Otter Live Notes integration provides real-time transcription and note-taking during your meetings, capturing conversations as they happen so you can stay focused and engaged. Live Notes generates a live transcript with highlights and action items, making it easy to follow along, collaborate in the moment, and review key points immediately after the meeting.
Otter Live Notes requires setup at both the Zoom admin level and the individual user (meeting host) level. If you are not a Zoom admin, share this article with your Zoom administrator so they can complete the required admin configuration. Once the admin setup is complete, each meeting host must finish a one-time personal setup.
- Zoom Admin: Completes the admin setup once for the Zoom workspace
- Meeting Hosts: Complete personal setup once per Otter user account
Zoom Admin Setup (Required) Completed once by a Zoom administrator
Follow the 2 steps below to complete the admin setup for your Zoom workspace.
Step 1: Pre-approve Otter in the Zoom Marketplace
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Log in to the Zoom App Marketplace as the administrator. Navigate to Otter.ai - Meeting Summary, AI Chat in the marketplace. Add the Otter.ai app.
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Review the permissions. Click Allow to complete the connection.
Note: We recommend selecting All users to ensure each member can connect Zoom to their Otter account.
Step 2: Enable live streaming settings for your Zoom workspace (Admin)
- Log in to the Zoom web portal.
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Under Admin, navigate to Account Management > Account Settings > Meeting. Click In Meeting (Advanced) and find Allow livestreaming of meetings. The following settings should be reflected.
- Allow livestreaming of meetings: Enabled
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Custom Live Streaming Service: Checked
- (optional) Type Managed by Otter.ai into the field
Meeting Host Setup Zoom (Required) Each user (meeting host) will need to set up their Personal settings in Zoom
Follow the 2 steps below to complete the meeting host setup. Each Otter user will need to complete these steps.
Step 1: Enable live streaming settings for your Zoom (Personal)
- Log in to the Zoom web portal.
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Under Personal, navigate to Settings > Meeting. Click on In Meeting (Advanced) and find Allow livestreaming of meetings. The following settings should be reflected.
- Allow livestreaming of meetings: Enabled
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Custom Live Streaming Service: Checked
- (optional) Type Managed by Otter.ai into the field
Step 2: Connect your Otter account to Zoom
With all of the Zoom steps completed, you can now connect your Otter account and use Live Notes to capture all your meeting conversations.
- Sign in to your Otter account.
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Click Integrations. Next to Zoom, click Add. Follow the steps to connect your Zoom account.
- Once connected, toggle on More Zoom integrations. Select Otter Live Notes.
Starting a Zoom meeting
Now that you have Live Notes enabled, whenever you start a Zoom meeting you host, Otter will immediately start recording and transcribing it in real time. Click OK once the live streaming begins.
You'll see the Custom Live Streaming Service with a link to the Otter conversation.
FAQs
Are participants notified that they are being recorded through Live Notes?
- Yes.
- By default, Zoom will display a notice to meeting participants that the meeting is being live-streamed. The participant will be prompted to accept or leave the meeting. Learn more about Zoom's recording prompts.
Can I record a Zoom Webinar?
- Yes. Once you have Otter Live Notes set up, follow our Set up Otter for Zoom Webinar guide to record your conversations.
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