If you're constantly juggling meetings and calls, you know how important it is to capture key details quickly without losing track of important follow-up tasks.
Whether those meetings involve talking to leads or turning customer interviews into actionable insights, having a system in place to automatically capture and organize your recordings and transcripts is crucial. That's exactly where Otter.ai, an AI-powered transcription tool, comes in. With it, you can easily generate transcripts, automated summaries, and action items from your recordings.
And when you pair Otter.ai with Zapier, you can go one step further by making sure your meeting information is available when and where you need it. With just a few Zaps—our word for automated workflows—you can automatically generate transcripts from video recordings, share updates with your team, and more. Take a look.
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Table of contents
Create transcriptions from recordings
Is your schedule constantly jam-packed? If you're in back-to-back calls all day, you probably don't have time to manually upload the recordings into Otter.ai to create the necessary transcripts after meetings wrap up.
But if it's a sales call or customer interview, you'll want to quickly capture key details so your team can take next steps as fast as possible. With these Zaps, you can automatically upload recordings from apps like Zoom or JustCall the moment a call ends. That way, you're free to focus on more important tasks.
Import new recordings in Twilio as recordings in Otter
Twilio + Otter.ai
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Do you find manually uploading past recordings to Otter inconvenient? This Zap automatically creates Otter recordings when new recordings show up in Twilio. Effortlessly import to Otter with no added clicks or keystrokes.
Import newly-ended calls in Dialpad as recordings in Otter
Dialpad + Formatter by Zapier + Otter.ai
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Do you find manually uploading past recordings to Otter inconvenient? This integration automatically creates Otter recordings when new calls end in Dialpad. Effortlessly import to Otter with no added effort.
Create Otter.ai transcripts from Zoom recordings
Zoom + Otter.ai
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If you’re using Zoom for meetings, you know that manually importing recordings into Otter.ai for transcription can be time-consuming. With this Zap, every time a new Zoom recording is saved to the cloud, it will automatically be imported into Otter.ai for transcription. This streamlines your workflow, saving you the hassle of manual uploads and ensuring your recordings are transcribed and ready for review as soon as the meeting ends.
Import newly-ended calls in JustCall as recordings in Otter
JustCall + Otter.ai
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Do you find manually uploading past recordings to Otter inconvenient? This Zap automatically creates Otter recordings when new calls end in JustCall. Effortlessly import to Otter with no added clicks or keystrokes.
Get notifications for new recordings
Once you end certain meetings (like sales calls or interviews), you might need to send updates to your other team members. That way, if any follow-up tasks need to be done—like creating summaries or messaging new leads—they can be handled promptly by the right team member.
Of course, firing off quick Slack notifications or emails can help keep everybody in the loop. But manually drafting those messages can easily fall by the wayside if you're busy with other tasks. Automation can help fill those gaps.
With these Zaps, you can automatically send messages whenever Otter.ai generates a new transcription from recordings.
Send Slack messages for new Otter.ai recordings
Otter.ai + Slack
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Stay on top of new Otter.ai recordings without manually checking for updates. With this Zap, every time a new recording is created in Otter.ai, a message is automatically sent to your chosen Slack channel. This ensures that your team is immediately notified of new transcriptions, allowing for quicker follow-up and streamlined collaboration. By automating notifications, you save time and ensure everyone is aligned without extra effort.
Send emails for new Otter.ai recordings
Otter.ai + Gmail
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Never miss an important update with this Zap. Whenever a new recording is created in Otter.ai, this Zap automatically sends an email via Gmail to notify you or your team. Whether it’s to prompt follow-up tasks or keep everyone informed, this automation ensures that your team stays in the loop without you needing to send emails manually. Save time and improve communication by automating the email notifications for your Otter.ai recordings.
Send Teams messages for new Otter.ai recordings
Otter.ai + Microsoft Teams
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Stay updated on your Otter.ai recordings by automatically sending Microsoft Teams messages whenever a new recording is available. This Zap ensures that your team is immediately notified, so they can quickly take action on follow-ups or share insights. By automating notifications, you streamline communication and eliminate the need for manual updates, saving time and improving team collaboration.
Send email updates for new Otter.ai recordings
Otter.ai + Email by Zapier
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Keep stakeholders in the loop with automatic email updates whenever a new recording is created in Otter.ai. This Zap sends an outbound email, ensuring that the relevant parties are notified immediately without needing to draft and send messages manually. By automating email notifications, you save time and ensure prompt follow-up, allowing your team to stay aligned and act quickly on important recordings.
Save recordings as files
Need a better way to store your transcripts once they're finished? Whether you want to share them with the rest of your team or refer back to them later, you'll have to organize them in an accessible storage system.
But manually downloading those files from Otter.ai and adding them to tools like Google Drive or Dropbox can get tedious fast—especially if you're managing multiple recordings at once.
Instead, you can use one of these Zaps to automatically turn Otter.ai recordings into files in Google Drive, Dropbox, or Notion. That way, everybody can access what they need when they need it—without having to log into Otter.ai.
Create Google Docs with summaries and transcripts for new Otter calls
Otter.ai + Google Docs
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Are you tired of copy-pasting meeting summaries and transcripts out of Otter to Google Docs? Try this Zapier automation to help you create summary and transcript documents whenever a new recording is available in your Otter account.
Create Google Drive files with Google Drive recordings
Otter.ai + Google Drive
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Tired of manually uploading Otter.ai recordings to Google Drive? With this Zap, every new recording in Otter.ai is automatically uploaded to Google Drive as a file. Streamline your content management by ensuring all your recordings are saved and organized in one place without any extra effort. This automation saves you time and ensures that your recordings are always backed up and accessible.
Upload Otter.ai transcripts to Dropbox
Otter.ai + Dropbox
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Simplify the process of saving your Otter.ai transcripts by automatically uploading them to Dropbox. This Zap triggers whenever a new recording is created in Otter.ai, ensuring your transcripts are instantly backed up in Dropbox for easy access and sharing. By automating this task, you save time and keep your recordings organized in a secure, centralized location, ready for quick reference whenever you need them.
Create Notion pages for Otter.ai recordings
Otter.ai + Notion
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Automatically create a new page in Notion whenever a new recording is made in Otter.ai. This Zap helps you organize your transcriptions by turning them into well-structured pages in Notion, making it easier to store, reference, and collaborate on your recordings. With this automation, your transcripts are seamlessly integrated into your project management and knowledge base, saving you time and improving your workflow.
Enrich your CRM data with recordings
Do you take a lot of sales calls or regularly collect feedback from your customers? Any information you collect—like whether or not customers require a follow up call—should be recorded and shared in your sales team's source of truth: your CRM.
With Zapier, you can automatically add any call transcripts directly to your CRM so whenever someone is looking up a customer, they'll have access to the most up-to-date insights from your conversations. When your sales team has all the relevant details at their fingertips, follow-ups are faster, progress is easier to track, and keep the sales process moves more smoothly.
Add Otter.ai transcriptions to Salesforce
Otter.ai + Salesforce
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Automatically add Otter.ai transcriptions to Salesforce by creating a new note every time a recording is made in Otter.ai. This Zap ensures that key details from your meetings, calls, and interviews are directly recorded in Salesforce, making it easier for your team to track follow-ups and maintain up-to-date customer records. By automating this process, you eliminate manual data entry, ensuring more accurate and timely information in your CRM.
Create Pipedrive notes for Otter.ai transcriptions
Otter.ai + Pipedrive
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Automatically create a note in Pipedrive whenever a new recording is made in Otter.ai. This Zap ensures that valuable information from your sales calls, interviews, or meetings is captured directly in your CRM. By streamlining the process, you eliminate the need for manual data entry, keeping your sales team informed with up-to-date insights and improving follow-up actions. This automation saves time and helps ensure all important details are easily accessible for effective customer management.
Create Keap notes from Otter.ai transcriptions
Otter.ai + Keap
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Automatically create a note in Keap whenever a new recording is made in Otter.ai. This Zap ensures that important insights from meetings, sales calls, or customer interviews are directly logged in your CRM. By automating this process, you save time on manual data entry, keeping your customer records up-to-date and enhancing your follow-up efficiency. With all the relevant details in one place, your team can focus on driving conversions and building stronger relationships with customers.
Transform meetings with Otter.ai and Zapier
By integrating Otter.ai with Zapier, you can transform how your team manages and acts on your meetings. Whether you're uploading recordings to storage apps, notifying your team, or enriching your CRM with extra information, these automated workflows will help streamline your process and ensure no valuable information is lost in the shuffle.
And this is just the start of what you can do with Otter.ai and Zapier. What will you automate first?
