Dundie·Migration guideSample

This is a real guide, generated for an example user. Yours is built from a short interview about how you actually work — your saved prompts, your projects, your do-not-break workflows. Free during beta.

Sample · migration guide

How to move from Otter to Claude Cowork.

A step-by-step playbook to move Otter workflows into Claude Cowork — copy-ready, checkable, and checked against each tool’s own docs.

Prepared for: An example 3-person marketing team
Sources: 15 verified sources

Start your Otter → Claude Cowork migration See what carries over

workflows covered

to confirm

Early

confidence

completed

5 steps, 3 paste-ready assets, 8 to confirm in Claude Cowork.

Workflows being migrated

Live meeting transcription
Post-call summary and action items
Searching past transcripts

Setup steps

Work through these in order. Check each off as you go; your progress is saved on this device.

Confirm a paid Claude plan and open CoworkConfirm in Claude CoworkConfirmed in Claude Cowork
Cowork is only available on paid Claude plans (Pro, Max, Team, or Enterprise) — free Claude users do not have access. Confirm your plan, then open the Claude Desktop app and use the mode selector at the top to switch from 'Chat' to 'Cowork' (Tasks). You'll see a sidebar for tasks, scheduled jobs, live artifacts, and the Customize menu.
Plans and pricingDesktop chat window
Complete the onboarding role pickerConfirm in Claude CoworkConfirmed in Claude Cowork
On first run, Cowork asks what role you have (sales, ops, marketing, etc.) and uses that to recommend a starter set of plugins, connectors, and Skills. Pick the role that best matches how you use meetings so Cowork suggests relevant tooling out of the box.

A few things to confirm

We flag these up front so nothing surprises you — a short list to double-check in Claude Cowork as you go.

8 items are flagged to confirm in Claude Cowork — check the menu paths and field names as you go.
**Two of your three workflows are HIGH criticality (live transcription, post-call summary), so this guide should go through human review before you rely on it for important meetings.** All Cowork capabilities cited here are provisional FPM data — verify each step in the UI before trusting it on a real call.

Paste-ready assets

Workflows from Otter, rewritten to paste straight into Claude Cowork.

promptLive meeting capture handoff (Zoom + Otter → Cowork)Live meeting transcriptionConfirm in Claude CoworkConfirmed in Claude Cowork

From Otter

Otter joins my video calls and transcribes them live so I can stay present.

Into Claude Cowork

I just finished a Zoom call. The exported transcript is in my connected "Meeting Transcripts" folder as the most recent file. Read it and:

1. Confirm which file you used (name + date).
2. Identify the speakers and the main topics discussed.
3. Give me a 3–5 sentence plain-language recap of what happened, in a friendly tone.

Keep it conversational — I want to read this fast right after the call.

Gotchas

Cowork does not auto-join live calls like Otter — keep using Otter/Zoom for live transcription, then export the file for Cowork to process.

Same-day walkthrough

## Otter → Claude Cowork: same-day migration **The big shift:** Otter is automatic and live — it joins your Zoom calls, transcribes in real time, and hands you summaries with zero file handling. Cowork is a desktop *agent* that works on files you give it. So your meetings split into two halves: **capture stays in Otter/Zoom**, and **synthesis, action items, and search move to Cowork** using exported transcripts. **Set up once (today):** 1. Confirm you're on a paid Claude plan and open the Desktop app, switching to Cowork mode. 2. Run the onboarding role picker so Cowork suggests relevant tooling. 3. Create and connect a local "Meeting Transcripts" folder. 4. Authorize the MCP connectors you need (Gmail/Slack for forwarding, Google Drive if recordings live there). **Your new daily rhythm:** - Let Otter transcribe your call live (unchanged — stay present). - After the call, export the transcript (TXT/DOCX) into the connected folder. - Run the **Post-call summary + action items** prompt → Cowork writes a team-ready .docx and drafts a forward message. - Weekly: use the **Search past transcripts** prompt to recover old decisions across everything in the folder. **⚠️ Gaps to flag:** - **No native live auto-join in Cowork.** The FPM data shows no Zoom auto-join connector for Cowork, so live transcription itself can't be fully replaced — keep Otter (or Zoom's own transcription) for capture. This is the main behavioral change. - **Search scope is narrower.** Otter AI Chat searches your entire cloud meeting history; Cowork only searches transcripts you've exported into the folder. Build the export habit or you'll lose searchability of older meetings. - **Summary formatting isn't automatic.** Otter's summary/action-item format is built in; in Cowork you must supply a template (consider saving it as a Skill for consistency). **Two of your three workflows are HIGH criticality (live transcription, post-call summary), so this guide should go through human review before you rely on it for important meetings.** All Cowork capabilities cited here are provisional FPM data — verify each step in the UI before trusting it on a real call.

Your turn

This sample was built for an example user. Yours gets built around how you work.

A 15–25 minute interview captures your workflows, then the guide is generated for you — same structure, your prompts, your projects, your gotchas. Nothing in your stack is changed or cancelled by any of it.

Start your Otter → Claude Cowork migration See what carries over