Best Practices for Capturing Meeting Conversations

Use Custom Meeting Templates to automatically generate AI-powered meeting Insights, including action items, key takeaways, decisions, and follow-up suggestions. Templates help teams standardize post-meeting workflows and organize important meeting details for faster review and collaboration.

Connect Salesforce or HubSpot with Otter.ai to automatically sync meeting conversations, AI-generated Insights, and customer context to your CRM. Keep sales teams aligned with up-to-date meeting notes, action items, and follow-up details to support post-sales workflows and customer engagement.

Manage what is synced to your CRM. Learn more about syncing your insights to custom fields.

Use a centralized auto-share Channel to automatically share sales conversations with your team in one place. This helps sales teams review customer calls, learn from successful conversations, improve follow-up strategies, and collaborate more effectively. With Otter, team members can automatically share eligible conversations to a central Channel, making it easier to build a shared knowledge base and keep everyone aligned.

Meetings that meet the following criteria can be automatically shared:

• The conversation was recorded from a calendar event*
• The calendar event includes at least one external guest (someone outside your Otter workspace domain)

*Conversations can be recorded with Notetaker (recommended) or by manually starting a recording and selecting the calendar event.