Documentation
Everything you need to get the most out of OTLDR.
Getting Started
Quick Start
Sign up at app.otldr.com and create your first workspace. A workspace is your team's home — all members, series, and conversations live here. Once inside, create a series for your first recurring conversation (e.g. "Dev Team Weekly"), then click "Start Session" to begin recording.
Creating Your First Session
Inside a series, click the "New Session" button. OTLDR will request microphone access for real-time transcription. Speak naturally — the AI transcribes in real time. When the conversation ends, click "End Session" and the AI will generate a structured summary with action items within seconds.
Understanding Series
Series represent recurring conversation topics — not one-off sessions. Examples: "Dev Team Weekly", "Customer: GlobalBank", "1:1 Minjun". Each series accumulates context across all its conversations, so your AI summaries get smarter over time. Create one series per recurring conversation type.
Core Features
AI Summaries
After each conversation, OTLDR generates a structured summary including key discussion points, decisions made, and open questions. Summaries are customizable via templates — you can define exactly what sections the AI should include (e.g., "Risk Items", "Next Steps", "Customer Feedback").
Action Items
The AI automatically extracts action items from the conversation transcript. Each item includes the responsible person, description, and implied deadline when mentioned. Action items are tracked per session and can be marked complete directly from the detail view.
Series Context Engine
OTLDR's context engine accumulates knowledge at the series level. After each conversation, the AI updates a running context summary for the series — tracking recurring topics, decision history, and participant patterns. This context is automatically included in future summaries, making them more relevant and accurate over time.
Settings & Administration
AI Provider Setup
OTLDR supports Claude (Anthropic), GPT-4o (OpenAI), and Gemini (Google). Navigate to Workspace Settings → AI Configuration to enter your API key and select a provider. Your key is stored securely and used only for generating summaries within your workspace.
Team & Workspace Management
Invite team members via email from Workspace Settings → Members. Roles: Owner (full access), Admin (manage members and settings), Member (create conversations and series). Members can only access series within their workspace.
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