Otter Claude Connector: How to Connect Otter.ai to Claude
Yes, Otter has a Claude connector, but it only works when you ask. Add the Carly connector, connect Otter, and set up triggers right from the chat: when a meeting ends, do that. “When a meeting ends, email everyone the action items and add them to Asana.” You type it once in Claude. Carly does it after every meeting, whether Claude is open or not.
Where Claude and Otter fall short today
Otter’s connector is handy for finding what someone said last Tuesday. It’s no help getting anything done afterward. Here’s where people get stuck:
- It only works when you ask. Claude can search your Otter meetings in a chat, but nothing happens when a meeting ends.
- It only sees your meetings. The connector reaches the meetings you can see in Otter, so a teammate’s call is invisible unless it was shared with you.
- The follow-up is still on you. Claude won’t email the attendees, file the action items or book the next call by itself.
- Notes stay in Otter. Nothing reaches your CRM or task list unless someone copies it over.
How Carly fixes it
- Every meeting ends in next steps. When a meeting ends, Carly sends the recap, files the tasks and books the follow-up.
- Your CRM stays current. Carly logs each call on the right contact in HubSpot, Salesforce or Carly’s own CRM.
- Promises get kept. When someone asks for the deck on a call, Carly emails it to them.
- Recording without the extra app. Carly can record the call itself, or keep working from Otter if your team already uses it.
- Thousands of apps. Carly connects Otter to thousands of apps, including Asana, Slack, HubSpot and Google Calendar.
How to connect Otter to Claude
- Add Carly to Claude. Click Get the Carly connector, then Connect, and sign in.
- Connect Otter in Carly. Open Integrations, choose Connect an API, and add Otter.
- Tell Claude what should happen, and when. Carly sets up the workflow and runs it from then on.
Triggers you can set up from Claude
Type these into Claude. Each one becomes a trigger that runs in the cloud, whether or not you’re in the chat:
- “When a meeting ends, email everyone the action items and add them to Asana.”
- “After every sales call, log a summary on the contact in HubSpot.”
- “When someone on a call asks for the deck, email it to them.”
- “When a client call ends, send the follow-up from my inbox.”
- “When a meeting mentions a deadline, add it to my calendar.”
- “Every Friday at 4, email me the decisions from this week’s meetings.”
Steps that don’t need AI run as free Zapier-style workflows.
Ask Claude about your meetings
- “What did we decide in Tuesday’s planning meeting?”
- “What did Josh promise the client on yesterday’s call?”
- “Find every meeting where pricing came up this month.”
Free Zapier-style workflows; AI agents from $35/month. Get started.
FAQ
Does Otter have a Claude connector?
Yes. It lets Claude search and summarize your Otter meetings while you chat. Add the Carly connector and Claude can also act after every meeting on its own.
Does Otter have an MCP server?
Yes. Otter’s MCP server powers its Claude connector, and Carly connects to it too, so every meeting can set off a workflow.
Can Carly record meetings without Otter?
Yes. Carly can record the call itself, or work from Otter’s notes if your team already uses it.
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See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."
