Live transcribe Zoom meetings with Otter.ai

. 7 min read

Work from home productively

At a time when most meetings, events, and classes have gone virtual, remote workers and students struggle to listen and pay attention while taking notes. Businesses and schools need help capturing information accurately and making accessible instantly.

Otter Live Notes is an add-on for Zoom meeting hosts to enable live transcription for all participants and live note-taking for collaborators. It opens as a web page you can put next to Zoom or send the link to open on other devices.

Demo of Otter Live Notes for Zoom

Otter Live Notes is a paid feature included in the Otter for Teams plan. There are no additional per-minute fees!

Requirements:
• Meeting hosts need Otter for Teams and Zoom Pro or higher
• Participants can access live transcription for free
• Participants can highlight/comment with Otter Basic or higher
• Webinars are now supported! Click here to learn more
• Breakout Rooms and Zoom Rooms are not supported

Other options for Otter Basic and Premium users
Zoom Sync cloud recordings post-meeting (Zoom Pro or higher)
Record with Otter and transcribe live side-by-side

How to set up Otter Live Notes for Zoom

The setup is easy and one-time only.

WHO SETUP TASKS
Zoom administrator Step 1. Pre-approve Otter in Zoom Marketplace
Step 2. Allow live streaming in Zoom
Zoom meeting hosts Step 3. Allow live streaming in Zoom
Step 4. Connect Otter to Zoom

Note:
• Your Zoom administrator needs to perform Steps 1 and 2 only once for the entire organization.
• Every meeting host needs to perform Steps 3 and 4 only once.

Step 1: Pre-approve Otter in the Zoom Marketplace

1. Sign in to Zoom Marketplace as the administrator.
2. Go to Otter.ai Live Notes for Zoom.
3. Change Pre-approve to Enabled.
4. In Who Can Install tab, make sure that Allow all users on the account with the required permissions to install this app is Enabled

Step 2: Allow live streaming in Zoom (admin)

1. Sign in to Zoom as an administrator.
2. Under Admin, click Account Management, and then click Account Settings.
3. In the Meeting tab, configure the following settings:
   •  Allow live streaming meetings: Enabled
   •  Custom Live Streaming Service: Enabled
   •  (Optional) Enter "Managed by Otter.ai" in the text box

4. Under Personal, click Settings.
5. In the Meeting tab, configure the following settings:
   •  Allow live streaming meetings: Enabled
   •  Custom Live Streaming Service: Enabled
   •  (Optional) Enter "Managed by Otter.ai" in the text box

Step 3: Allow live streaming in Zoom (meeting host)

1. Sign in to Zoom as a meeting host.
2. Click Settings.
3. In the Meeting tab, configure the following settings:
   •  Allow live streaming meetings: Enabled
   •  Custom Live Streaming Service: Enabled
   •  (Optional) Enter "Managed by Otter.ai" in the text box

Step 4: Connect Otter to Zoom

1. Log in to Otter.ai, then click Apps in the left panel.
2. Look for Otter Live Notes and click Add.

Note for existing users:
If you had set up Otter to sync Zoom cloud recordings, you will need to Disconnect and Connect again to activate Otter Live Notes.

3. If you are not already signed into Zoom, you would be prompted to sign in.
4. Click Authorize to connect Otter to Zoom.

5. Click Configuration Guide to open this article. Complete all configuration steps above if you haven't already.

6. Click Test Configuration to verify that all required Zoom settings are set.


How to use Otter Live Notes for Zoom

WHO CAPABILITY
Meeting host Start live transcription automatically
Participants Access the live transcript
Collaborators Take notes collaboratively
Extended demo of Otter Live Notes for Zoom

Start live transcription automatically

1. Start a meeting with the Zoom account that is connected to Otter for Teams.
2. A red LIVE indicator will appear at the top left of the Zoom window, indicating that Otter has started live transcribing the meeting automatically.

So there are no extra steps for the host to copy an API token manually every time!

Access the live transcript

Meeting participants can open a live interactive transcript directly from Zoom to follow along and scroll back to read at their own pace.

1. Join a Zoom meeting.
2. Click the red LIVE indicator and click View Stream on Otter.ai Live Transcript in the dropdown.

3. The live transcript will open in a browser window.

4. Follow along and scroll back to read at your own pace.

Take notes collaboratively

Collaborators (e.g. teacher's assistants, meeting scribes) who are logged into Otter can even highlight, comment, and add photos collaboratively to create meeting notes that everyone can review and share.

1. On the live transcript page, click Log in or Sign up for an Otter account.
2. Highlight, comment, and add photos collaboratively to create meeting notes that everyone can review and share.

Stop live transcription manually

To switch off transcribing for certain meetings, you can click the red LIVE indicator and click Stop Live Stream in the dropdown.

Restart live transcription manually

To restart the live transcription, click More and then click Live on Custom Live Streaming Service.

Known Limitations

1. For participants using Zoom on Chromebook, there is no red LIVE icon.
Workaround:
The host can click LIVE on Custom Live Streaming Service > Copy Streaming Link to copy the link to Otter Live Notes, then paste it into Zoom's chat window, so all participants can access it there.

2. For participants using Zoom on mobile devices, there is no View Stream on Custom Live Streaming Service in the LIVE pull-down menu.
Workaround:
The participant can click LIVE on Custom Live Streaming Service > Copy Streaming Link to copy the link to Otter Live Notes, then paste it into a web browser to see the live transcription.

3. Otter Live Notes does not work in breakout rooms
Workaround:
One person in each breakout room can do a side-by-side recording and share the Otter link in the Zoom chat window.


Related Topics

•  Live transcribe Zoom webinars with Otter.ai
•  Transcribe Zoom recordings with Otter.ai
•  How to transcribe Cisco Webex meetings with Otter.ai
•  How to transcribe any video meetings with Otter.ai
•  How to transcribe a video on a Mac with Otter.ai
•  How to transcribe a video on a PC with Otter.ai


Hold smart meetings with Otter.ai and never miss a thing

Get the Otter Voice Meeting Notes app for iOS and Android, or sign up online at otter.ai.

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