Otter.ai
Chat connectors integration
Yes. Connecting Otter.ai lets the Obsidian AI chat retrieve meeting transcripts, summaries, and action items.
What the Otter.ai integration does
Connecting Otter.ai to Obsidian brings meeting notes into the AI chat. Ask for a transcript, pull action items from this week's recordings, or summarise the Otter notes from an annual review. Each adviser connects their own Otter.ai account via OAuth.
What advisers can do
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Read
Let the AI chat look up data through this connector.
Example prompts
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“Pull the Otter transcript from my meeting with Sarah Johnson.”
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“What action items did Otter capture this week?”
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“Summarise the Otter notes from the Smith annual review.”
How it works
Obsidian connects to your Otter.ai account via OAuth. Once authorised, Otter.ai tools appear in the AI chat so you can retrieve transcripts, summaries, and action items. Disconnect at any time from Playbook → Apps.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Otter.ai and click Connect.
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Authorise access via OAuth — no passwords are stored in Obsidian.
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Otter.ai tools then appear in the AI chat.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every firm can connect Otter.ai.
Frequently asked questions
FAQ
Yes. Connecting Otter.ai lets the Obsidian AI chat use Otter.ai's tools from your adviser workflow.
You can ask the AI chat for an Otter transcript, pull a summary, or list action items from recent meetings without leaving Obsidian.
Yes. All integrations are included with Obsidian's AI Practice Management module.
Go to Playbook → Apps in Obsidian and click Connect next to Otter.ai. You'll be redirected to authorise access via OAuth. No passwords are stored.
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