Otter.ai Tutorial - How To Use Otter.ai For Beginners

In this tutorial, Marcus guides beginners through the process of using Otter.ai, an AI transcription service. He starts by directing viewers to sign up for a free account using their email address and then verifying it. Marcus then explains how to connect Otter.ai with various calendar services like Google or Microsoft to transcribe meetings. He demonstrates how to navigate the dashboard, create workspaces, and invite people to conversations. He also shows how to start and stop recordings, highlighting the feature that allows 30 minutes of transcription per conversation. Additionally, he covers how to add comments, action items, or photos to the transcriptions. Marcus emphasizes the importance of checking and adjusting microphone settings in the browser for optimal recording quality. He concludes by inviting viewers to ask questions and share comments for further guidance.

Takeaways

• 🌐 Start by clicking the link in the description to access Ultra AI and create a free account using your email address, password, and personal details.
• 📧 After signing up, verify your email address to ensure your account is activated.
• 🔗 Connect Ultra AI with your preferred calendar, such as Google or Microsoft, to integrate meeting schedules.
• 💻 Choose the video conferencing software you use, like Google Meet, Zoom, or Microsoft Teams, for seamless integration.
• 📊 Access the dashboard to view activities, tutorials, and options to upgrade to a pro version.
• 📝 Create new workspaces and teams, and manage all your conversations in one place.
• 📩 Invite people to join your group chats or direct messages for easy collaboration.
• ⏺️ Use the record feature to capture up to 30 minutes of transcription per conversation.
• ✅ Highlight, comment, add action items, or upload photos to your transcriptions for better organization.
• 🔄 Change the microphone settings in your browser if needed to ensure optimal recording quality.
• 📅 Easily schedule auto assistance for upcoming meetings and share notes with colleagues or groups.
• 📝 If you encounter any issues, don't hesitate to ask questions in the comments section for further guidance.

Q & A

What is the first step to create an account on Otter.ai?

The first step to create an account on Otter.ai is to click on the 'Get Started for Free' button on the top right corner of the website and then add an email address and press 'Create Account'.

How can users connect their calendar to Otter.ai?

Users can connect their calendar to Otter.ai by going to the dashboard, clicking on the top right or right side, and selecting the option to connect with Google Calendar or Microsoft Calendar.

What is the maximum duration of transcription per conversation that Otter.ai offers?

Otter.ai offers a maximum of 30 minutes of transcription per conversation.

How can users start recording a conversation in Otter.ai?

Users can start recording a conversation in Otter.ai by clicking on the 'Record' button on the top right corner, allowing the use of the microphone, and then the recording will begin.

What can users do while a conversation is being processed in Otter.ai?

While a conversation is being processed, users can go to their account settings, edit things there, and check their plans.

How can users add notes or comments to a conversation in Otter.ai?

Users can add notes or comments to a conversation by going to the conversation, highlighting the text, and then adding a comment, action item, or even a photo.

What should users do if they need to change the microphone settings in Otter.ai?

If users need to change the microphone settings, they should go to the settings of their browser, find the audio section, and then select the desired microphone from the available options.

How can users create a new workspace or team in Otter.ai?

Users can create a new workspace or team by going to the dashboard, finding the option to create a new workspace on the left side, and then following the prompts to set up the team.

What is the purpose of the 'Action Item' feature in Otter.ai?

The 'Action Item' feature in Otter.ai allows users to assign tasks or follow-up actions related to specific parts of a conversation for better organization and task management.

How can users share notes with others in Otter.ai?

Users can share notes with others by going to the conversation, selecting the notes they want to share, and then choosing the option to share with the intended recipients, such as a group or individual.

What is the benefit of scheduling Auto assistance for upcoming meetings in Otter.ai?

Scheduling Auto assistance for upcoming meetings in Otter.ai allows the system to automatically record and transcribe the meeting, saving time and ensuring that important details are captured.

How can users ensure they are using the correct microphone during a recording session in Otter.ai?

Users should check and change the microphone settings in the browser before starting the recording session to ensure the correct microphone is selected.

Outlines

00:00

😀 Getting Started with Ultra AI

In this first paragraph, Marcus introduces himself and the purpose of the video: guiding viewers on how to use Ultra AI, especially for those who are new to the platform. He provides a link in the video description for viewers to sign up for Ultra AI, detailing the steps for account creation which include clicking the star for free, adding an email address, creating a password, and filling out personal details. Marcus also explains the process of email verification and the subsequent steps once logged in, such as selecting a meeting node, connecting with Google or Microsoft calendars, and choosing the preferred video conferencing software. The paragraph concludes with a mention of the dashboard features, including activities, tutorials, and options to create workspaces and teams, as well as how to manage conversations and schedule auto assistance for meetings.

05:10

🎤 Adjusting Microphone Settings in Ultra AI

The second paragraph focuses on the technical aspect of using Ultra AI, specifically adjusting microphone settings for optimal recording. Marcus discusses navigating the settings of the Chrome browser, emphasizing the importance of selecting the correct microphone to avoid recording on unintended devices. He demonstrates how to pause and stop recordings and highlights the ability to highlight, comment, add action items, or insert photos during or after a recording session. Marcus also advises viewers to change their microphone settings at the beginning to avoid mistakes, and he encourages viewers to ask questions and share comments for further guidance and support.

Keywords

💡ultra AI

Ultra AI seems to be a transcription service that the video is about. It's likely a tool that uses artificial intelligence to transcribe speech into text. In the video, Marcus guides viewers on how to use this service, which is central to the theme of the tutorial.

💡create account

Creating an account is the process of setting up a new user profile with a service. In the context of the video, Marcus instructs viewers to create an account with ultra AI by providing an email address and password, which is the first step in using the service.

💡Google Calendar

Google Calendar is a widely used online calendar service provided by Google. Marcus mentions it as one of the services that can be connected to ultra AI, allowing users to transcribe meetings directly from their calendar events.

💡transcription

Transcription is the process of converting spoken language into written form. In the video, ultra AI is used to transcribe conversations, meetings, or lectures, which is a key feature of the service being discussed.

💡dashboard

A dashboard in the context of software is a user interface that provides an overview of the system's status and functionality. Marcus refers to the ultra AI dashboard where users can view their activities, tutorials, and access various features of the service.

💡action item

An action item is a task or decision point that requires action. In the video, Marcus explains that users can add action items to their transcriptions, which helps in organizing and prioritizing tasks from meetings.

💡workspace

A workspace in the context of software refers to a virtual environment where users can collaborate, manage projects, or organize their work. Marcus mentions creating a new workspace in ultra AI, which suggests a feature for team collaboration.

💡recording

Recording in this context refers to capturing audio to be transcribed by ultra AI. Marcus demonstrates how to start and stop recording a conversation or meeting, which is a fundamental operation for using the service.

💡comment

Commenting allows users to add notes or observations to their transcriptions. Marcus shows how users can highlight parts of the transcription and add comments for further clarification or emphasis.

💡pro version

The pro version typically refers to a more advanced or feature-rich tier of a software service. Marcus mentions the pro version of ultra AI, suggesting that there are different levels of service with additional capabilities for paying customers.

💡settings

Settings are the configurations that users can adjust to customize the software to their preferences. Marcus goes into the account settings to show how users can edit their information and change the microphone, which is important for the correct operation of the recording feature.

💡calendar integration

Calendar integration is the ability of a software application to interact with a user's calendar to schedule, remind, or trigger events. Marcus explains how to connect ultra AI with Google or Microsoft calendars, which streamlines the process of transcribing scheduled meetings.

Highlights

Marcus guides beginners on how to use Otter.ai, an AI transcription service.

New users can sign up for a free account by clicking the link in the video description.

After signing up, users need to verify their email address for account activation.

Otter.ai can be integrated with Google or Microsoft calendars to transcribe meeting notes.

Users can choose their preferred video conferencing software within the Otter.ai dashboard.

The dashboard provides a tutorial on recording basics and offers a pro version for additional features.

Meetings can be recorded and transcribed, with each conversation limited to 30 minutes.

During transcription, users can highlight, comment, and add action items or photos to the conversation.

Otter.ai allows for easy creation of new workspaces and teams for collaboration.

Users can invite others to join groups for shared conversations and note-taking.

The platform supports direct messaging and folder organization for efficient communication.

Account settings can be accessed to edit and manage plans and preferences.

Users can schedule auto-assistance for upcoming meetings to streamline preparation.

Otter.ai provides the ability to share notes with colleagues and groups for collaborative work.

The platform allows users to change their recording device settings, such as the microphone, within the browser.

Marcus advises on the importance of changing the microphone settings before starting a recording to avoid errors.

Users can ask questions and share comments for further guidance and support in the video's comment section.

The tutorial concludes with a reminder to change recording device settings to ensure a successful transcription experience.