Set up Otter Zoom Sync – Help Center

The Otter Zoom Sync integration automatically syncs and transcribes your Zoom cloud recordings, producing a post-meeting transcript for collaboration, editing, and summary reference. Stay engaged in the meeting and let Otter take notes for you.

Plan: Otter Zoom Sync requires the Otter Business plan and a Zoom Pro/Business/Enterprise/Education license.

Otter Zoom Sync requires setup at both the Zoom admin level and the individual user (meeting host) level. If you are not a Zoom admin, share this article with your Zoom administrator so they can complete the required admin configuration. Once the admin setup is complete, each meeting host must finish a one-time personal setup to enable syncing for their own meetings.

Zoom Admin: Completes the admin setup once for the Zoom workspace
Meeting Hosts: Complete personal setup once per Otter user account

Note: Zoom’s UI may change over time. Refer to Zoom’s documentation for their most up-to-date steps and screenshots.

Zoom Admin Setup (Required) Completed once by a Zoom administrator

Follow the 2 steps below to complete the admin setup for your Zoom workspace.

Step 1: Pre-approve Otter in the Zoom Marketplace

Log in to the Zoom App Marketplace as the administrator. Navigate to Otter.ai - Meeting Summary, AI Chat in the marketplace. Add the Otter.ai app.
Review the permissions. Click Allow to complete the connection.

Note: We recommend selecting All users to ensure each member can connect Zoom to their Otter account.

Step 2: Enable Cloud Recording settings for your Zoom workspace (Admin)

Note: If you do not see the admin section in Zoom, you may not be an administrator of your account. Please contact your administrator to complete these steps.

Log in to the Zoom web portal.
Under Admin, navigate to Account Management > Account Settings > Recording & Transcript. The following settings should be reflected.
- Cloud recording: Enabled
- Record audio-only files: Checked
- Cloud recording downloads: Enabled
- Only the host can download cloud recordings: Unchecked
- Allow cloud recording sharing: Enabled
- Require users to authenticate before viewing cloud recordings: Disabled
- Require passcode to access shared cloud recordings: Disabled
- Set recording as on-demand by default: Disabled
- Prevent hosts from accessing their cloud recordings: Disabled
- IP Address Access Control: Disabled

Meeting Host Setup Zoom (Required) Each user (meeting host) will need to set up their Personal settings in Zoom.

Follow the 2 steps below to complete the meeting host setup. Each Otter user will need to complete these steps.

Step 1: Enable Cloud Recording settings in Zoom (Personal)

Log in to the Zoom web portal.
Under Personal, navigate to Settings > Recording. The following settings should be reflected.
- Cloud recording: Enabled
- Record audio-only files: Enabled
- Automatic recording: Enabled (recommended)
- Record in the cloud: Enabled (recommended)
- Allow cloud recording sharing: Enabled
- Require users to authenticate before viewing cloud recordings: Disabled
- Require passcode to access shared cloud recordings: Disabled
- IP Address Access Control: Disabled
- Set recording as on-demand by default: Disabled

Note: If you experience any issues managing these settings, please contact your Zoom admin.

Step 2: 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.

Note: You will only be able to connect one Zoom host account per Otter account.

Sign in to your Otter account.
Click Integrations. Next to Zoom, click Add. Follow the steps to connect your Zoom account.
Once connected, toggle on More Zoom integrations. Select Cloud Sync Recordings.

Note: A configuration page may appear after selecting Cloud Sync Recordings. If you have completed all steps listed in this guide, you can click the ‘X’ in the top right corner to exit the configuration page.

Cloud Sync Overview

Now that you have Zoom Sync enabled, ensure you are recording to the cloud when you start a Zoom meeting.

Otter will sync that recording post-meeting and transcribe it. You’ll find the conversation in Otter once it has finished processing.

Note: The time it takes to sync the recording to Otter will depend on when the recording is available on Zoom's side. You can verify if the recording is complete in your Zoom Cloud recordings.

Here is a sample of Otter's interactive audio transcript:

View sample Otter transcriptOpens an interactive transcript in a new tab

Tip: For real-time live transcription, check out Otter Notetaker.

FAQs

Are there settings I need to change in Zoom?

Yes. Both the admin and all meeting hosts (users) need to enable the correct settings.
- Admin steps
- Meeting hosts (users) steps

Why isn't my recording syncing to Otter?

Check whether the recording appears in your Zoom Cloud Recordings. If it does not show up there, we will not be able to sync the recording to Otter.
Ensure both Zoom Admin Setup and Meeting Host Setup Zoom steps are completed.
If you continue to experience issues, contact our Otter Support Team.

How do I resolve an error?

Please try disconnecting and reconnecting Zoom in Integrations > Zoom.
Ensure both admin and meeting hosts enable the correct settings.
- Admin steps
- Meeting hosts (users) steps
Try a testing recording by starting a Zoom meeting, recording to the cloud, and verifying if the conversation syncs to Otter.
If you continue to experience issues, contact our Otter Support Team.

If you have any questions or require further assistance, contact our Otter Support Team.

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