Complete guide to Otter.ai

Getting started

Go to otter.ai and create an account; the free plan gives you 300 minutes of transcription per month with a 30-minute limit per conversation. Set up your Meeting Agent (OtterPilot) to automatically join your Zoom, Microsoft Teams, or Google Meet video calls. During the meeting, it generates live notes visible to all participants, and when it ends, it produces a structured summary with key points and resulting tasks, without anyone having to take notes manually.

Use cases

Advanced setup

1. Schedule the Meeting Agent
   Set it up to automatically join all your Zoom, Teams, or Google Meet meetings based on your calendar, without having to activate it manually each time.
2. Otter AI Chat
   Ask directly about the content of your past meetings and connected apps to create follow-ups, reports, or new content based on that information.
3. Plan limits
   The free Basic plan gives you 300 minutes/month with a 30-minute cap per conversation; Pro (around $8-17/month) extends this to 1,200 minutes and 90 minutes per call; Business removes the total minutes cap.
4. CRM integrations
   Connect Otter with Salesforce or HubSpot to automatically sync meeting insights with your customer records.

Tips

• Schedule the Meeting Agent once in your calendar instead of activating it manually before every call: it will join automatically from then on.
• Use Otter AI Chat to find specific information mentioned in old meetings instead of rereading full transcripts.
• If you have a lot of long meetings, check your plan's per-call minute limit: the free plan cuts off at 30 minutes per conversation.
• Connect Otter with your CRM if you work in sales: it saves you from manually copying the key points of every customer call.

FAQ