JobTread + Otter.ai

JobTread + Otter.ai integrations

Manage new Otter.ai recordings by triggering code action in JobTread

Enhance your productivity with this workflow that links Otter.ai and JobTread. When any new audio notes are recorded in Otter.ai, it immediately initiates a corresponding entry in JobTread. This streamlined process effectively reduces the need for manual data entry and allows for easy tracking of crucial meeting notes. So, you can effortlessly transition from summarizing your meetings to logging essential tasks in JobTread.

When this happens...
New RecordingTriggers when a new recording is available in Otter
TriggerInstant
automatically do this!
CodeAdvanced users only. Run JobTread queries with custom JavaScript. Can handle multiple async calls. Return desired output as an object.
ActionWrite

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More things you can do with Otter.ai and JobTread

Discover other triggers and actions you can use with Otter.ai and JobTread

New Recording
Triggers when a new recording is available in Otter
Trigger
Instant
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- Organization
  Required
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- Organization
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- Organization
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- Organization
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- Organization
  Required
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- Organization
  Required
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- Organization
  Required
- Limit files uploaded to this type (optional)
Trigger
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- Organization
  Required
Trigger
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- Organization
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- Organization
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- Organization
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- Assignee
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- Target Type
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- Target Id
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- Notify
Action
Write
- Organization
  Required
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- Organization
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- Job ID
  Required
- Date
  Required
- Notes
- Notify assignees
- Assignees
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- Organization
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- Account ID
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- Location Name
  Required
- Location Address
Action
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- Organization
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- Add Vendor Contact
Action
Write
- Organization
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- Target Type
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- Target Id
  Required
- Task Template Name
  Required
- Start Date and Time
- Notify
Action
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- Organization
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- Customer Id
- Customer Name
- This customer is taxable
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- Organization
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- Location Id
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- Address
- Name
Action
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- Organization
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- Account Id
- Vendor name
Action
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- Organization
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- Customer Name
Action
Search
- Organization
  Required
- Location Name
Action
Search
- Organization
  Required
- Vendor Name
Action
Search

- File
  Required
- Name
  Required
Action
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- Organization
  Required
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Instant
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- Organization
  Required
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- Organization
  Required
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- Organization
  Required
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- Organization
  Required
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- Organization
  Required
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- Organization
  Required
- Limit files updated to this type (optional)
Trigger
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
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Instant
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- Organization
  Required
Trigger
Instant
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- JavaScript Code
  Required
Action
Write
- Organization
  Required
- Comment Message
  Required
- Target Type
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- Target Id
  Required
- Assignee Emails
Action
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- Organization
  Required
- Customer ID
  Required
- Name
  Required
- Title
Action
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- Organization
  Required
- Location ID
  Required
- Description
- Name
- Account ID
Action
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- Organization
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- Name
  Required
- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Assigned Emails
- Task Type Name
Action
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- Organization
  Required
- Vendor ID
  Required
- Name
  Required
- Title
Action
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- Query (JSON)
  Required
Action
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- Organization
  Required
- Job Id
  Required
- Description
- Name
- Closed On
Action
Write
- Organization
  Required
- Task Id
  Required
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- Organization
  Required
- File URLs
  Required
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- Organization
  Required
- Job Number
- Job Name
Action
Search
- Organization
  Required
- User Email
- User Name
Action
Search

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

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Related categories

Project Management

About Otter.ai

Otter.ai is an AI-powered transcription service that converts speech to text in real-time, facilitating accurate and efficient note-taking.

Learn moreLearn moreHelpHelp

Related categories

AI Meeting Assistants

Related Zap Templates

Create daily logs in JobTread from new recordings in Otter.ai

Related Zap Templates

Create daily logs in JobTread from new recordings in Otter.ai