Add videos to your conversation

Setup

There are 2 steps you will need to complete to add videos to your Zoom meeting conversations.

• Step 1: Connect your Zoom account to Otter
• Step 2: Zoom settings setup

Step 1: Connect your Zoom account to Otter

1. Click on Integrations, then click Add next to Zoom.

   

2. Review the permission dialogue and click Allow to connect your account.

   

3. Zoom is now connected to your Otter account.

   Note: For videos, you can leave More Zoom integrations setting toggled OFF. This setting is not required to add videos to conversations.

Step 2: Zoom settings setup 

Video from Zoom requires recording settings to be enabled. Make sure your Personal settings on Zoom’s side are enabled for recording permissions.

1. Sign in to your Zoom account.
2. Under Personal on the left navigation menu, click Settings. Click on the Recording tab. The following settings should be reflected:
   • Record to computer files: Enabled
   • Internal meeting participants and external meeting participants: Enabled
   • Automatic recording: Enabled
   • Record in the cloud: Enabled 
   • Cloud recording: Enabled
     

Zoom Video

Now that you have your Zoom account connected, each time you record a scheduled meeting to the cloud, it will sync to your Otter conversation. There are 3 ways to ensure your Notetaker will add the video to a conversation. 

• Automatically recording a calendar event
• Automatically recording a Zoom meeting
• Manually recording a calendar event

Automatically recording a calendar event

1. Connect your calendar to Otter.
2. On the Otter homepage calendar, confirm that your Zoom meeting is synced over and that Notetaker is set to auto-join.
   
3. Notetaker will join the meeting automatically, record the conversation, and sync the video.

4. During the meeting, make sure Notetaker has joined and a cloud recording has automatically started.

   Note: If you do not see the cloud recording start, click Record > Record to the cloud.

   
   

5. Post-meeting, the video will sync to the Otter conversation. Click Play Video to view the recorded meeting or the play button directly in the conversation for playback.
   

Automatically recording a Zoom meeting

1. Sign into your Zoom account.
2. Under Personal on the left navigation menu, click Meetings. 
3. Schedule a meeting.

4. Ensure the event syncs over to Otter.
   
5. Notetaker will join the meeting automatically, record the conversation, and sync the video.

6. During the meeting, make sure Notetaker has joined and a cloud recording has automatically started.

   Note: If you do not see the cloud recording start, click Record > Record to the cloud.

   
   

7. Post-meeting, the video will sync to the Otter conversation. Click Play Video to view the recorded meeting or the play button directly in the conversation for playback.
   

Manually recording a calendar event

1. Connect your calendar to Otter.
2. On the Otter homepage calendar, confirm that your Zoom meeting is synced over.
   
3. At the time of the meeting, click Record in the upper right corner on the Otter homepage.
4. Select the calendar event.
   

Post-meeting, the video will sync to the Otter conversation. Click Play Video to view the recorded meeting or the play button directly in the conversation for playback.

Follow the steps listed here to enable meeting recording for your organization and user settings for recording.

Setup

There are 2 steps you will need to complete to add videos to your Google Meet meeting conversations.

• Step 1: Enable meeting recording in Google Meet
• Step 2: Connect your Google Calendar and Drive account to Otter

Step 1: Enable meeting recording in Google Meet

1. (Admin required) Enable meeting recording for your organization by following the steps listed in Google’s document: https://support.google.com/a/answer/7557052?hl=en
    
2. (All users) Enable meeting recording for your own account by following the steps listed in Google’s document: https://support.google.com/meet/answer/9308681?hl=en

Step 2: Connect your Google Calendar and Drive account to Otter

1. Click on Integrations on the left navigation menu.
   

2. Next to Google, click Add to connect your calendar.
   

   Note: We do not support Microsoft Outlook at this time, even if you are using the Google Meet add-in for Outlook. A Google Calendar account must be connected in addition to Google Drive.
3. Follow the steps and connect your Google Calendar to Otter. Learn more about connecting your calendar to Otter.

4. Next to Google Drive, click Add.
   
    

   Note: If Google Drive is not showing as an available option, please have your Workspace admin contact your account manager to request this enablement.
5. For most users, click Sign in with Google to connect your account. If you are experiencing any issues, please contact your Google Admin to verify your organization's authorization method. 
   
6. Follow the steps and connect your Google Drive account to Otter. You will see Connection success if it is successful.
   

Both Google Calendar and Drive are now connected. 

Syncing a Google Meet video to Otter

Ensure your Google Meet event is synced to Otter from your calendar. Review your synced events on the Otter homepage calendar tab. 

• Automatically record through Otter Notetaker (recommended).
  
• Manually start a recording by clicking the blue Record button at the top of the homepage and selecting the calendar event.
  

Post-meeting, the video will sync to the Otter conversation. Click Play Video to view the recorded meeting or the play button directly in the conversation for playback.

Setup

1. Click on Integrations on the left navigation menu.
   
2. Next to Microsoft, click Add to connect your account.
3. Sign in to your Microsoft account. Review the permissions and click Accept to connect your account. 
   
4.  Your Microsoft account is now connected to Otter.

Microsoft Teams video

Now that you have your calendar connected, each time you record a scheduled meeting, it will sync to your Otter conversation. Review the steps below to ensure a video will sync to your meetings.

1. On the Otter homepage calendar, confirm that your Microsoft Teams meeting is synced over and Notetaker is set to auto-join. 
   
2. During the meeting, make sure the meeting is being recorded.

3. Post-meeting, the video will sync to the Otter conversation. Click Play Video to view the recorded meeting.

   Note: It can take up to an hour for the video to sync to Otter. Check back later if you do not see the video link.