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
- Set up 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.
Set up 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.
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On the left menu navigation, click Apps.
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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.
- If prompted, sign in to your Google or Microsoft account.
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Click Allow (Google) or Yes (Microsoft) to enable Otter to access your account.
- Repeat steps 4-6 to add multiple calendars.
- Once connected, your calendar events will be synced to Otter. You will see your calendar events appear on your homepage calendar.
Manage your OtterPilot settings
You can manage your OtterPilot's settings including auto-share, notifications, auto-join, auto-capture, and Otter Chat links in Account Settings > Meetings.
OtterPilot display name
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 AI Notetaker (Otter.ai)".
If you are part of a Workspace that has deduplication enabled, OtterPilot may display as "[Your Workspace Name]'s AI Notetaker (Otter.ai)". Learn more about OtterPilot Deduplication.
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.
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On the right side home page calendar, click on the Meeting Settings gear icon (Account Settings > Meetings).
- 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.
- Once the meeting has started, navigate to your Home page calendar.
- Click the OtterPilot button to add your OtterPilot to the meeting.
- 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:
- Navigate to the Otter homepage and click into the Paste meeting URL to record text field.
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Copy the meeting URL from Zoom, Google Meet, or Microsoft Teams and paste into the field, and hit Enter/Return or click the microphone icon.
- 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
FAQs
Can OtterPilot join anonymously without others knowing or seeing it?
- No.
- OtterPilot will always join as a guest participant in a meeting.
- We recommend always obtaining consent and following your local laws regarding recording per the Terms of Service.
Will OtterPilot stay in the meeting if it's silent or there is no audio?
- No.
- OtterPilot will leave the meeting if silence is detected during a meeting for up to 12 continuous minutes.
- If a meeting is running beyond its scheduled time, the silence threshold is reduced to 5 minutes.
I have issues with OtterPilot joining. Do I need to set up my meeting permissions to allow OtterPilot to join?
- Yes.
- OtterPilot can only join as a guest and cannot sign into any Zoom, Google Meet, or Microsoft Teams account to join the meeting.
- Check with your IT team to ensure your organization settings allow guest participants to your meetings.