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
To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
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
Import newly-ended calls in Dialpad as recordings in Otter
Import newly-ended calls in JustCall as recordings in Otter
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.
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
Create Google Drive files with Google Drive recordings
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.
Create Pipedrive notes for Otter.ai transcriptions
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?
