Meeting Summary Overview

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.

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)

Note: It can take an hour or more to send the email, depending on the conversation duration, as processing times vary.

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

Note: Meeting Summary emails will not be sent to your calendar guests if you have no action items and the conversation does not generate an Automated Summary (due to the conversation having 500 words or fewer). In this case, only the owner of the conversation will receive an email.

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.

Note: If you are not receiving meeting summaries for a conversation shared with you, please check with the owner of the conversation to see if they have the correct settings enabled for sharing.

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.

Note: If your calendar guest does not have an Otter account, they will need to create one first before viewing the conversation. They can create an account through the Meeting Summary email link or sign up on our Otter page.

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