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

Tutorials by Manizha & Ryan
5 May 202308:42

TLDROtter.ai is an AI-powered tool designed to simplify note-taking and meeting transcriptions, particularly useful for remote workers. The platform can be linked to Google, Microsoft, or used independently for recording and transcribing meetings. Users can access a dashboard to manage their meetings, create action items, and assign tasks directly from the transcription. The free version offers 300 minutes of transcription per month. By using the tool, it learns to better recognize user's speech for improved accuracy. Otter.ai also has an app for easy access and organization of meeting notes and transcriptions.

Takeaways

  • πŸ˜€ Otter.ai is a platform that helps with note-taking and transcription during meetings.
  • πŸ‘ It's particularly useful for remote workers who participate in numerous online meetings.
  • πŸ“ To get started, sign up on otter.ai and begin with the free version or a business trial for the premium service.
  • πŸ”— Link your Microsoft, Google account, or sign up with your email to use Otter.ai.
  • πŸ€– Enabling the Auto Assistant allows it to participate in Zoom, Google, or Microsoft meetings and share notes automatically.
  • πŸ“… You can integrate Otter.ai with your Google Calendar to have it take notes for specific meetings.
  • πŸ’¬ The free version offers 300 minutes of meeting transcription.
  • πŸ‘₯ Create a workspace on Otter.ai for team collaboration and to manage notes and recordings.
  • πŸŽ™οΈ Use the Pace meeting URL feature to record and transcribe meetings without adding Otter.ai to the meeting itself.
  • πŸ“ Easily create action items from the transcription and assign them to specific team members.
  • πŸ“ˆ Otter.ai's transcription accuracy improves over time as it learns to recognize your voice and pronunciations.

Q & A

  • What is Otter.ai and how can it be beneficial for remote workers?

    -Otter.ai is a platform that uses AI to take notes, save, and transcribe meetings easily. It's beneficial for remote workers as it helps manage teams and projects by providing a record of discussions and important points from meetings, which can be difficult to keep track of in a virtual setting.

  • How can I get started with Otter.ai?

    -To get started with Otter.ai, visit otter.ai and click on 'start for free'. You can sign up for the basic version, which is available for free, or try the business trial for their premium version.

  • Can I link Otter.ai to my existing accounts like Google or Microsoft?

    -Yes, you can link Otter.ai to your Microsoft, Google, or even your email account to streamline the process of taking and managing notes from your meetings.

  • How does Otter.ai participate in Zoom, Google, or Microsoft meetings?

    -Otter.ai acts as a participant in your Zoom, Google, or Microsoft meetings. It automatically takes and shares notes with your specific audience, which can be managed through your calendar.

  • Is there a limit to the number of meetings I can transcribe with Otter.ai's free version?

    -Yes, with Otter.ai's free version, you have 300 minutes of meetings that you can transcribe.

  • What additional features does Otter.ai offer for team collaboration?

    -Otter.ai offers the creation of a workspace to help teams collaborate more effectively. It allows you to organize notes and recordings, and even create action items directly from the transcription.

  • How can I use Otter.ai to record or transcribe meetings without adding it to my actual Zoom or Microsoft meeting?

    -You can use the 'Pace meeting URL' or 'record' option on the Otter.ai dashboard. This allows Otter.ai to record or transcribe the meetings for you without needing to add it as a participant in the meeting.

  • What is an action item in Otter.ai and how can I create one?

    -An action item in Otter.ai is a task that needs to be completed, often discussed during a meeting. You can create an action item directly from the transcription by selecting the specific item and clicking on 'action item', then assigning it to a person responsible for completing the task.

  • How can I rate the transcriptions in Otter.ai and why is it beneficial?

    -You can rate the transcriptions in Otter.ai to provide feedback on their accuracy. The more you rate, the better the AI understands your voice and pronunciations, leading to improved transcription quality over time.

  • Can I use Otter.ai to take notes from previously recorded meetings?

    -Yes, you can use the 'import' feature in Otter.ai to upload and take notes from previously recorded meetings, allowing you to extract key takeaways and action items from past discussions.

  • What are the different ways I can organize my meetings and notes with Otter.ai?

    -Otter.ai allows you to organize your meetings and notes through features like groups, direct messages, and folders. This helps manage the data for specific groups and keep your notes and recordings well-organized.

Outlines

00:00

πŸ˜€ Getting Started with Otter.ai for Beginners

This paragraph introduces the video's focus on how beginners can use Otter.ai, a platform for note-taking and transcription during meetings. It highlights the benefits of using Otter.ai for remote workers who conduct numerous meetings from home, emphasizing the ease of managing teams and projects with accessible meeting notes. The speaker guides viewers on how to sign up for a free account on otter.ai and explains the process of linking it with Google or Microsoft accounts. It also covers enabling the 'Auto Assistant' feature to participate in Zoom, Google, or Microsoft meetings for automated note-taking and sharing with the team. Additionally, viewers are shown how to set up Otter.ai to write notes directly into Google Calendar and how to choose the video conferencing tool they use.

05:03

πŸ“ Advanced Features of Otter.ai for Meeting Management

The second paragraph delves into the advanced features of Otter.ai, such as the ability to transcribe meetings and create action items directly from the transcription. It explains how users can assign tasks to individuals during meetings, ensuring clear delegation and accountability. The paragraph also discusses the improvement in transcription accuracy over time as Otter.ai learns to recognize the user's voice and pronunciation. The process of recording meetings using Google meetings and importing previously recorded meetings for note-taking is also covered. Furthermore, the paragraph mentions the Otter.ai apps for integration with Google, Microsoft, or Zoom, as well as the organizational features such as groups, direct messages, and folders to manage meetings effectively. The speaker concludes by encouraging viewers to like and subscribe for more helpful content.

Mindmap

Keywords

πŸ’‘Otter.ai

Otter.ai is a platform that uses artificial intelligence to transcribe and take notes during meetings. It is designed to make the process of recording and recalling information from meetings more efficient. In the video, it is presented as a tool that can be particularly useful for remote workers who are taking part in numerous meetings from home, as it helps in managing teams and projects by providing notes and transcriptions of discussions.

πŸ’‘Transcribe

Transcribe refers to the process of converting spoken language into written form. In the context of the video, Otter.ai's ability to transcribe meetings is highlighted as a key feature. It allows users to have a written record of what was said during a meeting, which can be beneficial for reviewing and referencing later on.

πŸ’‘AI tool

An AI tool, in this case, refers to software that utilizes artificial intelligence to perform tasks. Otter.ai is described as an 'AI tool' because it uses AI to automate the note-taking and transcription process during meetings. This makes it easier for users to capture and organize information without having to manually write down every detail.

πŸ’‘Microsoft account

A Microsoft account is a login that provides access to Microsoft's services and products. In the video, it is mentioned as one of the options for users to link their Otter.ai account, allowing for seamless integration with Microsoft's suite of applications and services.

πŸ’‘Google account

Similar to a Microsoft account, a Google account serves as a login for Google's ecosystem of services. The script explains that users can sign up for Otter.ai using their Google account, which facilitates the process of connecting Otter.ai with Google Calendar and other Google services.

πŸ’‘Auto assistant

The auto assistant in Otter.ai is a feature that acts as a participant in video conferencing meetings, automatically taking and sharing notes. The script describes how the auto assistant can be enabled to participate in Zoom, Google, or Microsoft meetings, capturing the essence of discussions without manual input.

πŸ’‘Workspace

A workspace in Otter.ai is a collaborative environment where teams can work together more effectively. The video mentions creating a workspace to help with team collaboration, especially when dealing with recorded meetings and the distribution of notes.

πŸ’‘Action item

An action item is a task or assignment that arises from a meeting and requires follow-up. The script explains how Otter.ai allows users to create action items directly from the transcription of a meeting, assigning tasks to specific individuals and ensuring that everyone is aware of their responsibilities.

πŸ’‘Calendar integration

Calendar integration refers to the linking of Otter.ai with a user's calendar, such as Google Calendar. This allows Otter.ai to automatically take notes during scheduled meetings and can also enable the planning of future meetings with the AI's assistance.

πŸ’‘Meeting URL

A meeting URL is a web address used to join online meetings on platforms like Google Meet or Zoom. The video demonstrates how to use the meeting URL with Otter.ai to record and transcribe meetings, even if Otter.ai is not added directly to the meeting.

πŸ’‘Import

Importing in the context of Otter.ai means uploading a previously recorded meeting so that it can be transcribed and notes can be taken. The script shows how users can import video files to extract key information and make past meetings more actionable.

Highlights

Otter.ai is a platform for note-taking and transcribing meetings.

It's beneficial for remote workers managing multiple meetings.

Otter.ai is easy to use and can be started for free.

Linking Otter.ai to a Microsoft, Google, or email account is straightforward.

Auto assistant can participate in Zoom, Google, or Microsoft meetings.

Notes can be shared with specific audiences or calendar invites.

Users can enable or disable note-taking for Google Calendar events.

Otter.ai dashboard provides meeting transcriptions and tools.

Free version offers 300 minutes of meeting transcription.

Users can manage settings and choose meeting tools from the dashboard.

Creating a workspace on Otter.ai aids team collaboration.

Otter.ai can record or transcribe meetings without joining them.

Errors in transcription can be corrected by listening to the recording.

Action items can be created directly from the meeting transcription.

Task delegation is simplified with action items and assignees.

Transcriptions improve over time with user feedback.

Otter.ai can be used with Google meetings by pasting the meeting URL.

Importing previous recordings allows for note-taking from past meetings.

Otter.ai offers apps for integration with Google, Microsoft, or Zoom.

Groups, direct messages, and folders help organize meeting data.

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