How to Get a Zoom Transcription Using Otter.ai

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Keeping track of meeting minutes can be hard, especially with so many different voices potentially speaking at once. With the rise of Zoom and remote meetings, this hasn't gotten any easier. That's where Otter.ai comes in. With Otter, your Zoom meetings are automatically transcribed so that you don't have to take down minutes manually.

There are two ways to connect Zoom to Otter.ai. The first method allows you to transcribe a meeting as it happens, letting you follow along to the conversation as it develops. The second method uses an existing Zoom recording (i.e. a meeting that has ended) and creates a transcript from it. Here's our guide on how to do both.

To connect Zoom to Otter.ai, both the Zoom administrator and the Zoom meeting host need to undertake several steps. (The administrator and meeting host may be the same person in some circumstances.) The first of these steps involves activating Otter Live Notes for Zoom and adjusting its settings.

The Zoom administrator will need both Otter Business and Zoom Pro (or a higher Zoom subscription tier) before beginning these steps.

1. After logging in to Zoom as an administrator, go to marketplace.zoom.us.

4. Go to zoom.us and log in if prompted to do so.

Now that the administrator has set up Otter Live Notes, the meeting host will need to perform some setup tasks as well.

1. Go to zoom.us and log in as a meeting host. In the left-side column, locate the "Personal" heading and click on "Settings." Then, under the "Meeting" tab, click "In Meeting (Advanced)."

2. Click on the slider next to "Allow livestreaming of meetings." A menu will appear on the page; click on the box next to "Custom Live Streaming Service" so that it appears checked. Lastly, click in the box below "Provide specific instructions[…]" and type "Otter.ai" without quotation marks. Once you're finished, click "Save."

If you want to get a transcript of a Zoom meeting, but the meeting has already ended, don't worry — Otter.ai can do that for you, too, through a feature called Zoom Sync. With Zoom Sync, any Zoom meeting that has been recorded in the cloud can be transcribed by Otter. Conveniently, the group's Zoom administrator and meeting hosts only need to enable Zoom Sync once (per person) in order for it to work.

The Zoom administrator will need Zoom Pro (or a higher Zoom subscription tier) before beginning these steps. It is compatible with Otter Basic and Otter Pro.

The Zoom administrator needs to complete a few steps to enable Zoom Sync for the organization.

2. Return to zoom.us. In the left-side column, underneath the "Admin" heading, click "Account Management," then click "Account Settings."

That's all the Zoom administrator needs to do.

For the next steps, each Zoom meeting host will need to perform these tasks once before they can use Zoom Sync.

1. Go to zoom.us and log in as a meeting host. In the left-side column, click on "Settings," then click on the "Recording" tab.

4. If you're prompted to do so, log in to Zoom and click the "Authorize" button.

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