OtterPilot Overview

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 Chat Q&A, Automated Summary, Automated Slide Capture, and Meeting Summary. Learn about OtterPilot below.

• How OtterPilot Works
• Setup OtterPilot
• Manage your OtterPilot settings
• Choose how the Otter transcript is shared
• OtterPilot Chat Q&A
• Manage individual meetings
• Manually add OtterPilot to a meeting
• Learn more about OtterPilot

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. 

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. On the left menu navigation, click Apps.
   
2. 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.
   
   
3. If prompted, sign in to your Google or Microsoft account.
4. Click Allow (Google) or Yes (Microsoft) to enable Otter to access your account.
   
5. Repeat steps 4-6 to add multiple calendars.
6. Once connected, your calendar events will be synced to Otter. You will see your calendar events appear on your Home page calendar.

Manage your OtterPilot 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, notifications, auto-join, auto-capture, and Otter Chat links in Account Settings > Meetings. 

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. On the right side home page calendar, click on the Meeting Settings gear icon (Account Settings > Meetings).
   
2. Under Sharing, manage the setting for Default audience for shared notes. 
   

OtterPilot Chat Q&A

Manage your settings for the Otter Chat Q&As. OtterPilot will automatically send a message at the beginning of your meeting with the URL to the live transcript, and one near the end of the scheduled meeting with a summary of the takeaways and action items. 

Additionally, any questions and prompts to Otter Chat will also be sent to the chat message of the meeting directly. Learn more about OtterPilot Chat Q&A.

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.

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

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 calendar.
2. Click the OtterPilot button to add your OtterPilot to the meeting.
   
   
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 the 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.
   
   
   
   
4. OtterPilot will join momentarily.

Learn more about OtterPilot

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

• Manage your OtterPilot settings
• Automatically add OtterPilot to your meetings
• Manually add OtterPilot to a meeting
• Change OtterPilot's display name
• Stop OtterPilot from automatically joining your meetings
• Remove OtterPilot from your Zoom, Google Meet, or Microsoft Teams meeting