Copy summary (overview, action items, outline, insights) – Help Center

You can copy and share your Otter AI-generated conversation summary, including the Overview, Outline, Action Items, and Insights. Copy the entire summary or individual sections to share meeting notes, key takeaways, and follow-up actions in emails, Slack messages, documents, and other collaboration tools. You can also share a direct link to Insights so others with access can review the conversation.

Copy the entire conversation summary

Use Copy summary to copy the full AI-generated conversation summary at once, rather than copying each section individually.

Open the conversation in Otter.
Select the Summary tab.
At the top of the conversation, next to the conversation details, click Copy summary.
Paste the copied summary into an email, document, Slack message, or another application.

Copy individual summary sections

If you only need specific information from a meeting, you can copy individual sections of the AI-generated summary instead of the entire summary. Expand the section below for instructions.

Overview Copy the meeting overview and key discussion points

The Overview provides a summary of the meeting's main discussion points and important takeaways.

Open the conversation and select the Summary tab.
Locate the Overview section.
Hover over the section to display the available controls. Click the three-dot menu (•••).
Select Copy section.
Paste the copied overview into your preferred application.

Outline Copy the structured meeting outline and topics

The Outline organizes the conversation into topics and supporting details, making it easier to review what was discussed.

Open the conversation and select the Summary tab.
Scroll to the Outline section.
Hover over the section and click the three-dot menu (•••).
Select Copy section.
Paste the outline into a document, message, or other application.

Action Items Copy tasks and follow-up actions identified in the meeting

The Action Items section lists tasks and follow-up actions identified during the conversation.

Open the conversation and select the Summary tab.
Scroll to Action Items.
Hover over the section and click the three-dot menu (•••).
Select Copy section.
Paste the copied action items into a task management tool, document, email, or message.

Note: If no action items were identified in the meeting, the section may display a message indicating that no action items were found.

Insights Copy all Insights, individual content, or a direct link

The Insights section highlights important information extracted from the conversation based on the selected summary template. You can copy the full Insights section, copy individual content, or share a link.

Copy all Insights

Open the conversation and select the Summary tab.
Scroll to the Insights section.
Click the three-dot menu (•••) in the upper-right corner of the Insights section.
Select Copy text or Copy link.
Paste the copied Insights into your preferred application. The copied content preserves formatting and direct links to related transcript sections.

Copy individual Insights

You can also copy specific Insights without copying the entire section.

Navigate to the Insights section.
Hover over the individual Insight you want to copy.
Click the Copy text icon.
Paste the copied content into your preferred application.

Note: Recipients must be signed in to an Otter account and have access to the conversation as a Viewer or Collaborator to view Insights. If they do not have access, they can request access to the conversation.

Request access to a shared Otter conversation

FAQs

Can I copy the entire conversation summary at once?

Yes. Open the conversation, select the Summary tab, and click Copy summary near the conversation details. This lets you copy the full AI-generated summary without copying each section separately.

Can I copy only one section of the summary?

Yes. You can copy individual sections, including Overview, Outline, and Action Items, using the Copy section option in each section's three-dot menu. For Insights, use Copy text to copy the section's content.

Can I copy an individual Insight instead of all Insights?

Yes. Hover over the individual Insight and click the Copy text icon to copy only that content. You can then paste it into an email, document, or another application.

Does copying Insights preserve formatting and transcript links?

Yes. When you copy Insights using Copy text, the copied content preserves formatting and direct links to the related transcript sections. How the formatting appears after pasting may depend on the destination application.

Can someone view shared Insights without access to the conversation?

No. Recipients must be signed in to an Otter account and have access to the conversation as a Viewer or Collaborator. If they do not have access, they can request it from the conversation owner.

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