Otter provides an easy way to save time and ensure everyone is aligned after a meeting through an automated meeting summary. Based on our Automated Summary feature, Otter will send you and your calendar guests a summary of the meeting, providing a quick overview of topics, action items, highlights, and meeting slides.
Meeting Summary Overview
When you record a meeting for a calendar event synced to Otter, you and all calendar guests will receive a Meeting Summary email within 2 hours after the meeting ends. For Otter to successfully send the email, the following guidelines must be met:
- The calendar event is synced to Otter on the Home page
- Enable auto-share to the calendar event guest for the meeting
- Record the calendar event through web, mobile, or Otter Notetaker (recommended)
The email summary can vary depending on the meeting and may contain any of the following,
- General meeting info (title, dates, time, duration)
- Automated Summary
- Action items created during the meeting
- Automated Slides presented during the meeting
Automated Summary
One of the exciting features of the Meeting Summary email is the summary section, which has been generated by Otter’s proprietary AI. This section allows all calendar guests to easily scan through the main highlights and topics of the meeting. The summary will reflect the Automated Summary on the Summary tab within the conversation. Click View in Otter or See full summary to access the transcript.
Action items
The Meeting Summary email provides a quick overview of any action items created during the meeting. Collaborators and calendar guests can easily review tasks, follow-ups, or actionable items that were assigned to the team in this section of the email. Click See # action items to view all action items in the conversation.
Highlights
View quick highlights generated from the outline in the conversation. Click See all insights to view the full conversation outline.
Automated Slide Capture
Images added to your conversations during the live recording through the Automated Slide Capture function using Notetaker will appear in your Meeting Summary email. Click See # images or on the image to view all screenshots taken during the presentation.
Enable meeting summary emails
Review the settings and info below to ensure you and your calendar guests receive the meeting summary email.
Notifications
By default, the meeting summary is enabled for all accounts. You can change the notification settings in Account Settings > Notifications > Meeting Summary. By enabling notifications, you will receive meeting summaries for your conversations and those shared with you.
Share meeting summaries with calendar guests
Ensure sharing is enabled for calendar event guests so that they will receive the meeting summaries emails.
- Manage Default audience for shared notes auto-share settings in Account Settings > Meetings.
- Manually set sharing permissions per event on the Otter homepage.
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