How to Integrate Otter.ai with Microsoft Calendar and  Teams

โœ… What You Need:

  • Microsoft Teams account
  • An Otter.ai account (Free or Business)
  • Permission to add apps/bots (check with IT if needed)

๏ปฟ

๐Ÿชœ Step-by-Step Instructions:

  1. ๐Ÿ” Sign in to Otter.ai
    Go to 
    https://otter.ai and log in or sign up.
  2. โš™๏ธ Connect Otter to Your Calendar
  • In Otter, go to Account Settings > Apps.
  • Click Connect Calendar and choose your Microsoft Outlook/Office 365 account.
  • Grant Otter permission to access your calendar and meetings.
  1. ๐Ÿ—“๏ธ Let Otter Join Teams Meetings Automatically
  • Once your calendar is connected, Otter can auto-detect Teams meetings.
  • In Settings > Meetings, toggle Auto-join meetings to ON.
  1. ๐Ÿค– Otter Assistant Joins the Meeting
  • When your Teams meeting starts, the Otter Assistant joins as a participant.
  • It will transcribe everything in real-time.
  1. ๐Ÿ“ Get Real-Time Notes & Transcription
  • You can view live transcription in your Otter account.
  • It also tags speakers (if known), marks highlights, and captures key phrases.
  1. ๐Ÿ“ง Receive Meeting Summary
  • After the meeting, Otter emails you a summary and full transcript.
  • Access it anytime from the “My Conversations” section in your Otter dashboard.


๐Ÿง  Pro Tips:

  • ๐Ÿงพ Notify participants: It’s good etiquette (and often a legal requirement) to inform everyone the meeting is being recorded or transcribed.
  • ๐Ÿ” Privacy Controls: You can limit access or delete transcriptions anytime from Otter.ai.
  • ๐Ÿ’ผ Upgrade if needed: Business plans allow for team-wide usage, admin controls, and more integrations.