How To Use Otter.Ai 2024 (Step-By-Step For Beginners)

Otter.ai is a powerful tool for note-taking and transcription during meetings. It's especially useful for remote workers who need to keep track of discussions and tasks. To start using it, sign up for free on otter.ai and link it to your Google or Microsoft account. Once set up, you can enable the Auto Assistant to join your video conferences and take notes automatically. Otter.ai transcribes meetings, allowing you to highlight important points, create action items, and assign tasks to team members. It also improves transcription accuracy over time by learning from your feedback. You can manage your meetings, create workspaces for team collaboration, and even import previous recordings for note-taking. The platform offers a free version with limited minutes and a premium version for more extensive use. Otter.ai also has an app for easy access and organization of your meetings and notes.

Takeaways

• 📝 **Otter.ai Introduction**: Otter.ai is a tool for note-taking and transcription during meetings, which can be especially useful for remote workers.
• 🚀 **Getting Started**: Begin by signing up on otter.ai for free or starting a business trial for the premium version.
• 🔗 **Account Linking**: Link your Microsoft, Google, or sign up with your email to start using Otter.ai.
• 📋 **Auto Assistant**: Otter can act as a participant in Zoom, Google, or Microsoft meetings, automatically taking and sharing notes.
• 📅 **Calendar Integration**: You can enable Otter to take notes directly in your Google Calendar for specific meetings.
• 🔄 **Video Conferencing Tools**: Choose the video conferencing tool you use to ensure Otter.ai can integrate and take notes.
• ⏺️ **Transcription Limit**: The free version of Otter.ai offers 300 minutes of meeting transcription.
• 💡 **Workspace Creation**: Create a workspace on Otter.ai to improve team collaboration and manage meeting notes more effectively.
• 📈 **Action Items**: Easily create action items from meeting transcriptions and assign them to team members directly within the platform.
• 📉 **Accuracy Improvement**: Otter.ai learns from your feedback to improve transcription accuracy over time.
• 📱 **Mobile App**: Otter.ai has a mobile app that allows you to link it with Google, Microsoft, or Zoom and manage groups, direct messages, and folders.
• 🔄 **Importing Recordings**: You can import previously recorded meetings to take notes and extract key information.

Q & A

What is the primary function of Otter.ai?

Otter.ai is a platform that enables users to write notes, take down notes during meetings, save entire meetings, and transcribe them easily with its AI tool.

Who can benefit from using Otter.ai?

Otter.ai is particularly useful for individuals working from home, taking many meetings, and needing to manage teams or work on projects efficiently.

How can one get started with Otter.ai?

To get started with Otter.ai, one can visit the website otter.ai, click on 'start for free,' and sign up using a Microsoft, Google account, or an email.

How does Otter.ai integrate with video conferencing tools?

Otter.ai can be linked to video conferencing tools like Zoom, Google, or Microsoft meetings, where it automatically takes and shares notes with the specified audience.

What are the benefits of enabling Otter.ai to access your Google Calendar?

Enabling Otter.ai to access your Google Calendar allows it to write down notes for specific meetings directly in your calendar, streamlining the note-taking process.

What is the free version of Otter.ai limited to?

The free version of Otter.ai provides 300 minutes of meeting transcription.

How can users manage their settings and meeting tools in Otter.ai?

Users can manage their settings and meeting tools through the Otter.ai dashboard, where they can choose specific meeting tools and create workspaces for team collaboration.

What does Otter.ai offer for users who want to take notes from a meeting?

Otter.ai offers the ability to record or transcribe meetings, create action items directly from the transcription, and assign tasks to team members for better meeting management.

How does Otter.ai improve over time with each transcription?

Otter.ai gets better at recognizing the user's words and pronunciations with each transcription, as users can rate the transcriptions, helping the AI to better interpret the user's voice.

Can Otter.ai be used with Google meetings?

Yes, Otter.ai can be used with Google meetings by pasting the meeting URL into Otter.ai, which then integrates with the user's Google Calendar to record or transcribe meetings.

What additional features does the Otter.ai app offer?

The Otter.ai app allows users to link it to Google, Microsoft, or Zoom, create groups for managing data, send group invites, and organize meetings through direct messages and folders.

Outlines

00:00

🚀 Getting Started with Otter AI for Meeting Notes

This paragraph introduces Otter AI as a tool for note-taking and transcription during meetings. It emphasizes the utility of the platform, especially for remote workers, by facilitating the organization and distribution of meeting notes. The speaker guides beginners on how to sign up for a free account on otter.ai and how to link it with Google or Microsoft accounts. It also explains how to enable Otter to participate in Zoom, Google, or Microsoft meetings for automatic note-taking. The paragraph outlines the features of the free version, including 300 minutes of meeting transcription and the ability to create action items directly from the transcription. Additionally, it mentions the option to create workspaces for team collaboration and the pricing for premium versions.

05:03

📝 Recording and Managing Action Items with Otter AI

The second paragraph delves into the process of recording meetings and creating actionable items from the transcriptions. It demonstrates how to use Otter AI to record a meeting, stop the recording, and review the notes. The speaker shows how to select specific parts of the transcription to create action items and assign them to team members, streamlining task delegation. The paragraph also highlights the benefit of Otter AI's learning algorithm, which improves transcription accuracy over time through user feedback. The process of recording Google meetings by pasting the meeting URL into Otter AI is explained, as well as the option to import and transcribe previously recorded meetings. The paragraph concludes with a mention of Otter AI's mobile apps and the organizational features such as groups, direct messages, and folders for managing meeting data.

Keywords

Otter.ai

Otter.ai is an AI-powered note-taking and transcription service that helps users record, transcribe, and take notes during meetings. It is particularly useful for remote work and virtual meetings, as it automates the process of documenting discussions and decisions, which can then be shared with team members. In the video, it is presented as a tool that can be integrated with various calendar and meeting platforms to enhance productivity.

Transcribe

Transcribing refers to the process of converting spoken language into written form. Otter.ai uses AI to transcribe meetings, providing a written record of what was said. This feature is crucial for the platform as it allows users to have a text-based record of their meetings, which can be searched, referenced, and shared.

Action Item

An action item is a specific task or decision point that arises from a meeting and is assigned to a particular individual for follow-up. In the context of the video, Otter.ai allows users to create action items directly from the transcription of a meeting, streamlining the process of task delegation and ensuring that responsibilities are clear.

Workspace

A workspace in Otter.ai is a collaborative environment where teams can manage and organize their meeting notes and transcriptions. The video mentions creating a workspace as a way to facilitate better team collaboration, especially when dealing with multiple meetings and large volumes of information.

Integration

Integration refers to the process of linking Otter.ai with other services such as Google Calendar, Zoom, or Microsoft Teams. This allows Otter.ai to automatically take notes during meetings held on these platforms. The script emphasizes the ease of integration as a key feature of the tool.

AI Assistant

The AI assistant in the context of Otter.ai is the automated service that participates in meetings as a virtual attendee, taking notes and transcribing the conversation. It is portrayed as a valuable addition to any meeting, ensuring that no detail is missed and that notes are available for review and distribution.

Meeting Notes

Meeting notes are the written records of the discussions, decisions, and key points that occur during a meeting. Otter.ai specializes in generating these notes through its transcription and note-taking capabilities, which are essential for keeping teams informed and on track with their tasks.

Free Version

The free version of Otter.ai offers limited services for free, which includes a certain amount of meeting transcription time. This allows users to try out the service's core features without incurring costs, as mentioned in the video, users get 300 minutes of meeting transcription for free.

Premium Version

The premium version of Otter.ai includes more features and higher limits than the free version. It is aimed at businesses and individuals who require more extensive use of the platform's capabilities. The video script discusses a business trial for the premium version, highlighting its value for professional use.

Calendar Events

Calendar events refer to scheduled meetings or appointments that are recorded on a calendar. Otter.ai can be synced with users' calendars, such as Google Calendar, to automatically record and transcribe upcoming meetings, as shown in the video where the integration with Google Calendar is demonstrated.

Recording

Recording in the context of Otter.ai means capturing the audio of a meeting for later transcription. The platform provides options to record meetings directly or to import previously recorded meeting files for transcription. This feature is showcased in the video as a way to capture and document meetings for future reference.

Highlights

Otter.ai is a platform that allows users to write notes, take down notes in meetings, and transcribe them easily with AI technology.

It is particularly useful for remote workers who conduct a lot of meetings from home.

Otter.ai can be accessed for free, as well as through a business trial for their premium version.

Users can sign up using their Microsoft, Google account, or email.

Otter.ai can automatically take and share notes during Zoom, Google, or Microsoft meetings.

Notes can be shared with specific teammates or calendar invites.

Users have the option to enable or disable auto note-taking in Google Calendar.

Otter.ai provides a dashboard for managing meeting transcriptions and notes.

The free version of Otter.ai offers 300 minutes of meeting transcription.

Users can create a workspace on Otter.ai for team collaboration.

Otter.ai can record or transcribe meetings even without being added to the actual video conference.

Meeting transcriptions can be edited for accuracy, and the AI learns from user corrections to improve over time.

Action items can be created directly from the meeting transcription for task delegation.

Otter.ai can summarize key takeaways from meetings, even for those who were not present.

The platform supports importing previously recorded meeting videos for note-taking.

Otter.ai offers apps that can be linked to Google, Microsoft, or Zoom for enhanced functionality.

Users can organize their meetings through groups, direct messages, and folders within the Otter.ai app.

The more users rate the transcriptions, the better the AI becomes at recognizing individual speech patterns.

Otter.ai can be used to avoid confusion and ensure clear communication of tasks and outcomes from meetings.