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.
- Access all Notetaker settings on the Account Settings > Meetings page.
- Quick settings access on the homepage Calendar tab.
- Quick share settings access on the homepage Meetings tab.
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.
Manage the default conversation share settings for your calendar event recordings.
All event guests
- Automatically share the conversation with all guest participants on the calendar event invite.
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.)
- Automatically share the conversation with all guest participants on the calendar event invite who share your Workspace domain.
- e.g., Workspace domain is otter.ai. The conversation will be shared with all guest participants on the calendar event invite with an email ending in @otter.ai, regardless of whether they have an Otter account or not.
Workspace members
- Automatically share the conversation with all guest participants on the calendar event invite who are members of your Workspace.
- Review the members in your Workspace in Workspace > Manage Workspace > Members.
Don’t Share
- Keep meeting notes private.
- Conversations recorded through the calendar event will not be shared with anyone. You will need to share your conversations manually or set the automatic sharing for each calendar event.
Default permission level
Control the permission level for shared calendar event conversations.
Viewer:
- Can only view and playback the conversation
- Cannot edit, add, or view Takeaways
- Export option is only available if toggled on by the conversation owner
Collaborator:
- Users can edit, view, playback, and export the conversation
- Users can edit, add, and view Takeaways
- Users can also share the conversation if toggled on by the conversation owner
Allow Collaborators to share
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.
- Gordan recorded a calendar event
- Gordan shares it with Juniper with Collaborator permission
- Gordan shares it with Lyla with Viewer permission
- Juniper is allowed to share the conversation with other users
- Lyla is only allowed to view and playback the conversation, but not share the conversation with other users
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.
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.
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.
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.
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.
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.
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.
Send pre-recording emails
Notify calendar event guests that your Notetaker will be joining and recording the meeting.
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:
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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