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AI ProductivityFreemium
Otter.ai
Complete Setup Guide & Tutorial
AI meeting transcription with real-time notes and automated summaries.
1 min read
Setup: 5-10 minutes
3 Steps
Quick Info
Pricing
Free: 300 min/month. Pro: $8.33-16.99/month (1,200 min). Business: $20-30/month (6,000 min). Enterprise: Custom.
Requirements
- Email address
- Web browser
- Calendar integration (optional)
- Meeting platform (Zoom, Teams, Meet)
Overview
Otter.ai provides 95% accurate meeting transcription in real-time. Features OtterPilot AI meeting assistant, automated summaries with action items, speaker identification, Otter AI Chat for Q&A, and deep CRM integration.
Step-by-Step Setup Guide
1
Create Account
Sign up at otter.ai
- Visit otter.ai
- Click Get Started
- Create account
- Connect calendar
2
Connect Meetings
Integrate with meeting platforms
- Connect Zoom, Teams, or Meet
- Enable OtterPilot for auto-join
- Configure transcript settings
3
Use Transcription
Start capturing meetings
- OtterPilot joins automatically
- Or record manually with app
- Review transcripts after meeting
Core Features & Capabilities
Real-time Transcription
95% accurate live transcription
How to use: OtterPilot joins meetings, transcribes live
Use cases:
MeetingsInterviewsLectures
Automated Summaries
AI-generated meeting summaries
How to use: After meeting, view auto-generated summary and action items
Use cases:
Meeting documentationFollow-upTeam updates
Otter AI Chat
Q&A about transcripts
How to use: Ask questions about meeting content
Use cases:
Information retrievalFollow-up researchKey point extraction
Best Use Cases
Sales calls
Team meetings
Interviews
Lectures
Legal documentation
Pro Tips & Best Practices
- Connect calendar for automatic transcription
- Use speaker identification for clarity
- Otter AI Chat for quick info retrieval
- Export to CRM for sales follow-up
- Custom vocabulary improves accuracy
Integrations & Compatibility
Otter.ai works seamlessly with these tools and platforms:
ZoomGoogle MeetMicrosoft TeamsSalesforceHubSpotSlackDropbox
Limitations & Considerations
- Minute limits on tiers
- Accuracy varies with audio quality
- Some features require higher plans
- Language support limited