You've found yourself in a situation where Otter.ai is diligently transcribing your meeting, but now you need it to gracefully exit. Maybe the sensitive part of the discussion is over, or perhaps you just want to take manual notes for the remainder. Whatever your reason, getting Otter.ai to leave a meeting is straightforward once you know the right steps. This comprehensive guide will walk you through exactly how to do it, with various methods and helpful tips!
How to Get Otter.ai to Leave a Meeting: A Comprehensive Guide
Hello there! Are you looking to discreetly dismiss your Otter.ai Notetaker from a live meeting, or perhaps prevent it from joining future ones? You've come to the right place. Otter.ai is an incredibly powerful tool for transcribing conversations and generating summaries, but sometimes, you need that extra bit of privacy or control. Let's dive in!
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| How To Get Otter Ai To Leave A Meeting |
Step 1: Identify Your Current Situation
Before we proceed, let's figure out the quickest way for you to get Otter.ai to leave. Are you in a live meeting right now with Otter.ai actively transcribing, or are you looking to prevent it from joining future meetings?
Sub-heading: Scenario A: Live Meeting - Otter.ai is Currently Active
If Otter.ai is currently participating in your Zoom, Google Meet, or Microsoft Teams meeting, there are a few immediate ways to make it leave.
Sub-heading: Scenario B: Future Meetings - Preventing Auto-Join
If your goal is to stop Otter.ai from automatically joining all your upcoming meetings, or just specific ones, we'll cover that too.
Step 2: Removing Otter.ai from a Live Meeting (Scenario A)
QuickTip: Keep a notepad handy.
This is the most common scenario. You're in a call, and Otter.ai is doing its thing, but you want it gone. Here are your options:
Option 2.1: The Host's Direct Control
This is often the simplest and most effective method if you are the host or have host permissions (like a co-host with appropriate permissions) in your meeting platform.
Access Participants List: In your meeting platform (Zoom, Google Meet, Microsoft Teams), locate the participants list. This is usually an icon that looks like several people or a list.
Find Otter.ai: Look for "Otter.ai" or "Otter Notetaker" in the list of participants. It will typically appear as a regular participant.
Remove Participant:
In Zoom: Hover over "Otter.ai" in the participants list, click the "More" button (usually three dots), and then select "Remove."
In Google Meet: Click on "Otter.ai" in the people panel, then click the "Remove" button (often a "minus" or "X" icon).
In Microsoft Teams: Find "Otter.ai" in the participants list, click the three dots next to its name, and select "Remove from meeting."
Confirm Removal: Your meeting platform might ask for confirmation. Click "Yes" or "Remove" to confirm.
Result: Otter.ai will immediately leave the meeting, and its transcription will stop.
Option 2.2: Stopping Recording from the Otter.ai Interface
This method works whether you're the host or not, as long as you have access to the Otter.ai conversation associated with the live meeting.
Navigate to Otter.ai Homepage/Conversations: Open your web browser and go to your Otter.ai dashboard.
Locate the Live Recording:
From the Calendar section: On the right side of your Otter.ai homepage, you'll see a calendar. The current live recording should be prominently displayed.
From My Conversations: Go to "My Conversations" and find the conversation that is currently being recorded by Otter Notetaker. It will likely have a "LIVE" indicator.
Click "Stop Recording" / "Stop Notetaker":
If you're on the homepage calendar, click the "stop recording" button associated with the live meeting.
If you're viewing the live conversation, look for "Stop Notetaker" in the control playback bar.
Confirm Action: A pop-up will appear asking for confirmation. Click "Yes, turn it off."
Result: Otter.ai will be removed from the meeting shortly after you confirm, and the transcription will cease.
Option 2.3: Using Voice Commands (If Enabled)
For users who have enabled Otter AI Chat with voice commands, a simple verbal instruction can do the trick!
Activate Voice Command: Start by saying "Hey Otter" or "Otter".
Issue the Stop Command: Follow up with a command like:
"Stop recording"
"End the recording now"
"Turn off the recording"
Result: Otter.ai should respond and leave the meeting. Note: Voice commands for pausing/resuming might not always prompt Otter to leave entirely, so "stop recording" is generally the most reliable for removal.
Tip: Every word counts — don’t skip too much.
Step 3: Preventing Otter.ai from Auto-Joining Future Meetings (Scenario B)
If you'd like to exercise more control over which meetings Otter.ai joins, you can adjust its auto-join settings.
Option 3.1: Disabling Auto-Join for All Meetings
This is the most direct way to stop Otter.ai from automatically joining any synced calendar events.
Sign in to Otter.ai: Go to otter.ai and log in to your account.
Access Account Settings:
Click on your profile picture (or initials) in the top right corner.
Select "Account Settings."
Navigate to Meetings Settings: In the left-hand menu, click on "Meetings" (or sometimes "OtterPilot" or "Notetaker" settings).
Toggle Off "Auto-join all meetings": Under the "OtterPilot" or "Otter Notetaker" section, you'll find a toggle for "Auto-join all meetings." Switch this toggle to the OFF position.
Confirm (if prompted): You might get a pop-up asking to confirm this action. Select "Yes, turn them off."
Result: Otter.ai will no longer automatically join any of your synced calendar events. You will need to manually add it to meetings if you want it to transcribe.
Option 3.2: Managing Auto-Join for Specific Meetings
If you prefer Otter.ai to only join meetings you explicitly choose, you can adjust your settings to "Meetings I manually select."
Sign in to Otter.ai: Log in to your Otter.ai account.
Access Account Settings > Meetings: Follow steps 1-3 from Option 3.1.
Select "Meetings I manually select": Instead of toggling off "Auto-join all meetings," look for options like "Default auto-join settings" or a dropdown menu. Choose "Meetings I manually select."
Result: Otter.ai will not automatically join meetings. You'll need to go into your Otter.ai calendar view or the specific meeting's settings in Otter.ai to toggle the Notetaker "on" for that particular event.
Option 3.3: Disconnecting Your Calendar
If you want a more drastic measure to prevent Otter.ai from accessing your meeting schedule entirely, you can disconnect your calendar.
Sign in to Otter.ai: Log in to your Otter.ai account.
Access Account Settings > Apps: Click on your profile picture and then select "Account Settings," followed by "Apps" in the left-hand menu.
Disconnect Calendar: Scroll down to the "Connect calendars & contacts" section. You'll see your connected Google or Microsoft calendar. Click "Disconnect" next to the calendar account you wish to remove.
Result: Otter.ai will stop syncing your calendar events, and therefore, will not be able to auto-join any meetings scheduled through that calendar.
Tip: Patience makes reading smoother.
Step 4: Verification and Best Practices
After you've taken the steps to remove Otter.ai or prevent it from joining, it's a good idea to verify your settings.
For live meetings: Check the participant list in your meeting platform to confirm Otter.ai is no longer there.
For future meetings:
Go to your Otter.ai homepage and check the "Calendar" section on the right. Upcoming meetings should reflect your new auto-join settings (i.e., Otter Notetaker should not be toggled on for meetings you don't want it to join).
You can also manually check specific upcoming calendar events in Otter.ai to ensure the Notetaker is off.
Remember: If you manually remove Otter.ai from a live meeting by stopping the recording, you will need to manually re-add it if you decide you want it to continue transcribing later in the same meeting.
Frequently Asked Questions (FAQs)
Here are 10 common "How to" questions related to managing Otter.ai in meetings:
How to re-add Otter.ai to a meeting after it has left?
You'll need to manually invite Otter Notetaker back into the meeting, usually by copying the meeting invite link and pasting it into the "Add to live meeting" section on your Otter.ai homepage, or by manually toggling it on for that specific calendar event in your Otter.ai dashboard.
How to prevent Otter.ai from sending chat messages in the meeting?
You can disable Otter.ai chat messages in your Account Settings > Meetings. Look for "Otter Notetaker chat messages" or similar and toggle it off.
How to make Otter.ai only join meetings where I am the host?
In your Otter.ai Account Settings > Meetings, under "Auto-join meetings," select the option "Meetings where I am the host."
QuickTip: Compare this post with what you already know.
How to check if Otter.ai is currently recording a meeting?
On your Otter.ai homepage, look at the calendar section on the right. Live recordings will typically be indicated with a "LIVE" status next to the meeting title.
How to manage auto-share settings for Otter.ai transcripts?
In your Account Settings > Meetings, you can find "Auto-share settings" which allows you to set defaults for who receives the transcript after the meeting (e.g., all guests, same domain guests, workspace members, or don't share).
How to disconnect a specific calendar from Otter.ai?
Go to your Otter.ai Account Settings > Apps, scroll to "Connect calendars & contacts," and click "Disconnect" next to the calendar you wish to remove.
How to temporarily pause Otter.ai recording instead of making it leave?
While a direct "pause" voice command may exist, the most reliable way to pause is often through the Otter.ai web interface. You might be able to pause the recording from the live conversation controls. Note that pausing usually means Otter.ai stays in the meeting but stops transcribing for a period.
How to delete a conversation (transcript) from Otter.ai?
From your "My Conversations" list, hover over the conversation you want to delete, click the three dots (More options), and select "Delete." Deleted conversations usually go to a "Trash" folder for 30 days before permanent deletion.
How to troubleshoot Otter.ai not joining a meeting?
Check your Otter.ai calendar sync, ensure the meeting invite has a valid video link, verify your auto-join settings are correct, and confirm you have the necessary permissions (especially if you're not the host and recording requires host approval).
How to report an issue with Otter.ai to support?
Sign in to Otter.ai, click on your profile, and select "Contact Support" or "Help Center" to access the support request form. Provide as much detail as possible for a quicker resolution.
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