Speaker 1: Hello everyone, in this video I'm going to show you how to use Otter.ai with Zoom. Video conferencing applications like Zoom are incredibly convenient for remote and hybrid teams to host small and large meetings. However, many people struggle with taking notes while simultaneously paying attention to the speaker. Now, here comes Otter.ai, and it is one of the popular voice-to-text meeting transcription apps that lets you record, transcribe, and share notes with team members. With Otter.ai's valuable integrations, you can generate transcripts of Zoom meetings during or after the virtual session. Now, how do we use Otter Live Notes in Zoom meetings? Step 1 is to set up Otter.ai Live Notes for Zoom Administrator. Before you try to connect to Otter.ai with Zoom, you'll need to sign in to the Zoom Marketplace and navigate to the search bar. Search Otter.ai Live Notes in Browser, and click on the arrow next to the Add for Others option. Here. Step 2 is to enable live streaming in the Zoom Web Portal. Once you have added integration, the next step is to sign in to the Zoom Web Portal and navigate to the options. 1 is to go to the Admin. 2 is to bring down the drop-down menu. On Account Manager, then select Account Settings. Then once you're here, go to the tab Meetings. Under the Meeting option, click on the End Meeting Advanced. Here. Then scroll until you find Allows Live Streaming of Meetings. And simply select the toggle to turn it on. Now while you're there, make sure to check the box beside Custom Live Streaming Service. Here. And type Managed by Otter.ai. And click Save. Step 3 is to establish the connection between Otter.ai and Zoom. Now navigate to Apps in the left navigation panel and find the Otter Live Notes in Browser. Select the Add option to establish the connection. Here. Go to Apps. And Otter Live Notes in Browser. Add. Once done, click the Allow button to let Otter.ai Live Notes to access your Zoom account. If you want to use Otter.ai Assistant in Zoom meetings, which will automatically record, transcribe, and share meeting notes with the team members when you join a Zoom meeting. Now there is a prerequisite. Otter Assistant is available on all the free and paid plans, so you don't have to worry about paying anything. Now how do we use it? Method 1 here is to schedule Otter Assistant for upcoming meetings. If you haven't yet, you'll need to connect your calendar to Otter.ai. Then you can click the toggle next to each scheduled Zoom meetings so the Otter Assistant can automatically join, record, transcribe, and share meeting notes for later reference. Method 2 is to add AI Bot to Live Meeting. On Otter.ai's home feed, click the Paste Meeting URL to record. Here. And Otter Pilot will automatically enter the Zoom session as a participant to generate real-time transcripts of the conversation. You can also use Otter.ai File Import after Zoom meetings. It is a handy feature that makes it easy to share meetings with other people who may have missed them or to review what was said. When recording calls or meetings, you must choose whether to save it locally or on the cloud, which can then be transcribed using Otter.ai. The prerequisites are you will have to upgrade your free Otter.ai plan to a business plan to use the Sync Cloud Recordings add-on and transcribe cloud-stored meetings. You will also need to be a Zoom Pro or higher-level account user with an enabled cloud recording feature to sync cloud recording. Now how do we transcribe Zoom recordings in Otter.ai? You'll find the Import Audio and Video option in the top-right corner of the home page. Here. Here you can drag and drop audio or video files to generate transcripts in one click. Or select Browse Files and then navigate to the Downloads folder to review the local recordings. Method 2 is to transcribe cloud Zoom recordings. For this, you will need a Sync Cloud Recordings add-on and log into your Otter.ai account and select Apps in the navigation panel. Locate Sync Cloud Recordings and click on the blue toggle button. Otter can now sync and transcribe all your new Zoom cloud recordings. Alright. Now how do we set up live transcription in Zoom? Setting this up is a great way to automatically record calls and automatically transcribe them. First thing you need to do is to log into the Zoom web portal and select your profile picture located at the top-right corner. Select Meeting Advanced and then enable the toggle next to Automated Captions, Full Transcript and Save Caption. Tick on Automated Caption, Full Transcript and Save Captions. Now you can click Show Captions or CC in the below toolbar to quickly convert spoken words into text so everyone can follow along. At the end of the Zoom session, the transcript will be automatically saved on the Otter.ai dashboard. And that is it. I hope this video helps. Please don't forget to share this video to your friends. If you find this video helpful, please leave a like and subscribe. Thank you for watching. Goodbye.