# Otter.ai

Source: https://useronboarding.ai/companies/otter

- Category: Onboarding for AI products
- Type: Productivity
- Product: https://otter.ai

A welcome survey (work type, role, goals), a calendar step that suggests meetings for the AI notetaker to join automatically, workspace and teammate invites, and then in-product tooltips around a tutorial recording.

## Notes

- UserGuiding's composite shows the survey order: 'Get automatic meeting notes' (join and share settings), 'What best describes your work?' chips, 'What's your role?', and 'How would you like Otter to help you?'.
- A calendar step, 'Suggested meetings to record from your calendar', lists upcoming meetings with per-meeting Auto-join toggles.
- Workspace steps: 'Boost team productivity with workspace' and 'Invite teammates to your workspace' with suggested colleagues pre-listed.
- Inside the app, a 'My Recording Tutorial' note is paired with a 'Stay Aligned' tooltip ('Post the automated meeting summary directly in Slack') and an 'Ask Otter anything about your conversations' box; the Basic plan meter shows '0 of 300 monthly minutes used'.
- UserGuiding rates it 4/5: checklists and meeting-based aha moments work, but flows 'lack a clear sense of progress', CTAs dilute focus, and untriggered pop-ups can disrupt.
- Otter's help docs describe connecting Google or Microsoft calendars so the notetaker auto-joins Zoom, Meet and Teams meetings.

## Patterns

welcome survey, calendar-based suggestions, auto-join toggles, teammate invites, tooltips, usage meter

## Screens

- ![Composite of Otter signup: welcome survey, suggested meetings to auto-record, workspace and invite steps (converted from AVIF)](https://useronboarding.ai/images/otter-1.jpg) Composite of Otter signup: welcome survey, suggested meetings to auto-record, workspace and invite steps (converted from AVIF) (source: https://userguiding.com/blog/saas-onboarding-ux-analysis)
- !['My Recording Tutorial' with a 'Stay Aligned' Slack tooltip (converted from AVIF)](https://useronboarding.ai/images/otter-2.jpg) 'My Recording Tutorial' with a 'Stay Aligned' Slack tooltip (converted from AVIF) (source: https://userguiding.com/blog/saas-onboarding-ux-analysis)

## Articles

- [Otter Quick Start Guide](https://help.otter.ai/hc/en-us/articles/360049722894-Otter-Quick-Start-Guide): Otter Help Center (by the product team)
- [Connect your Calendar and Contacts to Otter](https://help.otter.ai/hc/en-us/articles/360048070154-Connect-your-Calendar-and-Contacts-to-Otter): Otter Help Center (by the product team)
- [We Analyzed 36 SaaS Onboarding Flows and Rated Every Single One](https://userguiding.com/blog/saas-onboarding-ux-analysis): UserGuiding

## Cited in

- [Can you skip the questionnaire by reading context the user already has?](https://useronboarding.ai/questions#context-not-questions)