--- title: "Connect Otter.ai to Geckoboard - APIANT.ai" description: "When \"New Conversation\" fires in Otter.ai, your agent runs \"Create or Update Dataset\" in Geckoboard." canonical: "https://apiant.ai/connect/otter-ai-to-geckoboard" --- # Connect Otter.ai to Geckoboard When **New Conversation** fires in [Otter.ai](https://apiant.ai/connections/otter-ai), your agent runs **Create or Update Dataset** in [Geckoboard](https://apiant.ai/connections/geckoboard). Describe the whole flow and it is built, tested on every scenario and kept running. Otter.ai **1** trigger Otter.ai **5** actions Geckoboard **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 Otter.ai and Geckoboard 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 Otter.ai can start in Geckoboard - When **New Conversation** in Otter.ai then **Create or Update Dataset** in Geckoboard - When **New Conversation** in Otter.ai then **Append Dataset Data** in Geckoboard 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 Otter.ai and Geckoboard ## Triggers and actions 1 trigger · 10 actions - 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. - Action **Append Dataset Data** Appends records to a dataset, keeping the most recent rows. - Action **Create or Update Dataset** Creates a new dataset or updates the schema of an existing one. - Action **Delete Dataset** Deletes a dataset and all of its data. - Action **Replace Dataset Data** Replaces all data in a dataset with the provided records. - Action **Verify API Key** Verifies the Geckoboard API key by hitting the root endpoint. Read-only. ## Each app on its own - [ **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) - [ **Geckoboard** Geckoboard is a dashboard tool for displaying KPIs and live business metrics on TV dashboards.](https://apiant.ai/connections/geckoboard) Reviews ## What our customers say ## More from Otter.ai - [ **Otter.ai to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/otter-ai-to-salesforce) - [ **Otter.ai to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/otter-ai-to-slack) - [ **Otter.ai to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/otter-ai-to-stripe) - [ **Otter.ai to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/otter-ai-to-shopify) - [ **Otter.ai to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/otter-ai-to-quickbooks-online) - [ **Otter.ai to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/otter-ai-to-pipedrive) ## More into Geckoboard - [ **HubSpot to Geckoboard** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-geckoboard) - [ **Salesforce to Geckoboard** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-geckoboard) - [ **Slack to Geckoboard** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-geckoboard) - [ **Mailchimp to Geckoboard** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-geckoboard) - [ **Shopify to Geckoboard** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-geckoboard) - [ **Pipedrive to Geckoboard** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-geckoboard) Questions ## Otter.ai and Geckoboard, answered ### ### What can start an automation from Otter.ai? Any of Otter.ai's 1 trigger in the catalog, including New Conversation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Geckoboard when something happens in Otter.ai? Any of Geckoboard's 5 actions, including Create or Update Dataset, Append Dataset Data, Replace Dataset Data and Verify API Key. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Geckoboard to Otter.ai? Geckoboard has no triggers in the catalog today, so automations start in Otter.ai. If you need the other direction, ask: your agent reads Geckoboard's API documentation and adds it. ### ### Do I have to build a connector for Otter.ai or Geckoboard? 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 Otter.ai and Geckoboard 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.