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

Tutorials by Manizha & Ryan
5 May 202308:42

TLDROtter.ai is a powerful tool for note-taking and transcription during meetings, making it easier to manage teams and projects. Users can sign up with a Google, Microsoft account, or email, and link to calendars for automated note-sharing. The platform offers 300 minutes of free transcription and features like action item assignment, improving accuracy over time. Otter.ai also supports third-party applications for recording and transcribing meetings, and offers workspace creation for team collaboration.

Takeaways

  • 📝 Otter.ai is a platform designed for note-taking and transcription during meetings, making it an essential tool for remote work and efficient management of team projects.
  • 🌐 To get started, visit otter.ai and sign up for free. Both a free version and a premium business trial are available.
  • 🔗 Link Otter.ai to your Microsoft or Google account for seamless integration with your existing productivity tools.
  • 💬 The Auto Assistant feature allows Otter.ai to participate in Zoom, Google, or Microsoft meetings, taking down notes and sharing them with the participants.
  • 📅 Enable or disable the auto note-taking feature in Google Calendar based on your preference for managing meeting notes.
  • 🔧 Choose the video conferencing tool you use, such as Google Meet, Zoom, or Microsoft, to set up Otter.ai for automated meeting note-taking.
  • 📋 With the free version, you get 300 minutes of meeting transcription, expanding with the premium version for more extensive use.
  • 📌 Highlight, comment, and create action items directly from the transcription, streamlining task delegation and follow-ups.
  • 💡 Otter.ai learns from your feedback, improving its transcription accuracy over time as you rate and correct its output.
  • 📂 Organize your meetings, action items, and notes using folders, groups, and direct messages within the Otter.ai dashboard for better collaboration and data management.

Q & A

  • What is the main purpose of Otter.ai?

    -The main purpose of Otter.ai is to assist users in taking notes, saving, and transcribing meetings easily with the help of AI tools.

  • How can one get started with Otter.ai?

    -To get started with Otter.ai, users can head over to otter.ai and click on 'Start for Free'. They can sign up with their Google account, Microsoft account, or via email.

  • What types of accounts can Otter.ai be linked to?

    -Otter.ai can be linked to Microsoft accounts, Google accounts, or used with an email sign-up.

  • How does Otter.ai function within video conferencing tools?

    -Otter.ai works as a participant in Zoom, Google, or Microsoft meetings, automatically taking and sharing notes with the specified audience.

  • What are the limitations of the free version of Otter.ai?

    -In the free version, users have 300 minutes of meeting transcription available.

  • How can users manage their settings in Otter.ai?

    -Users can manage their settings by accessing the Otter.ai dashboard, where they can choose specific meeting tools, create workspaces, and manage their calendar events.

  • What is the process for recording a meeting with Otter.ai?

    -Users can record a meeting by either adding Otter.ai to their actual Zoom, Microsoft, or Google meeting or by using the 'Record' feature with a meeting URL for third-party applications.

  • How can action items be created using Otter.ai?

    -During a meeting transcription, users can create action items directly from the transcription by selecting a specific part of the text, tagging it as an action item, and assigning it to a team member.

  • How does Otter.ai improve over time?

    -Otter.ai improves its transcription accuracy over time by learning from user ratings, better recognizing words and pronunciations to provide more accurate interpretations of the user's voice.

  • What additional features does Otter.ai offer for note-taking and organization?

    -Otter.ai offers features like importing previously recorded meetings, creating multiple groups for data management, direct messaging, and folders for organizing meetings, enhancing the note-taking and project management experience.

Outlines

00:00

📝 Introduction to Otter AI for Beginners

This paragraph introduces Otter AI, a platform that facilitates note-taking and transcription during meetings. It emphasizes the benefits of using Otter AI, especially for remote workers who conduct numerous meetings, as it simplifies the process of managing team projects and distributing key insights from meetings. The speaker guides the audience on getting started with Otter AI by visiting the website and signing up using a Google account or email. It also mentions the availability of a free version and a business trial for the premium version, and the integration of Otter AI with Google Calendar for automatic note-sharing.

05:03

📅 Utilizing Otter AI for Meeting Notes and Action Items

In this paragraph, the speaker demonstrates how Otter AI can be used to record meetings and transcribe them, providing a detailed account of the process. It explains how to create action items directly from the transcription, assign tasks to team members, and ensure that everyone has access to the key takeaways from meetings. The paragraph also covers the option to import previously recorded meetings for note-taking and highlights the improvement of Otter AI's transcription accuracy over time through user feedback. Additionally, it mentions the availability of Otter AI apps for Google, Microsoft, and Zoom, and the features of organizing meetings and notes through groups, direct messages, and folders.

Mindmap

Keywords

💡Otter.ai

Otter.ai is an AI-powered platform designed to assist users in taking notes, recording, and transcribing meetings. It simplifies the process of capturing important information by automatically generating written notes from audio inputs. In the context of the video, Otter.ai is presented as an essential tool for remote workers and teams looking to efficiently manage and review their meetings' content. The platform's ease of use and integration with other services like Google Calendar and various meeting tools (Zoom, Google Meet, Microsoft Teams) is highlighted, making it a valuable resource for organizing and delegating tasks post-meeting.

💡Auto AI

Throughout the script, 'Auto AI' seems to be a reference to Otter.ai, possibly a typographical error. As such, it refers to the same platform mentioned above, which is designed to automate the process of note-taking and transcription during meetings. The term is used to emphasize the tool's ability to function autonomously, acting as a participant in meetings to record and share notes, enhancing the workflow and collaboration among team members.

💡Meeting Notes

Meeting notes are the documented records of discussions, decisions, and key points that occur during a meeting. In the video, it is emphasized how important it is to have accurate notes to manage projects and tasks effectively. Otter.ai facilitates this by automatically taking down notes during meetings, which can then be saved, reviewed, and shared with team members. These notes serve as a reference for action items, important decisions, and follow-up tasks, ensuring that team members stay informed and on track with their responsibilities.

💡Transcription

Transcription refers to the process of converting spoken language into written text. In the context of the video, Otter.ai provides an automated transcription service, where it transcribes the entire content of meetings, providing a written record of what was discussed. This feature is particularly useful for those who were unable to attend the meeting or for quick reference to the meeting's content, and it contributes to better organization and understanding of the meetings' outcomes.

💡Calendar Integration

Calendar integration is the process of linking a service or application with a calendar program, allowing for seamless scheduling and organization of events. In the video, it is mentioned that Otter.ai can be connected to Google Calendar, which enables users to have their meeting notes automatically saved and associated with the specific calendar event. This feature streamlines the organization of meetings and the distribution of notes, making it easier for teams to stay updated and collaborate effectively.

💡Action Items

Action items are specific tasks or responsibilities assigned to individuals during a meeting, which are to be completed within a certain timeframe. The video explains how Otter.ai can help users create action items directly from the meeting's transcription, assigning them to the appropriate team members. This feature ensures that all participants are clear about their responsibilities and deadlines, promoting accountability and efficient project management.

💡Workspace

A workspace in the context of Otter.ai refers to a collaborative area where teams can manage their meetings, notes, and action items collectively. The video mentions creating a workspace to enhance team collaboration. This feature allows team members to share notes, assign tasks, and track progress, fostering a more cohesive and organized work environment, especially beneficial for remote teams.

💡Video Conferencing Tools

Video conferencing tools are software applications or services that enable users to conduct virtual meetings through real-time video and audio communication. In the script, it is indicated that Otter.ai can be integrated with popular video conferencing platforms like Google Meet, Zoom, and Microsoft Teams. This integration allows Otter.ai to function as an automated note-taker and transcription service within these platforms, making it convenient for users to record and transcribe their meetings without the need for additional setup or equipment.

💡Meeting URL

A meeting URL is a unique web address provided by video conferencing platforms that allows participants to join a scheduled meeting. In the context of the video, Otter.ai can be linked to a meeting URL to automatically record and transcribe the meeting. By pasting the meeting URL into Otter.ai, users can ensure that their meetings are captured and documented without the need to manually invite the AI into the meeting, streamlining the process and saving time.

💡Rating Transcription

Rating transcription refers to the process of evaluating and providing feedback on the accuracy of a transcribed document. In the video, it is mentioned that Otter.ai allows users to rate the transcriptions of their meetings. By doing so, the AI learns from the feedback and improves its ability to recognize and interpret the user's voice and pronunciation over time. This feature is crucial for enhancing the accuracy and reliability of the transcriptions, ensuring that the notes remain a valuable resource for the team.

💡Import

The term 'import' in the context of the video refers to the ability to upload pre-recorded meeting videos to Otter.ai for transcription and note-taking. This feature enables users to transcribe meetings that were recorded using various applications such as Zoom, Google, or Microsoft. By importing these videos, users can still benefit from Otter.ai's services to extract key points, action items, and summaries, ensuring that no meeting's content is left undocumented or unanalyzed.

Highlights

Otter.ai is a platform that allows users to take notes and transcribe meetings with the help of AI.

It's particularly useful for remote workers who have numerous meetings and need an efficient way to manage and review them.

To get started, users can sign up for free on the Otter.ai website and link it to their Google or Microsoft account.

The Auto Assistant feature enables Otter to participate in Zoom, Google, or Microsoft meetings, taking notes and sharing them with the audience.

Users have the option to disable the auto note-taking feature in their calendar if they don't want Otter to write down notes.

Otter.ai provides a transcribed version of the entire meeting, offering 300 minutes of free transcription.

The platform also displays calendar events, allowing users to manage settings and choose specific meeting tools.

Creating a workspace on Otter.ai can facilitate team collaboration and is available with a subscription to the premium version.

Users can record meetings with Otter.ai without needing to add it to the actual meeting, using any third-party application.

Otter.ai allows users to listen to the meeting recording and make corrections to the transcription if needed.

Action items can be created directly from the transcription, assigning tasks to team members and ensuring everyone is on the same page.

Otter.ai's transcription accuracy improves over time as users rate and provide feedback on the transcriptions.

For Google or Zoom meetings, users can simply paste the meeting URL to have Otter.ai record and transcribe the session.

Otter.ai can also import and transcribe previously recorded meetings, providing key takeaways and summaries.

The platform offers apps that can be linked to Google, Microsoft, or Zoom for convenience.

Users can create groups, send invites, and organize meetings and notes with folders for better data management.

Create Stunning AI Art Instantly

No login. No cost. Just incredible AI images !

Create Stunning AI Art InstantlyGenerate Now