personal on the left navigation menu, click Settings.
- Click the Recording tab.
- The following settings should be reflected.
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- Cloud recording: Enabled
- Record audio-only files: Enabled
- Allow cloud recording sharing: Enabled
- Automatic recording: Enabled (recommended)
- Record in the cloud: Enabled (recommended)
- IP Address Access Control: Disabled
- Require users to authenticate before viewing cloud recordings: Disabled
- Require passcode to access shared cloud recordings: Disabled
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Set recording as on-demand by default: Disabled
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Connect your Otter account to Zoom
Connect your Otter account to Zoom
With all of the Zoom steps completed, you can now connect your Otter account and use Zoom Sync to capture all your meeting conversations.
- Sign in to your Otter account at otter.ai.
- Click your profile at the top of the navigation menu.
- Click Account Settings and navigate to the Apps page.
- Click Add next to Sync cloud recordings.
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Log in to your Zoom account (if not already logged in) and click Allow at the bottom to authorize the connection between your Otter and Zoom account.
Note: It will show Otter.ai Live notes in browser. This is correct, as the Zoom connection supports both Otter Live Notes and Zoom Sync.
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Click Configuration Guide to review the setup process again and then Test configuration by recording a 10 second Zoom meeting.
- If correctly configured, a ‘Success’ pop-up will appear.
- (optional) If you have already set up all of the settings, you can click the ‘X’ in the top right corner to exit the configuration page.
Now that you have Zoom Sync enabled, when you start a Zoom meeting and record to the cloud, Otter will sync that recording post-meeting and transcribe it. You’ll find the conversation in My Conversations once finished processing.
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