How to Use Otter AI With Microsoft Teams

Otter AI works with Microsoft Teams by joining meetings as a bot that transcribes the conversation in real time. After the meeting you get a searchable transcript, a brief summary and a list of detected action items. The key step is connecting your Otter account to Teams before the meeting, then reviewing the output before anyone acts on it.

The transcript and summary are a useful starting point, not a final record. Confirmed decisions and agreed next steps belong somewhere your team and its AI assistants can find in the next session. Tools like fenbs let you move those approved items into a shared record outside any single chat or transcript.

Does Otter AI work with Microsoft Teams?

Yes. Otter offers a Teams integration that adds a bot to your meetings. The bot transcribes the audio and produces a summary when the meeting ends. Check Otter's help center↗ (opens in a new tab) for current plan requirements before setting it up, since account eligibility changes.

Teams also has built-in AI meeting notes through Microsoft 365 Copilot, which is a separate product. For a full look at built-in Teams notes, see AI notes in Microsoft Teams. For the broader range of Microsoft AI tools, the Microsoft AI tools guide covers what is available at each tier.

How to connect Otter to your Teams meetings

The connection is set up in your Otter account, not inside Teams. You link the two services once and Otter can then join future meetings from your calendar.

1. Sign in to your Otter account and go to Settings.
2. Find the Microsoft Teams integration and connect your Microsoft work account when prompted.
3. Allow Otter to read your calendar so it can identify upcoming meetings.
4. Choose whether Otter joins all calendar meetings automatically or only meetings you explicitly invite it to.
5. At your next Teams meeting, confirm that the Otter bot appears in the participant list before you start.

Some organizations restrict third-party bots in Teams. If the Otter bot cannot join, check with your IT admin whether external meeting apps are permitted under your Teams policy.

What Otter captures during a meeting

Otter produces a rolling transcript while the meeting is live. It tries to identify speakers by matching voices or names to your contacts. After the meeting, it generates a summary of the main points and flags items it detected as action items.

The AI identifies action items by recognizing phrases that suggest tasks or next steps. It does not understand the full context the way a participant does. An item marked as an action in the Otter output may be a question, a passing comment, or a step that was already completed. Treat the list as a draft for review, not a confirmed record of commitments.

How to review Otter's transcript and summary

After the meeting, open the Otter summary alongside someone who attended. Check each flagged action item against the transcript before distributing anything. Look for three things: what was decided, what someone agreed to do, and what is still open.

• Confirm, correct or remove each action item. An AI-generated item that nobody actually agreed to should not become a task.
• Note who owns each confirmed task and any deadline mentioned during the meeting.
• Separate decisions from tasks. A decision is what the group agreed; a task is what someone will do as a result.
• Flag any section where the transcript is unclear and check the recording before acting on it.

For a look at how AI note-taking tools compare and where each one fits, see the AI meeting note taker guide. If your team has questions about who reviews AI-generated records, AI agent governance for small teams is worth reading.

Moving confirmed outcomes to a shared record

Once you have reviewed the Otter output, confirmed decisions and tasks need a home that outlasts the transcript. The next person picking up the project should not have to search through a meeting summary to find what was agreed.

In fenbs, a confirmed decision becomes a Decision and rule under the relevant project. A confirmed task becomes a task on the board with a clear owner and next step. AI memory for teams explains why this step matters when multiple people or AI assistants continue the same work across sessions.

How to do this with fenbs

1. Create a free account and set up a project for the work your Teams meeting covers.
2. After reviewing the Otter output, add confirmed tasks to the project board with a clear owner and next step.
3. Write confirmed decisions in Decisions and rules with the reason behind each one and who made it.
4. Connect your AI assistant to fenbs via Integrations so it reads the decisions and current tasks before it starts work.
5. Before each new session, ask the assistant to read the project context. After the session, ask it to save progress so the next meeting starts from an accurate record.

When Otter with Teams may not fit your workflow

If your organization blocks external bots, Otter cannot join automatically. You can record the meeting and upload the audio to Otter manually, though this adds a step after every call.

If your team is already on Microsoft 365 Copilot, the built-in Teams notes may cover the same job without a second account. The choice depends on which subscriptions your team holds. fenbs does not connect to Teams directly and does not import transcripts; it keeps the decisions and tasks after you have reviewed them yourself.