A Beginners Guide to Meeting Productivity - Otter AI, Google Slides & Microsoft Teams | Richard Andersone l Finance | Skillshare

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A Beginners Guide to Meeting Productivity - Otter AI, Google Slides & Microsoft Teams

teacher avatar Richard Andersone l Finance, Author, Voice Over, Finance Expert

Watch this class and thousands more

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.

      1 Introduction

      0:42

    • 2.

      2 Otter AI interface

      3:17

    • 3.

      3 Robots Transcribing Meetings

      4:53

    • 4.

      4 Setting up Google Slides and Importing Notes

      10:41

    • 5.

      5 Prompting

      5:14

    • 6.

      6 Conclusion

      0:20

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About This Class

Welcome to the Beginner's Guide to Otter AI and Google Slides for Meeting Productivity! In this course, you'll learn how to leverage the power of Otter AI for transcribing meetings and Google Slides for organising and presenting meeting notes effectively.

The course begins with an introduction to the Otter AI interface, where you'll explore its features, functionalities, and settings.

Next, we'll delve into harnessing the Otter AI Assistant for transcribing meetings with remarkable accuracy and efficiency. 

You'll discover how to set up the Otter AI Assistant to join your meetings, providing real-time transcription and capturing every spoken word with precision.

As you progress, you'll learn how to set up Google Slides for seamless integration with Otter AI. You'll explore the process of creating presentations, importing meeting notes from Otter AI into Google Slides, and organising them into cohesive slideshows for easy reference and sharing.

Furthermore, you'll discover strategies for prompting within Otter AI. 

Throughout the course, you'll gain practical insights and tips for maximising meeting productivity with Otter AI and Google Slides.

This course will empower you to streamline your meeting processes, capture valuable insights, and deliver impactful presentations with confidence.

By the end of this course, you'll emerge equipped with the knowledge and skills needed to leverage Otter AI and Google Slides effectively for meeting productivity. You'll be ready to transform the way you conduct and manage meetings, fostering collaboration, communication, and success in your personal and professional endeavors.

Meet Your Teacher

Teacher Profile Image

Richard Andersone l Finance

Author, Voice Over, Finance Expert

Teacher

Hello there! My name is Richard Andersone and I am all rounded award-winning instructor known for writing and creating informative and entertaining UK national television and radio shows, books, podcasts and best-selling courses!

I have worked with major companies such as the BBC where I have written shows, Lloyds Banking Group for over 10 years providing training on employee skills and have even had my own breakfast show on a UK national station for another 10 years.

I love teaching and I can't wait to help you on your journey! See you on one of the courses below.

See full profile

Level: Beginner

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Transcripts

1. 1 Introduction: Hello, and welcome to the course. My name is Richard Anderson and I am your award winning instructor. In this course, we'll be exploring how you can use Auto AI and Google slides to increase your meeting productivity. We'll be exploring the Auto AI interface. We'll also be looking at how you can have robots transcribing your meetings. We'll also be looking at how you can use Google slides and also important notes from Otter AI, as well as increasing your knowledge of prompts and allowing you to practice using prompts, too. Experience in 4,100 and fortune 500 companies, as well as my experience in government boards, I'm sure that I can help you. Let's begin your Otter AI and Google Slides journey. 2. 2 Otter AI interface: Welcome back to your course. And in this section, we're looking at how you can actually get started with auto.ai and have a robot attend your meetings and use those notes in order to create a slide deck for your meetings or to help other colleagues that you've missed out with some graphics and some images which you can use on Google slides as well. So to sort of reinforce the points. So it might be a newsletter that you send out for your team and just to keep everyone updated and informed. So if you don't want just text, but you want it back to by images and particularly a slide deck, so this is a great course for you. The first thing you'll need to do is actually go along to outta.ai. So what is Otter AI? So what that is is it's a transcription and note taking service. So it will actually transcribe notes. And in particular, what we'll be looking at today is having a robot attend those meetings, transcribe the meetings, and then have you access those notes and actually have them put onto Google Slides. So we'll be looking at that today. So the first thing you need to do is head along to your search engine, whatever browser that may be, and just go along searching otter.ai AI, whatever you want to put there. That will then take you through to this website here. And all you'll do is you'll follow along the sign up options that will finally take you through to this page here. So to give you a quick glance or in a nutshell exactly what this is, so I'll just fill you in just now. The only things you really need to know about outta doteI are these things here. So it gives you a quick tutorial, so if you did want to go through that you can, it also lets you know a record of all the notes that you've added, so that will be there too. From there, all you'll need to do is if you needed to do a search, you can do that here, which is great. You've also got the capabilities of inserting a meeting URL, such as Teams, which is something that we'll be doing later today, too. You can record live transcription, as in recording your voice and have that turned into text. That's what transcription is. And you can also import any audio or video using this Import button, you can upload it in these formats here. You can browse file and just have them sent over to ota.ai and have that transcribed too. The other bits here or any notifications all appear here. If you wanted to create a workspace for collaboration, you could do that here, too. That would be under the business terms. Of course, you've got the home page, which is the main page that you'll usually be on. So you'll always come back to home, so bear that in mind, too. You've also got Otter AI chat. So it's a whole section dedicated to you querying the notes, so that's something that we can do too, and it's a feature that we'll be using today. A record of all your conversations will be also stored here. Okay, you've also got shared with me, trash, and of course, you've got channels, direct messages, and folders, which can be found here, too. We'll be concentrating specifically on this option here, so on the homepage. That's the general layout of how otter.ai works. And we'll look at how you can actually have a robot attend your meetings, transcribe those notes, and then use those notes for Google slides in the next section. 3. 3 Robots Transcribing Meetings: The next step in the process is to actually have otta.ai attend the meeting. So in order to do that, you'll need to have some software which you'll need to have ready to go installed or otherwise. So first of all, I would encourage you to head along to Teams, which is a free service that you can use, and of course, just go along to Teams, and then you can actually download Teams as Microsoft Teams by searching it in your search engine. So go along to Microsoft Teams, putting it in your browser. Or, of course, once you've got that, you can actually click Download Teams. And then, of course, if you want to download it as a desktop app, that's something you can do. Once you've downloaded it, it will take you through to this page here. And, of course, once you're on the homepage, I want you to click on calendar. So calendars where you'll need to go to in order to get started and also start a new meeting. So in this case, I'm actually going to create a new meeting, and that meeting will start at 12:30, and I'm going to call it Test seven for argument's sake, and I'm going to click Save. From there, it will prompt us and say, do I want to copy the invites? I can do so. I'll just click that because I'm happy. And, of course, what I can do from there is I can actually join the meeting immediately from here. But the first thing I'll need to do is I need to click on this, and then I'll need this meeting code. It's letting me know here that the meetings already started. That's from Microsoft Teams perspective. And then what I'll need to do is I'll need to click Copy in order to get the link for this meeting that's happening. So I'm just going to click Copy, which is the symbol here, you'll notice, and I'll click Copy there. From there, I'll need to go back to my otter.ai. And then from there, what I'll do is I will paste in the meeting notes. I'll press Control V in order to paste it in and then I'll press Enter in order to accept that. So now it's letting me know just down here that the wonderful bit of kit that we've just installed here, which is Microsoft Teams, there's a meeting and what I like to join that meeting. So if I go back to Teams, I can actually just click on it and I can actually join the meeting directly from my calendar, which is something I'll do. So I will click Join from there. And it will ask me whether I wish to switch on my camera. In this case, I'll say no, do I want my microphone on? I'll also say yes to that, but no to the camera. So the camera will be turned off, and I'll join now. As you can see here, it actually says Richard's Otter Pilot, which is a guest. So this is the robot which is effectively joining the chat, so I'll click admit to let the robot in. From this point onwards, it will start taking notes. I will just act as though we're having a meeting. This meeting is all about gathering information and I want you to take down notes. So just imagine a manager is having a meeting or a colleague is having a meeting, you with another person, you're having a meeting, and what you're looking to do is to get some notes that you can use on Google Slides. So for the purpose of this example, this meeting is all about how I can actually improve productivity by using robots, and the robots will be coming in 10,000 batches of robots, and I would like Tony to work on the project. And once Tony has worked on it, I want him to give it to Pete. And once Pete's worked on it, I want him to give it to Kelly. And Kelly will be responsible for it. Don't forget the main point here is that we have as many robots as possible working on this project. So from there, what I will do is I will end this. Thank you very much, everyone for attending. Thank you, and goodbye. I will end the meeting, and that will end it for everyone. I will click nd it has now ended the meeting, and once I go back to otter.ai, which I'll do just now, you'll see that it will actually tell me that the meeting has transcribed and that the meeting has ended. Sometimes it doesn't always update immediately, so it's important that you end it there. So if you see that it hasn't done as it should do, then you can just end it manually. However, in this case, it has, so I'm very, very happy. So, in which case, then all I'll do is I will click on these meeting notes. And then as we can see here, it's actually transcribed that meeting. So what we'll do in the next section is we'll look to see how we can get these notes over and along to Google slides so that we can start working on our presentation from there. 4. 4 Setting up Google Slides and Importing Notes: Once the robots have attended your meeting, they've provided you with this fantastic transcript, which you found. The next thing you'll want to do is to actually go along to Google slides. So what you'll need to do is to use a search engine, so just by searching Google Slides. And then, of course, you can access it that way. Just follow the options along for the sign up process. If you have a Google account, you can just use that, too. And then it will take you through to this wonderful page here. So on this page, it gives you some amazing templates, as you can see here, photo album, portfolio. You've got blank presentation as well. If you just wanted to start from scratch, your big ideas, wedding, lookbook, and so on and so forth. So that's something that you could do. And in this example, you can also see that there's more which you're hitting through here if you did want to as well. But in this example, it's also given us this great one that I normally use. I'll just go back to here, which is the photo album. And in this case, I'll just click on that one because it's one I prepared earlier. So as I've gone through and I've got my layout, I've got this fantastic slide there. I'm very, very happy with it. I can see that it's exactly what I'm looking for. The next thing I'll need to do is to get the notes that were actually on Otter AI over to Google slides. So in this hypothetical situation, you know, I've been in a meeting and I've been able to get through the information that I've needed, but now I need to actually get those notes over to you. So what I'll do is I'll go along to the notes this is the meeting that we just had. So all I do is I'll click on that. And then that just confirms it gives us some actionable items. I could also just copy and paste that if I wanted to. I've also got an outline here, which is also great. And, of course, I've got my transcription, which is here, too, and I'll just have a check to see it's exactly as I was hoping for, and I can see it is. So all I'll do from there is I'll ask AI in order to pull the information from my last meeting. So that was my last meeting. So give me information about my last meeting for a slide deck. So all I'll do here is just correct that, and I'll press Enter. And all it's doing from there is it's going along. It's locating the last meeting I've had. It's now giving me this wonderful wonderful layout here. And all it's done here, as you can see, is it's giving me those key points that I needed. And I can ask a follow up question. Can you suggest title. This is otherwise known as a prompt, and that is otherwise an instruction that you're giving to the artificial intelligence in this case, which is Auto AI. So all I'm doing is I'm asking it, Can you suggest a title? And it's giving me a title here, which is improving productivity with robots. So I'll use that title in my slide deck. And what I'll do is I'll put it as a nice little subtitle here. We are, so I've literally gone along to Otter AI. Again, I was just on this section here, which is the AI chat function. And all I've done is I've copied and pasted that along, so as you can see, my slide deck is now coming together, and if this was for my team notes, so reminders of things that we need to do, this has now given us that. I can then fill in these parts here, so I've written my name already put in the dates. I've assumed it's 3,099 as the potential date. And then from there, I will go along to the next slide. And as you can see from there, what I'll need to do is only to get those key points. So we actually suggested some earlier, which were for a slide deck. So all I'll do is I will literally copy and paste these points along here. So I've copied that. And now what I'll do is I'll go along to my notes, as you can see here, and I will paste those in here and I will edit and paste without formatting. So it keeps the original text. And all I'll do from there is I will make that a bit smaller. As you can see here, it's getting even smaller, and there we go. And as I put those through there, as you can see, it's completely coming together with those main points from the meeting, and there we go. So as I stretch it out, just so I can see everything that's happening there, I can even bullet point them immediately from there. And there we go. And you can already see it's coming together in such a lovely way, and it's keeping together the main points of what we wanted too, which is great. And I'll just leave it with a title. And you can see how much time this has already saved me because a colleague would have needed to have written up all those notes. They would have had to have left all the key points. And this has already saved me a significant amount of time simply because I don't actually have to add any notes to this. 99% of the work has already been done by artificial intelligence. So the robot has given me the information I needed. It's also just provided me with the key points that I needed for my slide deck. Then it's also giving me what to remember here as well. And here we are. So I will also go back to this, and I will go to the thread and I also ask it to suggest a thank you message. And let's see if it will come up with one. There we and so at the end, it will give us that wonderful thank you message which is there. It's a very long one. Just explaining, dear colleagues, thank you for your time and input. It's just a suggestion, and I'll put this because this is all I really wanted to put there at the end. So all I'll do is I'll go back to Google Slides, and I'll go along to this slide here. I will edit and then I'll paste without formatting that's very important. Otherwise, you'll find it usually has these, there we are. I usually has those sort of things around it. So you want to paste it without formatting so that it maintains the original font. So there we are. And all I'll do is I will take that and put it straight in the middle, so I'll align it to the center and move it along that it's got a more natural feel to it. And there we go. So I've got my meeting notes. I've got my title. I'll even just call it meeting meeting notes, and we've got a little subject title there, our little subheading, which is improving productivity with robots, completely generated by AI itself. And then, of course, we've got some great points here, which, again, came from our meeting, which the robots had included for us. We then put that down as bullet points in order for our team to remember what that is. You can even make it a little bit bigger at this point. You can literally play around with this as much as you so please, you know, as you would do on your Google slides as well. There we go. And again, you've got your reminders there as you would do on your packs, and then you've got your closing message, once again, completely generated by artificial intelligence. And there we are. And if we didn't want that slide, because we had no further information to add, we could just delete that and then end it there. What you could do from there is you could actually just go along and then click File. You could download that as a Power Point, which you can find here. You downloads options there, depending on your browser, of course. And then, of course, you can download it as a PDF documents as well. We'll have a look at it as a PDF. Again, it's still maintained the title of photo album. So if you did want to change that, you could always just call it meeting notes. And again, you've got your general layout, which would include anything you wanted the new presentation, you could do that, so to import slides. Make a copy of the entire presentation or selected slides. Download, which is here. If you wanted to email this as a file, that's something you could do, rename it. You've got some also great options, including edits, which is, if you make a mistake, you can always undo there, redo there. Follows much of the same template as Word, for example, Microsoftware, there is pace without formatting, which is very important, especially if you're getting notes from Auto AI over to Google Slides 2. And of course, if you wanted to view it as a slideshow, there are some great themes there, too, as well as image. So if you wanted to do a bit of multimedia, including audio and video, that's something you could do as well, insert charts, and so on and so forth there, too. And, of course, adding a new slide can be done from here. If you wanted to duplicate aside the leap one or skip one, there's some that you could do from there to or add transitions to your slides, you could also do on this option as well. And those are the main functions that you would need in terms of your presentation. So in this case, I just updated the name, and I wanted to download it as a PowerPoint presentation. So as a PowerPoint or even a PDF, in this case. And then what I can do from there is I can just open it up. As you can see here, here's my entire meeting notes, which I got through robots actually grabbing that information from the team's meeting. And what it's done now is it's given me or suggested a title, which I've put in here. I've actually just kept my subject, my main title, which was meeting notes. I've gone for improving productivity of robots there as my subject head I've put in the key points to remember, as you can see, it works out for a wonderful presentation. And, of course, AI has also generated this closing message here, which is thank you for your time and input at our productive meeting yesterday, which makes for a great little template to send around or a great little PDF to send around for anyone who missed the meeting, as well. So you can see that you've actually saved a significant amount of time just on how you would actually collaborate with your team members in terms of Google slides and, of course, at AI for your artificial intelligence capabilities. 5. 5 Prompting: Something else that you can do in terms of enhancing your Google slides presentations and maximizing your AI capabilities would be to just ask Otter AI based on the information that you've got from this transcription and for all what's pulling the information from your meetings, is if you wanted to add a few more points. So you may want to add a few more points to your slide deck, so it ended there, but perhaps you want to insert more questions to make it a bit more interactive for your slide. So something that you could do is you'd click along to this Otter AI, so ask anything to Outer chat. So that's the Otter AI chat. And you'd want to follow along the thread. So all you do from there is you would click Reply, so click on the subject to what you've done and then click on reply from there. And then from there, all you would need to do is just, can you suggest a question to add to the slide deck. And you'd insert this prompt. So in this case, I've asked it can you suggest a question to add to the slide deck? So I may wish to add another question. So it's saying based on the notes, it's looking at how can we ensure a smooth hand off to the robot, smooth hand off of the robot productivity projects between team members as we scale up implementation. So that's something I might want to ask the team. So it's giving me a suggestion of a question. So I might then go back to my Google slides and decide that actually I want to add this in for our colleagues to actually think about. So all I'll do is I will duplicate a slide. So all I'll do is I'll duplicate that one. And then from there, I can therefore put this in here for the purpose of example, of course. And I can put that as a question. So I've gone to the text. I've copied that text, and then all I'll do is I will copy and paste it in without formatting once again, just so it honors the original font. And then, of course, what I'll do is I will maximize it to give it some bit more of mph, if you will. I'll make it bold. I'll also make it quite centered. There we go. And again, you can always move that around however you see fit. And I might also decide to make it italics and underlined, as well, if I wanted to. Looks a bit better without it, so I'll leave it there. And then, again, a question completely generated by artificial intelligence, which has now added an extra slide to our slide deck. So this is now giving us that question of how can we ensure a smooth hand off of the robot productivity products between team members as we scale up implementation. And these questions could go on. I could also insert an extra slide if I wanted to I could actually just click Copy, click on the gap here and press Control V for paste, and that gives me an extra slide. And I can add another note here, so I might just want to Can you suggest a fun fact related to Robots. So in order to keep the meeting fun, I might want to also insert some fun facts, as well. So that's something I could do, too. So all I'll do is I'll wait for it to generate a response, which it has. So, here it is. It's a fun fact about robots, as you can see here. So the first robot was created in 1921 and so on and so forth. The word robot comes from the Czech word robata, which means forced labor or surf and so on and so forth. So what I'll do is I will take this fun fact there we go. And it is great. So since then, robots have come a long way and are now used for everything from manufacturing to exploring other planets. So what I'll do is, I'll copy that note. It's a great note. I quite liked it. It's very informative. Thank you very much. Artificial intelligence. And then I will paste it in here, again, without formatting to honor the original font, and I'll just add in the T there. And if I'm quite happy with that as is, then I can leave it exactly as it is, or, of course, I can always change that around as I so please, as well. And again, there you are. So that's a great way of using prompts in order to further dig deeper or add extra slides into your slide deck or from a meeting, which was set up by robots or if you will, was attended by robots, which fed us the information that we needed and also the key points in order to present this information in a very meaningful and instructul way. And, of course, if you needed extra points, you can always go back to Otter AI and go along to this Otter AI chat. Then insert more suggestions based on what we're asking for in order to increase your productivity and also enhance your meetings when it comes to Google slides and utter AI. 6. 6 Conclusion: Congratulations. You've reached the end of the course. You now know how to use the Oti interface. You also understand how to have a robot attend your meetings, as well as using Google slides and importing notes from Oti AI, and of course, you've increased your knowledge on prompts, too. All the best in your AI journey.