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How to connect your Calendar and Contacts to Otter

  • Updated

Here are steps to connect your Google, Microsoft Outlook, or iOS Calendar account to Otter. By connecting your calendar, you’ll never miss an online meeting. Enjoy the benefits of automatic recordings of your calendar events through Otter Assistant, easily share your conversations with contacts, and receive a Meeting Summary email that contains your action items, automated outline, and more.

Connect your calendar account to Otter on a web browser

Accounts that do not have a calendar connected can connect through the right panel on the Home page. 

first_time_user_calendar.png

Additionally, you have the option to connect multiple Google and Microsoft Outlook calendars to Otter. 

  1. Sign in to your Otter account at otter.ai.
  2. Click your profile at the top of the navigation menu.
  3. Click Account Settings and navigate to the Apps page. 
  4. Navigate to the last section Connect calendars & contacts.

The Google and Microsoft Outlook options will be available.connect_calendar_and_contacts.png

Google Calendar

Google Calendar

  1. Click the blue Add button to begin connecting your Google account. 
  2. On the pop-up, follow the steps to sign in to your Google account.
    google_sign_in.png
  3. Click Allow on the permissions page to connect your Google account to your Otter account.
    allow_google_access.png
    Note: You can remove permissions or disconnect your calendar from Otter anytime.
  4. Verify your Google account is connected in Account Settings > Apps > Connect calendars & contacts.
    google_account_is_connected.png
  5. Verify your calendar events are syncing on the Home page calendar panel.

    google_calendar_events.png
  6. Your Google account is now connected. To connect more Google accounts, repeat steps 1-4.

Microsoft

Microsoft

  1. Click the blue Add button to begin connecting your Microsoft Outlook account.
  2. On the pop-up, follow the steps to sign in to your Microsoft Outlook account.
    microsoft_sign_in.png
  3. Select Yes on the permissions page to connect your Microsoft Outlook account to your Otter account.
    allow_microsoft_access.png
    Note: You can remove permission and disconnect your Microsoft Outlook account anytime.
  4. Verify your Microsoft Outlook account is connected in Account Settings > Apps > Connect calendars & contacts.
  5. Verify your calendar events are syncing on the Home page calendar panel.

Connect your calendar account to Otter on the mobile app

Connect your Google, Microsoft Outlook, or iOS Calendar account in the mobile app. 

Note: Android users will not have the iOS Calendar account option title This Device. Android users will only have Google and Microsoft Outlook as options. 

Otter mobile app steps

  1. Open the Otter mobile app. 
  2. Tap the menu icon in the upper left to expand the navigation menu.
    menu_button.png
  3. Tap on your profile to navigate to settings.
    navigation_menu.png
  4. Tap Connect calendars under the Setup section.
    settings.png
  5. Tap the plus button (+) next to the account you want to connect.
    connect_calendar.png
  6. Follow the steps to sign in to your selected account. 
  7. Allow permissions to connect your account to your Otter account.
  8. Your account is now connected.

iOS Calendar

For iOS mobile users, you get the option to connect your iOS calendar to Otter. Otter will sync the calendars on your iOS Calendar app to Otter. 

Click This Device and select the calendars you want to sync to Otter.

Android calendar options

Mobile android users will only have Google and Microsoft as options for calendar connection.
android_calendar_connections.png

Connected calendar features

Now that your calendar is connected, take advantage of the many features available: 

 

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