Set up Otter for Zoom Webinars – Help Center

Otter for Zoom Webinars enables automatic transcription and note-taking for Zoom webinar sessions, creating a searchable transcript for collaboration and post-event reference. Stay focused on delivering your webinar while Otter captures key moments, insights, and follow-ups for you.

Getting started: Otter Live Notes must be set up before recording Zoom Webinars.

Step 1: Schedule the webinar in Otter

Make sure you have set up Otter Live Notes before continuing. This is required for Otter to record Zoom Webinars.

Once Live Notes has been set up, click Settings next to Zoom on the Integration page.
Click on the Webinar tab.
Fill out the webinar information. Click Generate codes.
- Fill out the title of the webinar conversation
- Set the start time of the webinar
- Optionally share to a Channel
Note: Make sure the webinar time is correct. Otter can only record during the scheduled webinar time.
Copy down the webinar codes.

Step 2: Schedule the webinar in Zoom

Note: Zoom’s UI may change over time. Refer to Zoom’s documentation for their most up-to-date steps and screenshots.

Log in to the Zoom web portal.
Schedule a webinar.
Once the webinar has been scheduled, navigate to the Live Streaming page. Click Configure custom streaming.
Copy the streaming details from Otter to Zoom. Click Save when finished.
The webinar is ready to be recorded by Otter.

Step 3: Start the recording during the webinar

Follow these steps when the webinar begins to start recording in Otter.

Note: We recommend completing these steps ~10 minutes before the webinar starts.

Start the Zoom webinar.
Click More, select Livestream, then choose Live on Custom Live Streaming Service.
Otter will begin setting up the custom live stream and redirect you to the Otter conversation page.

Note: Recording will start automatically at the scheduled start time.
Once the webinar begins, Otter will start recording and transcribing in real-time.