--- title: "Connect Gridfox and Otter.ai - APIANT.ai" description: "When \"Record Created\" fires in Gridfox, your agent runs \"Create Conversation From File\" in Otter.ai." canonical: "https://apiant.ai/connect/gridfox-to-otter-ai" --- # Connect Gridfox and Otter.ai When **Record Created** fires in [Gridfox](https://apiant.ai/connections/gridfox), your agent runs **Create Conversation From File** in [Otter.ai](https://apiant.ai/connections/otter-ai), or **New Conversation** in Otter.ai to **Add record** in Gridfox. Describe the whole flow and it is built, tested on every scenario and kept running. Gridfox **2** triggers Gridfox **9** actions Otter.ai **1** trigger Otter.ai **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Gridfox and Otter.ai to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Gridfox and Otter.ai can do together ### From Gridfox to Otter.ai - When **Record Created** in Gridfox then **Create Conversation From File** in Otter.ai - When **Record Created or Updated** in Gridfox then **Get Conversation** in Otter.ai ### From Otter.ai to Gridfox - When **New Conversation** in Otter.ai then **Add record** in Gridfox - When **New Conversation** in Otter.ai then **Update record** in Gridfox Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Gridfox and Otter.ai ## Triggers and actions 3 triggers · 14 actions - Trigger **Record Created** Triggers when a new record is created. - Trigger **Record Created or Updated** Fires when a record in the chosen Gridfox table is created or updated. - Action **Add record** Create a record in a table. - Action **Add user** Add a user to the project. - Action **Delete record** Delete a record. - Action **Find records** Search records in a table by search parameters. - Action **Get record** Get a record by reference field value. - Action **Get record audit** Get audit history for a record. - Action **List tables** List tables in the project. - Action **List User Groups** lists the project's user groups with their member users (id, email). - Action **Update record** Update a record by reference field value. - Trigger **New Conversation** Triggers when a new conversation appears in your Otter account, optionally limited to one channel. - Action **Create Conversation From File** Creates an Otter conversation from an audio or video file at a URL, such as a call recording from a dialer. - Action **Get Conversation** Returns a conversation's details and summary, with optional action items, insights, outline and transcript. - Action **Get Conversation Audio** Returns the MP3 download link for a conversation's audio. - Action **Get Workspace** Returns your Otter workspace's details, including its ID, name, owner and member count. - Action **Get Workspace Analytics** Returns workspace usage for a date range: transcribed minutes, conversation counts, seats and per-member usage. ## Each app on its own - [ **Gridfox** Manage your work, your way with Gridfox. The tool for team collaboration that helps you build custom...](https://apiant.ai/connections/gridfox) - [ **Otter.ai** Otter.ai is an AI-powered transcription service that converts speech to text in real-time, facilitating...](https://apiant.ai/connections/otter-ai) Reviews ## What our customers say ## More from Gridfox - [ **Gridfox to Checkly** Synthetic monitoring platform for uptime, API, and browser checks with alerting and status pages.](https://apiant.ai/connect/gridfox-to-checkly) - [ **Gridfox to Jungle Grid** GPU orchestration platform that runs AI inference/training jobs by intent without managing GPU providers.](https://apiant.ai/connect/gridfox-to-jungle-grid) - [ **Gridfox to Less Annoying CRM** Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price.](https://apiant.ai/connect/gridfox-to-less-annoying-crm) - [ **Gridfox to Memsource** Translation management system for automating localization workflows, machine translation, and multilingual...](https://apiant.ai/connect/gridfox-to-memsource) - [ **Gridfox to Octopus Deploy** Continuous deployment platform that automates and orchestrates software releases across servers, Kubernetes...](https://apiant.ai/connect/gridfox-to-octopus-deploy) - [ **Gridfox to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gridfox-to-hubspot) ## More into Otter.ai - [ **HubSpot to Otter.ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-otter-ai) - [ **Google Sheets to Otter.ai** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-otter-ai) - [ **Gmail to Otter.ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-otter-ai) - [ **Google Calendar to Otter.ai** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-otter-ai) - [ **Google Drive to Otter.ai** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-otter-ai) - [ **Mailchimp to Otter.ai** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-otter-ai) Questions ## Gridfox and Otter.ai, answered ### ### What can start an automation from Gridfox? Any of Gridfox's 2 triggers in the catalog, including Record Created and Record Created or Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Otter.ai when something happens in Gridfox? Any of Otter.ai's 5 actions, including Create Conversation From File, Get Conversation, Get Conversation Audio and Get Workspace. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Otter.ai to Gridfox? Yes. When something happens in Otter.ai, your agent can act in Gridfox too. This page covers both directions: Otter.ai's triggers and Gridfox's actions are listed here as well. ### ### Do I have to build a connector for Gridfox or Otter.ai? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Gridfox and Otter.ai without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.