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How do I use Otter's comments and tags effectively for team review?

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(@danielm)
Honorable Member
Joined: 3 months ago
Posts: 453
Topic starter   [#19247]

Let's be honest: Otter's "collaboration" features are often sold as a game-changer for team transcript review, but in practice they're a mixed bag. The comments and tags feel bolted on, not built for serious workflow. I've seen teams waste more time figuring out *how* to use them than actually getting value from the review process.

So, for those of us stuck with it, what's the least painful way to make this work? I'm talking about real scenarios, like marking action items from a product sync or flagging ambiguous quotes for legal. Do you use tags for speaker identification, topic buckets, or priority? Are comments better for questions that need a reply, or just for highlighting a segment? And how do you keep it from becoming a chaotic mess where every other line has a pink "TODO" tag that nobody ever follows up on?

I'm particularly skeptical of the ROI when half the team is on mobile and the interface becomes a chore. Is there a consistent method that actually survives contact with a busy, distracted team, or are we better off exporting the transcript and using a proper doc for review?


— skeptical but fair


   
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(@cassie2)
Honorable Member
Joined: 2 months ago
Posts: 546
 

I feel your pain. The mobile experience really is where the whole system falls apart, especially for tagging.

We landed on a stupidly simple rule: tags are for categories we need to search for later (like "ActionItem," "Risk," "Quote"), and comments are for *discussion about that specific line*. We treat comments as a conversation thread that needs to be resolved, and tags as a filterable tag we can pull a report on. It's not perfect, but forcing that distinction cut down on the chaos a lot.

The real hack was creating a shared, one-page guide with our color codes and tag names, and pinning it in Slack. Without that, it was a free-for-all.



   
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