--- title: "Connect Otter.ai to Workflowy - APIANT.ai" description: "When \"New Conversation\" fires in Otter.ai, your agent runs \"Create Bullet\" in Workflowy." canonical: "https://apiant.ai/connect/otter-ai-to-workflowy" --- # Connect Otter.ai to Workflowy When **New Conversation** fires in [Otter.ai](https://apiant.ai/connections/otter-ai), your agent runs **Create Bullet** in [Workflowy](https://apiant.ai/connections/workflowy). Describe the whole flow and it is built, tested on every scenario and kept running. Otter.ai **1** trigger Otter.ai **5** actions Workflowy **10** 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 Workflowy 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 Workflowy - When **New Conversation** in Otter.ai then **Create Bullet** in Workflowy - When **New Conversation** in Otter.ai then **Update a bullet** in Workflowy 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 Workflowy ## Triggers and actions 1 trigger · 15 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 **Complete a bullet** Marks an existing Workflowy bullet as complete. Give it the bullet's ID; Workflowy checks the bullet off in place. - Action **Create Bullet** Creates a new bullet in Workflowy, optionally under a parent bullet, with its text, note, layout and position. - Action **Delete a bullet** Deletes a bullet from Workflowy by its ID, along with anything nested under it. - Action **Export all bullets** Returns the entire Workflowy outline for the account — every bullet with its text, note and nested children. Workflowy allows one export per minute. - Action **Get a bullet** Returns one Workflowy bullet by its ID, including its text, note, parent, completion state and timestamps. - Action **List bullets** Lists Workflowy bullets — the children of a given bullet, or the top-level bullets when no parent is given. - Action **List targets** Lists the saved target locations in Workflowy — the places this connection is allowed to add bullets to. - Action **Move a bullet** Moves a Workflowy bullet under a different parent bullet, optionally at a specific position among its new siblings. - Action **Uncomplete a bullet** Un-checks a completed Workflowy bullet, putting it back to not-done. - Action **Update a bullet** Updates an existing Workflowy bullet's text, note or layout. Anything left blank is left as it is. ## 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) - [ **Workflowy** Workflowy is the place to collect your ideas, develop them, share them, and turn them into reality.](https://apiant.ai/connections/workflowy) 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 Workflowy - [ **Outlook to Workflowy** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/outlook-to-workflowy) - [ **Twist to Workflowy** Twist keeps your conversations on-topic and in one place.](https://apiant.ai/connect/twist-to-workflowy) - [ **HubSpot to Workflowy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workflowy) - [ **Salesforce to Workflowy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workflowy) - [ **Slack to Workflowy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workflowy) - [ **Google Sheets to Workflowy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-workflowy) Questions ## Otter.ai and Workflowy, 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 Workflowy when something happens in Otter.ai? Any of Workflowy's 10 actions, including Create Bullet, Update a bullet, Complete a bullet and Export all bullets. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Workflowy to Otter.ai? Workflowy has no triggers in the catalog today, so automations start in Otter.ai. If you need the other direction, ask: your agent reads Workflowy's API documentation and adds it. ### ### Do I have to build a connector for Otter.ai or Workflowy? 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 Workflowy 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.