Custom Meeting Type Templates

A concise summary of the meeting’s essential details. Toggle ON or OFF to display or hide this section on the conversation’s Summary tab when applying the template.

AI-detected tasks and responsibilities assigned to participants. Toggle ON or OFF to display or hide this section on the conversation’s Summary tab when applying the template. Otter will automatically generate and assign action items. Manually add additional action items anytime.

A detailed breakdown of key topics and points discussed. Insights can summarize the meeting discussions into actionable points, group important info into categories, and provide the key points up front. Insights are typically short one-line topics or questions with an output of a few bullet points. Toggle ON or OFF to display or hide this section on the conversation’s Summary tab when applying the template.

Add new insights to the template

1. Click New Insight at the bottom of the Insights section.

   

2. Fill out the Insight name and Prompt fields. Click Save when finished.

   

   Tip: Don’t know what prompt to write? Try using Otter AI Chat to test out prompts. Once you have the desired output, you can edit or add the prompt to the template.

3. The insight will be added to the template.

   

4. Make sure you click Publish or Update at the top of the template when finished to save your changes.

Edit or delete the insight

You can edit or delete the insight anytime by clicking the 3 dots next to the insight and selecting your action.

• Edit
  • Update the Insight name or Prompt anytime.
  • To apply to a conversation, select the template again in the conversation.
• Delete
  • Delete the insight.

Automatically generated structured summary and a high-level overview of your meeting. Toggle ON or OFF to display or hide this section on the conversation’s Summary tab when applying the template. Click on any part of the Outline to go directly to the associated source in the transcript.

Full flexibility in defining the content and format you want from the meeting. Generate all types of content for post-meeting processes, such as sending an email of the meeting, translating the transcript to another language, creating the next meeting’s agenda, and much more. The possibilities are endless. Otter supports Markdown, so you can format your prompt and ensure the output reflects exactly what you need.

Add a Custom Prompt

1. Toggle on Custom Prompt.

   

2. Fill out the Custom Label and Prompt field.

   

3. Make sure you click Publish or Update at the top of the template when finished to save your changes.

Set rules to automatically apply the template to matching meeting conditions. Set one or multiple conditions to match various meetings.

You must be an admin to create a template for the Workspace. By default, all Workspaces will come with two preset templates provided by Otter: General and Sales templates.

1. As the admin, click on your profile and select Manage Workspace. Click on the Templates tab.
2. Click New Templates.
   
3. Select from one of the readily available templates, or select the blank option to customize your own. Click Use Template after your selection.

   

   Tip: Don’t know where to start? Select one of the available templates to customize to your liking.

4. Begin customizing the template. Once you’re finished, click Publish in the upper right corner.

   

5. The template has been created and is available for all Workspace members.

   

6. In the conversation, select the template from the drop-down.

   

Created by column will indicate the last user that edited the template.

You can create a template for your own personal use. Templates created at the account level are not shareable nor can be used by any other members in your Workspace. If you apply a personal template to a shared conversation, all members of the conversation will be able to view the applied personal template and content generated

1. Click on your profile and select Account Settings. Click on the My Templates tab.

2. Click New Template.

   

3. Select from one of the readily available templates, or select the blank option to customize your own. Click Use Template after your selection.

   

4. Begin customizing the template. Once you’re finished, click Publish in the upper right corner.

   

5. The template is now available to use for your conversations or shared conversations.

   

Access your Workspace or personal template settings, or create new templates anytime from the templates drop-down menu on the conversation page. Hover next to the template type and select the option.

Update your template and sections anytime. Once you finish updating, make sure you click the Update button at the top of the template.

Toggle template items on and off anytime. Only the templates toggled on will reflect in the conversation.

Click and drag the template items to reorder.

• Duplicate a conversation to customize or change the template.
• Delete a conversation anytime.
  • A conversation that previously had the template applied will still show the generated content and template title after deletion.
  • If the template is changed, the deleted template will no longer be available.

Click on the 3 dots next to your template to duplicate or delete for both Workspace or personal templates.

• No.
• Templates cannot be shared at this time.
• However, if you apply a personal template to a shared conversation, all members of the conversation will be able to view the applied personal template and content generated.

• Yes.
• You can apply your personal template to a shared conversation. All members of the conversation will be able to view the applied personal template and content generated.
• If someone else changes the template, you will need to reapply your personal template to your conversation for other shared members to view.

• Yes.

• You can edit the default templates: General and Sales.

• If you delete the templates, they will revert back to the presets provided by Otter.

  

• No.
• Even if a conversation has the template already applied, you will need to click on the template again to regenerate if you have made updates to the template.

• If you apply a new template, it will regenerate new content in the summary tab. 
• All previously generated content is not saved when you apply a new template. Even if you apply the same template from before, it will regenerate the content as new.
• While the output generated will generally be the same when you apply the template again, it will regenerate each time you select a template.
• We recommend saving any content if needed before changing templates.

• No.

• At this time, only one Custom Prompt is available to be added to the template.

  

• For any other insights, details, or workflows you would like to generate, use Otter AI Chat.

• No.
• Meeting Templates are not yet available for the mobile app. Please use a desktop browser to manage your templates.

• No.
• However, you can use Rules to customize when a template will apply to a conversation.

• No. 
• Personal templates can only be managed by the user in Account Settings > My Templates. 
• However, if the user applies their personal template to a shared conversation, all shared users will be able to view the Meeting Template title and content generated. 
• Admins can view all Workspace templates created by other admins in Workspace > Templates. 

• The Custom Meeting Type Templates feature is available for all plans. Usage limits and feature capabilities vary by plan. Refer to our pricing page for more info on the limits and features of your plan.
• If you do not see the Custom Meeting Types Templates feature in your account, please contact our Otter Support Team for further assistance.