Trello <> Otter.ai

Connect Otter.ai to Trello using Zapier. This guide will go over a general setup of creating a Zap between Otter and Trello; however, there are a variety of workflows and setups you can create. This guide outlines some of the available options, but it is not exhaustive. Learn more about Otter's integration with Zapier.

1. Sign in to Zapier.
2. Create a new Zap.
   
3. Select the trigger. 
   
4. Search and add Otter.ai.
   
5. Select the Trigger event (e.g., new recording in Otter).
   
6. Next, create the API key in Otter. Sign in to Otter. Click Integrations in the left navigation menu. Click API Key next to Zapier to generate the key.

7. Save and Copy the API key. 

   Note: Make sure you save the API key and note it down, as it will not be shown again after this pop-up. You will have to regenerate the API key if you lose it and set up your Zaps again.

   

8. In Zapier, click Sign In and paste the API key in the pop-up. Click Yes, Continue to Otter.ai to complete the connection. 
   

9. Once connected, click Continue on the setup card. Click Test trigger. The most recent recordings from your Otter account should show. Click Continue with selected record to proceed if everything looks correct.

   

10. Set up Trello. 

    Note: The following steps outline how to create a new board when a new Otter recording is created; however, adjust the configurations according to your own workflow and needs. 

    
    

11. On the configure page, there are a variety of Otter elements you can select to populate into Trello. Fill out all the required and optional fields. Click Continue to proceed.

    

12. Test the Zap and click Publish when ready. 

    

The Zap is published and will trigger every time a new recording is made in Otter.

(e.g., every time there is a new Otter recording, a new board is populated in Trello with the Title and Summary of the Otter conversation)