The ShareBuilder Assistant is expanding its meeting intelligence ecosystem with a new Connector that brings Otter.ai directly into the Assistant Skills platform. With the Otter.ai Connector, media teams can connect meeting transcripts, summaries, action items, insights, and conversation history to the workflows that manage follow-up, account planning, seller coaching, and revenue coordination.
About Otter.ai
Otter.ai is an AI meeting assistant and transcription platform that helps teams record meetings, generate live transcripts, create meeting summaries, identify action items, organize conversations, and collaborate around what was discussed.
For media organizations, that matters because important revenue context often starts in meetings. Client conversations, proposal reviews, pricing discussions, campaign check-ins, renewal calls, sales meetings, and manager one-on-ones all create decisions and follow-up that need to move into the systems where teams actually work.
This is the Otter.ai Connector
The Otter.ai Connector brings meeting-driven workflows directly into your Assistant Skills so meeting notes do not become another disconnected archive. Instead of asking teams to manually reread transcripts, extract next steps, write recaps, or remember who owns what, the Assistant can help turn meeting intelligence into coordinated follow-up.
That makes Otter.ai a strong fit for Skills that need to connect conversation history with the next action in the revenue process.
Turn conversations into follow-up
Meetings produce the clearest signals about what needs to happen next. A client asks for a revised proposal. A seller commits to send updated rates. A manager flags an account risk. A campaign team identifies a delivery issue. A pricing question needs escalation.
With Otter.ai connected, Skills can use meeting transcripts, summaries, action items, and insights as workflow inputs. The Assistant can help identify follow-up, prepare recaps, notify the right person, draft next-step communication, or connect meeting outcomes to CRM, email, Teams, reporting, and pricing workflows.
Support seller and manager discipline
Sales teams do not need more places to check. They need meeting outcomes to become visible, assigned, and acted on.
The Otter.ai Connector can help Skills bring meeting context forward after client calls, internal sales meetings, account reviews, and one-on-ones. A Skill could summarize what was discussed, identify open commitments, prepare manager coaching notes, flag stalled follow-up, or help sellers prepare for the next conversation.
That makes the Connector useful for workflows like:
- client-call recaps
- proposal follow-up
- renewal discussion summaries
- sales meeting action items
- manager one-on-one preparation
- campaign review next steps
- pricing or inventory discussion handoffs
- weekly follow-up digests
Connect meeting context to account context
A transcript can show what was said. A connected workflow can help determine what it means.
The Assistant can combine Otter.ai meeting context with ShareBuilder CRM, Pricing, Data Enrichment, Outlook, Teams, reporting, and other connectors to help teams understand the next step in context. That could mean connecting a client request to an open opportunity, tying a pricing question to a rate-card workflow, linking a meeting commitment to an account record, or escalating an unresolved issue to a manager.
The value is not just preserving the meeting. The value is using the meeting to move the account, deal, campaign, or revenue process forward.
Make meeting history easier to use
Meeting notes are only useful if teams can find and act on them later. Otter.ai helps organize conversations, summaries, action items, insights, and outlines. The Connector helps Assistant Skills use that information inside operational workflows.
A Skill could help prepare an account plan from recent meetings, identify unresolved action items across a team, summarize prior client conversations before a renewal call, or build a weekly management recap from sales and account meetings.
This gives media teams a more practical way to use meeting history as operating memory rather than another documentation burden.
Close the gap between discussion and execution
Meetings should create momentum. Too often they create cleanup.
With the Otter.ai Connector, Assistant Skills can help close the gap between discussion and execution by carrying meeting context into follow-up, review preparation, task coordination, account updates, and cross-team communication.
For media organizations, that is especially important because revenue work depends on coordination across sellers, managers, pricing, traffic, operations, and leadership. The Connector helps the Assistant keep meeting outcomes connected to the workflows that drive revenue decisions.
Assistant Skills
Skills are the workflows you train the ShareBuilder Assistant to run for your team. Create a Skill and the Assistant executes playbooks, coordinates processes, updates systems, and communicates across platforms automatically.
Availability
ShareBuilders plans to offer Assistant Skills in a limited beta preview to select customers in early Q2 2026, followed by broader availability shortly thereafter. Assistant Skills will be sold as a standalone product with predictable pricing using a single flat fee rather than per-step, per-user, or per-workflow charges.
For more information
To learn more about ShareBuilder Assistant Skills, request beta access, or discuss adding your application to the Skills Connector Marketplace, visit https://www.share-builders.com/assistant/skills/ or contact ShareBuilders at:
chris.koller@share-builders.com
About ShareBuilders
ShareBuilders delivers a media-focused sales platform that includes Pricing, CRM, Data Enrichment, and workflow automation. Built specifically for media organizations, ShareBuilders helps teams manage pipelines, activity, and performance with secure cloud access and mobile tools designed for sellers on the go.
