The follow-up is drafted when the summary lands
Otter's summary arrives and Go Fig drafts the follow-up email from it, in your voice. You edit it, approve it, and it sends from your own address.
Go Fig + Otter
Go Fig reads the meeting summary Otter emails you, so the follow-up and the CRM note are drafted before you get back to your desk.
Key facts
What you can do with Otter in Go Fig
Otter records the call and emails you a meeting summary. The admin tax is everything after that email lands. With Gmail or Outlook connected, Go Fig picks up the summary, matches it to the meeting on your calendar, and starts your meeting skills. The follow-up email, the CRM note, and the next step are drafted from what was said and wait for your OK. There is no Otter key to set up, and Go Fig never starts or stops a recording.
The CRM note writes itself
What was agreed on the call becomes the note on the right contact or deal. Nothing lands in the CRM until you approve it.
Promises do not slip
The next steps you said out loud become tasks and reminders, so the thing you promised on Tuesday is still in front of you on Friday.
What Go Fig reads from Otter
How to connect Otter
Connect Gmail or Outlook
Otter's summary arrives by email, so Go Fig needs the inbox it lands in. Sign in with your Google or Microsoft account. Go Fig never asks for an Otter password or key.
Keep Otter's summary email coming
Otter sends a "Meeting Summary" email from [email protected] after each recorded call. Make sure it reaches the inbox you connected. If it stopped arriving, check the email settings in your Otter account.
Turn on a meeting skill
Pick a meeting skill, like the follow-up after a call, and choose Otter as the recorder. Go Fig fills in Otter's sending address and subject line for you.
Check the next call
After your next Otter call, open your Feed. The follow-up and the CRM note should be waiting, drafted from the summary.
Questions about Go Fig + Otter
Do we need to connect Otter itself?
No. There is no Otter key and nothing for an Otter admin to set up. Go Fig works from the summary email Otter already sends to your connected inbox.
Will Go Fig change anything in Otter?
No. Go Fig never signs in to Otter and never starts, stops, or deletes a recording. Otter keeps recording the way it does today.
What about Otter's other emails?
Only the meeting summary starts a skill. Otter's reminders and its "Unable to record" notices are ignored.
What if the meeting is not on my calendar?
Go Fig still treats the summary as a meeting, with you and the people the summary was sent to. It looks for the contact in your CRM by name before it drafts anything.
Does anything send on its own?
Not unless your team chooses that. Every email, CRM note, and task starts out waiting for your OK in your Feed. Later you can let the actions you trust run on their own.
Ready to connect Otter?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.