Customize your OtterPilot settings for your meeting needs. You can manage your OtterPilot settings to control attendance, notifications, sharing, screen captures, send out Otter Chat Q&As, and more.
Meeting Settings
Find all of your OtterPilot settings on the Account Settings > Meetings page or through the settings gear icon on the homepage calendar:
You have control over the following settings:
- Default auto-join settings
-
OtterPilot chat messages
- Send live transcript and summary
- Send Otter Chat Q&A
- Send pre-recording emails
- Auto-capture meeting screens
Auto-join meetings
This setting controls the default behavior of when your OtterPilot 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: OtterPilot will automatically join all calendar events with a valid Zoom, Google Meet, or Microsoft Teams meeting URL.
- Meetings where I am the host: OtterPilot will only join calendar events where you are the event organizer.
- External meetings outside your domain: OtterPilot will only join calendar events where at least 1 calendar guest is outside of your Workspace domain.
- Internal meetings within your domain: OtterPilot will only join calendar events where all calendar guests are within your Workspace domain.
- Meetings I manually select: OtterPilot will only join calendar events that you have manually toggled auto-join ON.
OtterPilot chat messages
Manage how your OtterPilot interacts during the meeting. OtterPilot 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, OtterPilot can send notifications through the chat function. 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.
Right before the meeting ends, OtterPilot will send another message with a summary of the takeaways and action items of the meeting. 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 OtterPilot will be joining and recording the meeting.
If toggled On, OtterPilot will send an email to all calendar guests 5-10 minutes before the scheduled calendar event, notifying participants that your OtterPilot will be joining and recording the meeting.
Below is a preview of the email a calendar guest will receive:
Auto-capture meeting screens
OtterPilot can automatically capture your meeting slides through our Automated Slide Capture feature. Have the option to review both the transcript and meeting slides.