Export to Microsoft OneDrive

We recommend that Microsoft Entra administrators complete this step before workspace members connect their Microsoft OneDrive 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 OneDrive integration for your organization.

1. Open the admin consent link below and sign in with a Microsoft Entra Global Administrator or Application Administrator account.

   🔐 Grant Microsoft admin permissions for OneDrive

2. Review the requested permissions, then click Accept to grant organization-wide access for the Otter Microsoft OneDrive integration.

   

3. Admin permissions are granted.

   

4. After the permissions are granted, verify them in Microsoft Entra Admin Center → Enterprise Applications → Otter OneDrive → Permissions.

   

Control access to the integration

After granting permissions, you can control which users can connect the integration by enabling Assignment required for the Otter OneDrive enterprise application.

Navigate to Microsoft Entra Admin Center → Enterprise applications → Otter OneDrive → Properties → toggle on Assignment required.

When Assignment required is enabled, only users or groups explicitly assigned to the application can connect their Microsoft OneDrive accounts.

Missing OAuth code page after granting permissions

After clicking Accept on the admin consent page, you may be redirected to a page displaying an OAuth or authorization error.

This is a known UI issue and does not indicate that the admin consent failed. If the required permissions appear under Microsoft Entra Admin Center → Enterprise applications → Otter OneDrive → Permissions, the integration has been successfully authorized.

No additional action is required.

Connect Microsoft OneDrive to your Otter account to manually export conversations as Microsoft Word (.docx) or text (.txt) files directly to your OneDrive account.

1. Go to Integrations, then click Connect next to Microsoft OneDrive.

   

2. Sign in to your Microsoft account, review the requested permissions, and click Accept to authorize Otter to access your OneDrive.

   Note: If you experience an issue connecting due to permissions, please have your admin follow the steps above to ensure permissions are provided.

3. After the connection is complete, Microsoft OneDrive appears as a connected integration in your Otter account.

   

1. Go to Integrations, then select Microsoft OneDrive.

   

2. Choose how Otter exports your conversations.
   • Select a file format
     • Microsoft Word (.docx)
     • Text (.txt)
     • Md (.md)
   • Choose what to include
   • Metadata
   • Overview
   • Action Items
   • Insights
   • Outline
   • Transcript

   • Custom Prompt

     

3. Click Save. Future exports to OneDrive use your selected file format and export settings.

   

By default, Microsoft OneDrive exports are manual. If your workspace wants to automatically export conversations to Microsoft OneDrive, contact your Otter account manager to enable Automatic Exports.

Once enabled, you’ll have additional settings to control how and which conversations are exported.

Export mode

Choose how conversations are exported.

• Automatic — Automatically export all future conversations, including ad-hoc recordings, imported conversations, Otter Notetaker recordings, supported meeting platform recordings (Zoom, Google Meet, Microsoft Teams), and mobile recordings.
• Manual — Export conversations individually whenever needed.

Meeting filter

Choose which conversations are automatically exported.

• All meetings
• Internal only
• External only

Only the initial version of a conversation is exported automatically. If you edit the transcript, summary, action items, or other conversation content, click Update to manually export the latest version.

1. Open the conversation you want to export. Click the three-dot menu, then select Export to Microsoft OneDrive.

   

2. Otter exports the conversation to your connected Microsoft OneDrive account. When the export is complete, click View in Microsoft OneDrive.

   

3. The exported conversation opens in Microsoft OneDrive, where you can organize, edit, share, or move the file.

   

The first time you export a conversation, Otter automatically creates a folder named Otter.ai Meetings in your connected Microsoft OneDrive account. Future conversation exports are saved to this folder by default.

You can rename, move, or organize the folder just like any other folder in OneDrive.

After editing your Otter conversation, such as updating speaker names, editing the transcript, or revising the summary, you can export the latest version to Microsoft OneDrive.

When you’re finished making changes, click Update. Otter replaces the existing exported file in OneDrive with the latest version of your conversation using your current export settings.