FAQ on Using Otter AI Transcription and OtterPilot
- John DaSilva
- Jan 4, 2024
- 1 min read
Updated: Feb 8, 2024

Image Credit - John DaSilva @ Action Items Lab
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FAQ's on Otter AI Transcription Software
See below for frequently asked questions on using Otter AI Transcription software and Otter Copilot. For more information on OtterAI its features and why we like it, check out our Full OtterAI Review.
How Do I Set Up Otter AI Transcription with Google Meet And Google Calendar on My PC?
First, add the Otter Chrome extension from the Google Chrome store. Second, ensure Google Calendar is integrated. Finally, enter Otter's settings to enable auto-join for meetings.

How Can I Customize OtterAI Notifications (how do I get fewer OtterAI messages)?
Open OtterAI settings. You can set your preferences here to reduce or eliminate email alerts. We recommend keeping notifications active for essential updates. See our recommended settings for Otter AI.

How Do I Manually Add OtterAI to Meetings (what do I do if Otter AI doesn't show up in a meeting)?
If OtterAI is not showing up in your meeting (or you denied it entry at meeting start), simply copy your Google Meet URL, then paste it into OtterAI's ‘Paste meeting URL to record’ field in the Otter app or website. You can get the Google meet URL from the bowser address bar or the Google calendar meeting invitation.

How Do I Assign Speaker Names or Tag Speakers in OtterAI After the Meeting?
Once your meeting’s done, open the transcription in OtterAI. Click on the 'Unknown Speaker' parts and add names. This part is a bit tricky; you want to left click on the icon image or word speaker and then add the name from the list or type it in manually – repeat this for every speaker or select it to assign to all speakers.
Remember, you can listen to the recording to identify the voice if the meeting has lots of people. It’s like tagging friends in photos but for your meeting notes.

How Do I Export Meeting Notes from OtterAI?
In OtterAI, find the meeting note you want to export and select it, select the three dots (vertical ellipsis) at the top right, and then hit the 'Export' button, and choose your format. Whether it's a PDF or a text file. You can all copy and past the conversation manually using standard copy and paste functions with your mouse or keyboard.

How Do I Fix a 'CSRF missing token' Error Message When Using Otter?
The first thing to try is refreshing your page, but note, refreshing will pop you out of your meeting, so you'll need to jump back in. Depending on meeting settings, this may end the meeting or kick out everyone else as well. If it's still being stubborn, check your browser’s security settings is a good next step.
Make sure OtterAI is trusted there. If all else fails, start a new completely new meeting.
What Are Some Tips for Effective Meeting Transcriptions with OtterAI?
Make sure your mic is clear and the room is quiet. If you’re hosting, remind others to speak one at a time. This helps OtterAI catch every word accurately. Clear audio is critical for good transcription.