Automatically add Otter Notetaker to your meetings

Set up Otter Notetaker to automatically join your calendar event meetings. Notetaker will automatically record, transcribe, provide a summary, and share your conversations. To have your Notetaker automatically join your meetings, you will need to connect your calendar. You have the option to connect to both Google and Microsoft accounts.

Manage your Notetaker auto-join settings

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

• Meetings with a video link: Notetaker will automatically join all calendar events with a valid Zoom, Google Meet, or Microsoft Teams meeting URL. 
• Meetings where I am the host: Notetaker will only join calendar events where you are the event organizer.
• External meetings outside your domain: Notetaker will only join calendar events where at least 1 calendar guest is outside of your Workspace domain.
• Internal meetings within your domain: Notetaker will only join calendar events where all calendar guests are within your Workspace domain.
• Meetings I manually select: Notetaker will only join calendar events that you have manually toggled auto-join ON.

1. Navigate to the Notetaker settings page. You can access your Notetaker settings through Account Settings > Meetings page or through the settings gear icon on the homepage calendar.
   
2. Next to Default-join settings, click on the drop-down and select the default auto-join option you would like to set.
   

Connect your calendar 

1. Click on Apps on the left navigation menu.
   
   
2. Under Connect calendars & contacts, click Add next to the calendar you wish to connect.
   
   Note: The email address associated with your Google or Microsoft account does not need to match the email address of your Otter account.
   
   
3. If prompted, sign in to your Google or Microsoft account.
4. Click Allow (Google) or Yes (Microsoft) to enable Otter to access your account.
   
5. Repeat steps 2-4 to add multiple calendars.
6. Once connected, your calendar events will be synced to Otter. You will see your calendar events appear on your homepage calendar.

Review the meetings that Notetaker will join

Once connected, review the calendar events that Notetaker will join on your homepage calendar. Notetaker will join meetings that have been toggled on for auto-join. Learn more about managing your calendar meeting events.

FAQs

Can I create a new meeting in Otter?