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OtterPilot Overview

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OtterPilot can automatically join your Zoom, Google Meet, or Microsoft Teams meetings, and transcribe the meetings in real-time. With OtterPilot, you get many features including Automated Summary, Automated Slide Capture, and Meeting Summary. Learn about OtterPilot below.

How OtterPilot works

OtterPilot works by connecting your calendar (Google or Microsoft) to your Otter account. Once connected, your calendar events are synced to Otter. If an upcoming calendar event includes a Zoom, Google Meet, or Microsoft Teams meeting link, OtterPilot will automatically join the meeting at the scheduled time as a participant. OtterPilot will analyze and transcribe your meetings, automatically summarize key topics, and automatically capture slides shared during the meeting.

Once the meeting has ended, Otter can also automatically share the meeting transcript with the calendar event guests. Depending on your plan, OtterPilot can simultaneously join multiple meetings happening at the same time. 

Tip: Can't attend a meeting? No worries! You can send OtterPilot to join a meeting if you're unable to. Catch up on anything you missed during the meeting or after in the Otter meeting notes.

Setup OtterPilot

To have your OtterPilot automatically join your meetings, you will first need to connect your calendar. Otter can connect to Google and Microsoft accounts.

  1. Click your name in the upper corner to expand the menu.
  2. Click on Account Settings and navigate to the Apps tab.
  3. Under Connect calendars & contacts, click Add next to the calendar you wish to connect.
    Note: The email address associated with your Google or Microsoft account does not need to match the email address of your Otter account.

    otter.ai_setting_connected_apps_High-Resolution_Screenshot_.png
  4. If prompted, sign in to your Google or Microsoft account.
  5. Click Allow (Yes for Microsoft) to enable Otter to access your account.
    google_microsoft_signin.png
  6. Repeat steps 4-6 to add multiple calendars.
  7. Once connected, your calendar events will be synced to Otter. You will see your calendar events appear on your Home page calendar.

Manage your OttetPilot settings

By default, OtterPilot will automatically join your Zoom, Google Meet, or Microsoft Teams meetings. When joining a meeting, it will appear as a normal meeting participant with the name "[Your Name]'s Otter.ai". 

You can manage your OtterPilot's settings including auto-share, auto-join, auto-capture, and chat links in Account Settings > Meetings. 

otterpilot_settings.png

Choose how the Otter transcript is shared

By default, OtterPilot will automatically share the Otter transcript with all calendar event guests when the meeting starts and send a Meeting Summary email after the meeting has ended.

To disable the OtterPilot from automatically sharing the Otter transcript with event guests, follow these steps.

  1. Click your name in the upper corner to expand the menu.
  2. Click on Account Settings and navigate to the Meetings tab.
  3. Under OtterPilot, toggle Auto-share notes to calendar event guests to off. 
    otterpilot_autoshare_settings.png

Manage individual meetings

Your calendar events will be synced to Otter and appear on your Home page calendar. Any calendar event with a valid Zoom, Google Meet, or Microsoft Teams meeting link, will show a toggle. If toggled on, OtterPilot will automatically join the meeting.
meeting_calendar_events.png

Individually toggle off any meetings you do not want OtterPilot to join.
otterpilot_will_not_join.png

For meetings that have been toggled off, you can still add OtterPilot to the meeting if you change your mind. 

  1. Once the meeting has started, navigate to your Home page.
  2. Click the OtterPilot button to add your OtterPilot to the meeting.
    add_otterpilot.png
  3. OtterPilot will join momentarily. 

Manually add OtterPilot to a meeting

You can manually add OtterPilot to your Zoom, Google Meet, or Microsoft Teams meetings. To do so, follow these steps:

  1. Navigate to your Home page.
  2. Copy the meeting URL from Zoom, Google Meet, or Microsoft Teams.
  3. Paste the meeting URL to the Paste meeting URL to record text field at the top and hit Enter/Return or click the microphone icon.

    paste_meeting_url.png

  4. OtterPilot will join momentarily.
Note: Make sure your meeting URL includes the password. OtterPilot will not be able to join your meeting without the embedded password. 

Learn more about OtterPilot

Select a topic below to learn more about the various ways you can use and manage OtterPilot. 



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