Otter Meeting Types: Get Smarter, Tailored Summaries for Every Meeting

Whether you’re leading a team meeting, closing a deal or running a 1:1, Meeting Types helps you stay focused by tailoring Otter.ai’s summaries to match the purpose of your meeting.

What’s new

Pre-Built and Custom Templates: Use ready-made templates for common meeting types like Team Meetings, Sales Calls, or 1:1s, or create your own to match your workflow.
Automatic Template Matching: Set simple rules using calendar event titles, participants, or keywords. Otter will apply the right template before the meeting even starts.
Smarter, More Focused Summaries: Your template guides Otter to extract what matters most, like client objections, next steps, or answers to predefined questions.

Why it matters

Clear and Actionable Summaries:Templates bring structure to your meetings by surfacing just the insights you need. Set up prompts like “What did the client want?” or “What decisions were made?” and Otter will pull those answers into your summary automatically.
Fully Customizable to Your Role: Whether you’re in Product, Sales, HR, or simply capturing important conversations, you can tailor summaries using pre-built sections and custom prompts. Want a kickoff summary email with answers to five key project questions? Done.
Save Time by Automating your post-meeting workflow: Set rules that apply the right template, generate the summary, and push key insights where they need to go, such as sharing customer feedback to a dedicated channel, or sending concise sales call summaries directly to your CRM like Salesforce.