The Otter.ai SharePoint integration automatically exports meeting transcripts, AI summaries, and metadata to Microsoft SharePoint, keeping your conversation records organized within your Microsoft 365 environment. This ensures your meeting insights are stored for easy access, collaboration, and secure document management.
SharePoint Setup
If you do not see SharePoint as an option on the Integrations page, contact your Otter account manager before proceeding to the steps below.
Provide admin permissions, connect your SharePoint account, and choose how Otter exports your conversations.
Step 1: Grant SharePoint Permissions for Otter (admin) Grant organization-wide permissions so workspace members can connect their Microsoft SharePoint accounts
We recommend that Microsoft Entra administrators complete this step before workspace members connect their Microsoft SharePoint accounts. Granting permissions in advance helps prevent users from encountering an Admin approval required message during the connection process, depending on your organization’s Microsoft Entra consent and application policies.
A Microsoft Entra Global Administrator or Application Administrator can grant the required permissions for the Otter Microsoft SharePoint integration for your organization.
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Open the admin consent link below and sign in with a Microsoft Entra Global Administrator or Application Administrator account.
🔐 Grant Microsoft admin permissions for SharePoint -
Review the requested permissions, then click Accept to grant organization-wide access for the Otter Microsoft SharePoint integration.
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Admin permissions are granted.
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After the permissions are granted, verify them in Microsoft Entra Admin Center → Enterprise Applications → Otter SharePoint → Permissions.
Step 2: Set up the Otter SharePoint Integration (Admin) Once you've completed Step 1, finish the setup on Otter's side
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Go to Integrations and click Connect next to SharePoint.
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Sign in with your Microsoft account.
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Copy your SharePoint site URL and paste it into Otter's side, and click Save.
- SharePoint is now connected. Otter will automatically export your conversations to your connected SharePoint site.
Manage your SharePoint export settings (admin) Choose your preferred file format and customize the conversation content included in each export
Configure export file formats, select which meeting types to export, and manage SharePoint integration settings for your workspace.
- Go to Integrations, then click Microsoft SharePoint to view and manage your SharePoint export settings.
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Configure your Microsoft SharePoint export settings, including the file format, content to include, and meeting filters. Click Save to confirm changes.
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File format: Select the format for your exported conversations
- Microsoft Word (.docx)
- Text (.txt)
- Markdown (.md)
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Items to export: Choose which conversation content to include in each export
- Metadata
- Transcript
- Summary
- Insights
- Audio
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Meeting filters: Choose which meetings are automatically exported to SharePoint
- All meetings: Export all conversations
- Internal only: If all participants (everyone listed on the calendar invite) have emails associated with the workspace email domain, the conversation will be saved in the “Internal Meetings” folder. Within that folder, the recording will be placed in a subfolder named after the recording owner’s email.
- External only: If the call includes at least one participant (i.e., anyone listed as a guest on the calendar invite) whose email domain is outside the Otter workspace, it will be saved in the “External Meetings” folder. Within that folder, the recording will be placed in a subfolder named after the external domain (e.g., mysampleorg.com).
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File format: Select the format for your exported conversations
Manage conversations in SharePoint
Export your Otter conversations to SharePoint, view exported files, and update them with your latest changes.
Conversation exports Conversations are exported to your connected SharePoint site
By default, conversations are automatically exported to SharePoint based on your configured export settings.
If a conversation hasn't been exported, you can manually export it by opening the conversation, clicking the three-dot menu, and selecting Export to SharePoint.
View an exported conversation View the exported conversation in SharePoint
To view an exported conversation, click the three-dot menu and select View. The exported file will open in SharePoint, reflecting your configured file format and export settings.
Update an exported conversation Replace the exported file in SharePoint with the latest changes from Otter
If you make changes to an Otter conversation, such as editing the transcript, updating speaker names, or revising the summary, you can update the existing exported file in SharePoint.
After making your changes, click the three-dot menu and select Update. Otter will update the exported file in SharePoint with your latest changes, using your configured SharePoint export settings.
Once the update is complete, click View to open the updated file in SharePoint.
Manage exported conversations in SharePoint Find and organize exported conversations in your workspace’s SharePoint folders
Otter automatically creates and organizes folders in your connected SharePoint site to store exported conversations. Each workspace member has a dedicated folder for their exported conversations, making it easy to locate, access, and manage meeting notes.
If your organization requires a specific folder naming structure or organization, contact your Otter account manager for assistance.
FAQs
How long does it take for a conversation to export to SharePoint?
Otter automatically exports conversations to SharePoint once they have finished processing. Export times may vary depending on the length of the conversation and processing time.
If your conversation hasn't appeared in SharePoint yet, verify that processing is complete and check your SharePoint export settings.
Can I edit a conversation or update speaker names after exporting to SharePoint?
Yes. You can continue editing your Otter conversation after it has been exported to SharePoint, including updating the transcript, changing speaker names, or editing the summary.
After making your changes, open the three-dot menu and select Update to export the latest version of your conversation to SharePoint.
Do changes made in Otter automatically sync to SharePoint?
No. Once a conversation has been exported, subsequent changes made in Otter are not automatically synced to SharePoint.
To update the exported file, open the conversation in Otter, click the three-dot menu, and select Update. This updates the existing file in SharePoint with your latest changes.
Can I customize the SharePoint folder name?
Yes. Otter supports workspace-specific customizations to the SharePoint folder name.
If your organization requires a specific folder naming convention or organization, contact your Otter account manager to discuss available customization options.
Which file formats are supported for SharePoint exports?
Otter supports exporting conversations to Microsoft SharePoint in the following formats:
- Microsoft Word (.docx) — Export conversations as Word documents.
- Text (.txt) — Export conversations as plain-text files.
- Markdown (.md) — Export conversations in Markdown format.
Workspace admins can select the preferred file format under Integrations → Microsoft SharePoint
What conversation content can I include in SharePoint exports?
Workspace admins can customize which conversation content is included in exported files.
Available options include Metadata, Transcript, Summary, Insights, and Audio.
To manage these settings, go to Integrations → Microsoft SharePoint and select the content you want to include in future exports.
Can I choose which meetings are automatically exported to SharePoint?
Yes. Workspace admins can configure meeting filters to control which conversations are automatically exported to SharePoint.
Available meeting filters include:
- All meetings: Export all conversations.
- Internal only: Export conversations from internal meetings.
- External only: Export conversations from external meetings.
To update these settings, go to Integrations → Microsoft SharePoint.
Can I manually export a conversation to SharePoint?
Yes. Although Otter automatically exports conversations based on your configured settings, you can manually export a conversation if it hasn't been exported yet.
Open the conversation, click the three-dot menu, and select Export to SharePoint.
The conversation will be exported using your configured SharePoint file format and export settings.
Why hasn't my conversation been exported to SharePoint?
If a conversation hasn't appeared in SharePoint, it may still be processing or may not match your configured meeting filters.
Check the following:
- Conversation processing: Verify that the conversation has finished processing in Otter.
- Meeting filters: Confirm that the conversation matches your configured SharePoint meeting filters.
- SharePoint connection: Verify that Microsoft SharePoint is connected under Integrations.
If the conversation is ready, you can manually export it by selecting Export to SharePoint from the conversation's three-dot menu.
If the issue persists, contact Otter Support for further assistance.
Can I export conversations to SharePoint from the Otter mobile app?
No. The Microsoft SharePoint integration's export controls are currently available through the desktop and web versions of Otter.
However, conversations recorded on mobile can still be automatically exported to SharePoint if they meet your workspace's configured export settings.
Can I connect multiple SharePoint sites to Otter?
No. You can only connect one SharePoint site per workspace.
Workspace admins can configure the connected SharePoint site by navigating to Integrations → Microsoft SharePoint → Site URL.
Can I change the connected SharePoint site after setting up the integration?
Yes. Workspace admins can change the connected SharePoint site at any time.
Go to Integrations → Microsoft SharePoint, update the Site URL to your new SharePoint site, and save your changes.
Future conversation exports will use the newly configured SharePoint site.
Does updating an exported conversation overwrite the existing SharePoint file or create a new one?
Updating an exported conversation overwrites the existing file in SharePoint rather than creating a new file.
If you need to preserve an earlier version, we recommend saving a copy of the existing file before clicking Update in Otter.
You may also be able to restore previous versions using SharePoint Version History, depending on your organization's SharePoint settings.
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