Overview of Takeaways

Takeaways can be generated directly from your meeting by highlighting snippets within the notes. Easily capture action items, decisions, and key moments of your meeting then use the Takeaways panel to assign action items, add comments, or ask a question, saving you the step of sending follow-up emails.

Overview

In every conversation, you have the ability to add text notes, highlight parts of the transcript, add comments, and assign action items. All of these are captured in the Takeaways panel. You can find this panel on the right side of every conversation. 

Each section will filter out that action and provide an easy overview. 

Text notes - Filter the notes, thoughts, or items that your team has shared

Highlight - Find all of the highlights that you and your team have surfaced in the transcript

Comments - Review all of the comments on text, highlight, or action items 

Action items - See all of the users who have been assigned a task 

You can organize your Takeaways by rearranging the Gems in any order. All you need to do is hover your mouse on the left side to pull up the 6 dots. Then click and drag to reorder. 

Text notes

Add notes and text to jot down your thoughts, opinions, or general comments about the transcript. Click Add a note at the bottom left to create a text note at any time during the live or post transcript. 

You can also type the note and tag your teammates or a user as well. Just ‘@’ the Otter user you want to tag in your note.

To easily see all of your notes as well as your teammates, click the Text notes panel on the right side:

Highlights

At any time during the live or post transcript, you can easily highlight any portion of the text in the transcript, and it will automatically appear on the right side under your Takeaways. Click the Highlight panel to filter all highlights in the transcript:

Comments

You can comment under any text note or highlight to provide more information, add your perspective, or shout out one of your teammates during a presentation. The possibilities are endless! 

To comment, hover over any text note or highlight, and click the comment icon:

Once you add your comment, it will start a thread under that item. Multiple users can comment under one thread. 

You filter all the items with comments by clicking on the Comments panel:

On your Home Page, you will be able to see when you are tagged in a comment and reply directly from the card: 

Just type your reply and click the send icon on the right to join the thread:

Action Items

Action items are great for those who want to assign a follow-up, task, or item to a team member or user on the transcript. To add an action item, click Add assignee icon when hovering over a text note or highlight:

And select the Otter user you want to assignee the item to:

Items that are assigned to you will show on the Home page. You can click View All as a shortcut to the Action items panel in Takeaways.

Mark an action item as resolved. 

Resize/Collapse Takeaways Panel

If needed, you can resize or collapse the Takeaways panel. Hover between the transcript and panel until a blue vertical line appears. At the top, you can click the arrow to collapse or expand the panel:

To resize, click and drag the blue line:

Copy a link to a specific Takeaways

Create a unique public link directly to the highlight, text, or action item. 

1. Hover over the Gem. 
2. Click the 3 dots. 
3. Click Copy Link.