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 Outline feature, Otter will send you and your calendar guests a summary of the meeting to provide a quick overview of topics and action items.
Meeting Summary Overview
How does the Meeting Summary email work?
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 calendar event guest for the meeting
- Record the calendar event through web, mobile, or Otter Assistant (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 following
- General meeting info (dates, time, duration)
- Keywords
- Action items created during the meeting
- Automated Outline
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. You can add action items from the email by clicking ‘Add action item’, which takes you directly to the transcript. Check out Overview of Takeaways to learn more about how you can interact with your Otter transcript to add action items as well as notes, highlights, and comments.
Outline
One of the exciting features of the Meeting Summary email is the outline 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 outline will reflect the Automated Outline shown in the Takeaways panel within the transcript. Click ‘Open in Otter’ or the timestamps to go directly to the transcript.
Note: Meeting Summary emails will not be sent to your calendar guests if you do not have any action items and if the conversation also did not generate an Automated Outline (due to the conversation having 500 words or less). In this case, only the owner of the conversation will receive an email.
Auto-share settings
Ensure Auto-share notes to calendar event guests is toggled on for both Manual Recording and Otter Assistant. You can find those settings in Account Settings > Meetings. Enabling these settings will allow your calendar guests to receive the Meeting Summary email.
Manual Sharing
If you do not have auto-share on, you can manually toggle auto-share for each event that you want your calendar guests to receive the Meeting Summary.
- Navigate to the Home Page.
- Click on the calendar event on the right side that you want the Meeting Summary email to send to.
- Toggle on Share with calendar guests.
- Your calendar guests will receive the Meeting Summary email for that event.
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.
Notifications
By default, Meeting Summary is enabled for all accounts. You can change the notification settings in Account Settings > Notifications > Meeting Summary.
Note: This setting will affect receiving the Meeting Summary email for both calendar events that you are the owner of, as well as calendar events where you are a guest, and the host has recorded the conversation in Otter.
