Otter.ai

Productivity

Meeting notes are useless if you can't find the one line you need six weeks later. Connect Otter.ai to Neotask and the agent can search your transcripts by date, participant, or topic, then pull back summaries, action items, or the full conversation record — so "what did we agree to with the vendor last month" gets answered in seconds instead of a manual scroll through recordings.

• Searches meeting transcripts by date, participant, or topic
• Retrieves summaries and action items, not just raw transcript text
• Pulls the full conversation record when you need the exact wording

What you can automate

• Otter.ai - Search meeting transcripts by date, participant, or topic, and retrieve summaries, action items, and full conversation records from a connected Otter.ai account.

Real workflows

Finding a commitment from an old meeting

Ask "what did we agree to with [vendor] in that call last month" and the agent searches your Otter.ai transcripts by participant and topic to find and summarize the relevant section.

Frequently asked questions

Can it pull action items across multiple meetings?

Yes — ask it to gather action items by topic or participant across whatever meetings match, not just one.

Does it need the exact meeting date?

No — you can search by participant or topic instead, and it narrows things down from there.

Plans

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