
"Sam Liang, co-founder and CEO of Otter.ai, told ITPro that the firm has built integrations with systems such as Salesforce and HubSpot, as well as project management systems such as Asana and Atlassian. "The data can flow both ways," Liang explained. "The data can automatically be put into Otter so that the Otter Agents can make use of the CRM data, or project management data in meetings, or the data can flow out of Otter to whatever system enterprise customers use.""
"In addition to the new API support, Otter has also created a dedicated model context protocol (MCP) server for Otter, allowing its agents to connect with AI platforms such as Claude and ChatGPT. Admins will be able to configure what data is passed to their given tool, with granular controls over the data they expose to third party tools and protections against the contextual enterprise data Otter captures from being shared with unwanted parties."
"For example, Otter's new agents can be configured to automatically populate an Asana project with action items based on a discussion between coworkers held on Zoom. Otter's AI agent is capable of automatically taking screenshots of slides during a virtual presentation, as well as pulling data from the slides so users can easily search for terms in the transcript even if they weren't spoken aloud."
Otter.ai introduced agentic AI features and autonomous capabilities to connect the app with third-party applications and streamline project-management workflows. A new public API enables developers to connect Otter data with enterprise systems such as CRM platforms. Integrations with Salesforce, HubSpot, Asana and Atlassian support bidirectional data flow so Otter Agents can use CRM and project data during meetings or export Otter data back to enterprise systems. Agents can automatically populate Asana projects with action items from Zoom discussions. Otter built a dedicated model context protocol (MCP) server to connect agents with AI platforms such as Claude and ChatGPT, with admin controls governing what data is passed to third-party tools. Agent capabilities include taking screenshots of slides and extracting slide content for searchable transcripts, plus advanced chat that can analyze many recordings and enable real-time interaction with transcripts.
Read at IT Pro
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