Otter Insights for Enterprise

Otter Insights helps teams automatically turn meeting conversations into structured, actionable summaries using custom meeting templates. Otter captures meeting notes, identifies key takeaways, action items, decisions, risks, and next steps, then organizes them into customizable Insight sections tailored to your team’s workflow. With AI-generated meeting Insights, teams can quickly review conversations, improve follow-up actions, and keep projects and customer discussions aligned after every meeting.

Customizable Insights

After a meeting ends, Otter automatically generates Insights in the Summaries panel using your selected custom meeting template. AI-generated highlights—such as key takeaways, action items, decisions, risks, and discussion summaries—are organized into structured categories for easier review and follow-up. 

Otter can also support common business frameworks and customizable sections tailored to your team’s workflow and meeting goals. Create your own template or use our default sales-focused topics for frameworks such as BANT (Budget, Authority, Need, Timeline).

Export your Insights to your CRM

Insights can be automatically synced to Salesforce or HubSpot.