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

Tutorials by Manizha & Ryan
5 May 202308:42

TLDROtter AI is a user-friendly platform designed to assist with note-taking and transcription during meetings. It integrates with video conferencing tools like Zoom, Google, and Microsoft, allowing it to take down notes and share them automatically. The free version offers 300 minutes of meeting transcription. Users can create action items directly from the transcription, delegate tasks, and improve the AI's accuracy by rating its transcriptions. Otter AI also provides a dashboard for managing settings, workspaces, and apps that can be linked to Google, Microsoft, or Zoom for enhanced collaboration.

Takeaways

  • 👋 Otter AI is a platform designed for taking and managing meeting notes, making it ideal for remote workers and teams.
  • 📍 To start using Otter AI, visit otter.ai and sign up for a free account, which also offers a business trial for premium features.
  • 📝 The platform allows linking to Microsoft, Google accounts, or email for easy setup and integration.
  • 📌 Otter Assistant can join Zoom, Google, or Microsoft meetings as a participant to automatically take and share notes.
  • 📢 Users can enable Otter AI to transcribe notes directly into their Google Calendar for specific meetings, enhancing organization.
  • 📱 Otter AI offers a free version with 300 minutes of meeting transcription, catering to basic needs without upfront costs.
  • 🔧 The dashboard provides access to meeting transcriptions, calendar events, and settings to manage meeting tools and preferences.
  • 💬 Action items can be created from transcriptions, allowing users to assign tasks and summaries directly from meeting notes.
  • 📲 The platform's transcription accuracy improves over time with user feedback, making it more efficient at recognizing speech patterns.
  • 💾 Otter AI supports importing and transcribing from pre-recorded meeting videos, offering flexibility for note-taking after meetings.
  • 📣 Users can organize meeting notes into folders, send direct messages, and create groups for team collaboration within Otter AI.

Q & A

  • What is Otter AI used for?

    -Otter AI is a platform that enables users to take notes and transcribe meetings easily with the help of AI tools.

  • How can you get started with Otter AI?

    -To get started with Otter AI, visit otter.ai and click on 'Start for Free'. You can sign up with your Google account, Microsoft account, or email.

  • How does Otter AI integrate with video conferencing tools?

    -Otter AI can be linked to your Google Calendar, and it will automatically take and share notes from meetings conducted on platforms like Zoom, Google Meet, or Microsoft Teams.

  • What are the features available in Otter AI's free version?

    -In the free version, Otter AI offers 300 minutes of meeting transcription and the ability to manage calendar events and settings.

  • How can you create a workspace on Otter AI for team collaboration?

    -You can create a workspace by clicking on 'Create Workspace' on the Otter AI dashboard, which helps in organizing and collaborating on meeting notes with your team.

  • What are the pricing options for Otter AI's business version?

    -The business version of Otter AI costs $20 per user per month if you choose the yearly billing plan.

  • How does Otter AI assist in recording and transcribing third-party meetings?

    -You can use the 'Record' feature or paste the meeting URL to have Otter AI record and transcribe meetings from third-party applications.

  • How can you create action items directly from the transcription?

    -During or after a meeting transcription, you can highlight a specific phrase, click on 'Action Item', and assign it to a team member for follow-up.

  • How does Otter AI improve its transcription accuracy over time?

    -Otter AI improves its transcription accuracy by learning from user ratings, getting better at recognizing specific words and pronunciations over time.

  • What additional features does Otter AI offer for organizing meeting notes?

    -Otter AI offers features like creating groups, direct messages, and folders to manage and organize meeting notes effectively.

  • Can you use previously recorded meetings with Otter AI?

    -Yes, you can import recorded meeting videos by clicking on 'Import' and then 'Browse' to upload the video file for transcription and note-taking.

Outlines

00:00

📝 Getting Started with Otter AI for Meeting Notes

This paragraph introduces Otter AI, a platform designed to simplify the process of note-taking during meetings. It highlights the benefits of using Otter AI, especially for remote workers who conduct numerous meetings, as it transcribes and saves entire meetings with ease. The speaker guides beginners on how to start with Otter AI by visiting the website and signing up for free, either through a Google or Microsoft account or via email. The paragraph also explains how to enable the Otter assistant to participate in Zoom, Google, or Microsoft meetings, automatically taking and sharing notes with the intended audience. Additionally, it touches on the option to link Otter AI with one's Google Calendar and the ability to manage settings for different meeting tools.

05:03

📅 Action Items and Calendar Integration with Otter AI

This paragraph delves into the advanced features of Otter AI, such as creating action items directly from the transcription of a meeting. It demonstrates how to assign tasks to specific individuals, ensuring that key takeaways are communicated effectively, even to those who were not present in the meeting. The paragraph also discusses the improvement of Otter AI's transcription accuracy over time through user feedback. Furthermore, it explains how to use Otter AI with Google meetings by pasting the meeting URL, allowing the tool to record and transcribe future meetings scheduled in Google Calendar. The paragraph concludes by mentioning the option to import previous recordings for note-taking and the organizational features of Otter AI, such as groups, direct messages, and folders.

Mindmap

Keywords

💡Otter AI

Otter AI is an AI-powered platform designed to assist in note-taking and transcription during meetings. It simplifies the process of capturing and organizing information, making it particularly useful for remote work and team collaboration. In the video, the presenter explains how to use Otter AI to take down notes, transcribe meetings, and manage action items, emphasizing its ease of use and integration with other video conferencing tools.

💡Auto AI

Auto AI refers to the automated AI assistant provided by Otter AI that actively participates in meetings to take notes and transcribe the conversation. It serves as a digital scribe, ensuring that important points and action items are captured without the need for manual note-taking. The video highlights the convenience of this feature, especially for individuals working from home and managing multiple meetings.

💡Transcription

Transcription is the process of converting spoken language into written text. In the context of the video, Otter AI provides a transcription service that captures the entirety of a meeting in written form. This feature is beneficial for reviewing discussions, identifying key points, and assigning tasks post-meeting, thus enhancing productivity and ensuring that no details are overlooked.

💡Calendar Integration

Calendar integration refers to the ability of an application to interact with a user's calendar, such as Google Calendar or Microsoft Outlook, to schedule, manage, and share events and meetings. In the video, the presenter discusses linking Otter AI to a calendar to automate the process of note-taking and sharing meeting summaries, which streamlines the workflow and keeps team members informed about meetings they may have missed or the action items assigned to them.

💡Action Items

Action items are tasks or responsibilities assigned to individuals during a meeting, which need to be completed after the meeting. The video emphasizes the importance of capturing these in a structured manner for effective follow-through. Otter AI allows users to create action items directly from the transcription of a meeting, making it easier to delegate tasks and track progress.

💡Workspace

A workspace in the context of Otter AI is a collaborative space where teams can manage their meetings, notes, and action items collectively. The video mentions creating a workspace on Otter AI to facilitate better team collaboration and communication, especially when dealing with multiple meetings and projects.

💡Meeting URL

A meeting URL is a unique web address provided by video conferencing platforms like Zoom or Google Meet that allows participants to join a virtual meeting. In the video, the presenter explains how to use the meeting URL with Otter AI to record or transcribe meetings, even if Otter AI is not directly integrated into the meeting itself.

💡Import

The import feature in Otter AI allows users to upload pre-recorded meeting videos for transcription and note-taking. This is useful for reviewing past meetings and extracting key points or action items that may have been missed during the initial meeting.

💡Apps and Integrations

Otter AI offers applications and integrations with other platforms like Google, Microsoft, and Zoom to enhance its functionality and accessibility. These integrations allow users to seamlessly connect Otter AI with their existing tools and workflows, making it easier to manage meetings and collaboration.

💡Rating Transcription

Rating transcription is a feature in Otter AI that allows users to evaluate the accuracy of the transcriptions generated by the platform. By providing feedback, users help improve the system's ability to recognize and interpret speech, leading to more accurate transcriptions over time.

💡Remote Work

Remote work refers to a work arrangement where employees work from locations outside the traditional office setting, such as from home. The video emphasizes the usefulness of Otter AI for individuals working remotely, as it aids in managing meetings and ensuring that no critical information is missed due to the absence of in-person interactions.

Highlights

Otter AI is a platform that helps in taking notes and transcribing meetings easily using AI.

It's particularly useful for remote workers who have many meetings and can't record or go through all of them manually.

To get started, sign up on otter.ai for free or try their premium version with a business trial.

Link Otter AI to your Microsoft, Google, or sign up with your email for convenience.

Auto assistant will join your Zoom, Google, or Microsoft meetings and take notes, which can be shared with your team.

The free version of Otter AI allows 300 minutes of meeting transcription.

Manage settings and choose specific meeting tools like Google Calendar, Zoom, or Microsoft Teams.

Create a workspace on Otter AI for better team collaboration and note sharing.

Otter AI can transcribe meetings even from third-party applications, not just Zoom, Google, or Microsoft.

During transcription, users can highlight, comment, and create action items directly from the transcription.

Assign tasks to team members directly from the meeting transcription, streamlining task delegation.

Otter AI improves over time by learning from the user's voice and pronunciation, enhancing transcription accuracy.

Users can import previously recorded meetings for transcription and note-taking.

Otter AI offers apps that can be linked to Google, Microsoft, or Zoom for seamless integration.

The platform supports organizing meetings, notes, and action items through features like groups, direct messages, and folders.

Otter AI helps avoid confusion about meetings' outcomes by providing clear summaries and action items.

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