How to Use Otter.ai
Step-by-step beginner-level guide covering 5 essential steps for how to use otter.ai. Includes tips for otter-ai and fireflies-ai and common troubleshooting solutions.
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In This Guide
Create account
Sign up at otter.ai. Free tier available. This step covers create account, an essential part of the how to use otter.ai process.
Connect calendar
Link to auto-join scheduled meetings. This step covers connect calendar, an essential part of the how to use otter.ai process.
Record or import
Record live or upload audio files. This step covers record or import, an essential part of the how to use otter.ai process.
Review transcript
Read, search, highlight key points. This step covers review transcript, an essential part of the how to use otter.ai process.
Share summaries
Export or share with team. This step covers share summaries, an essential part of the how to use otter.ai process.
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Pro Tips
- Connect calendar
- Use mobile for in-person
- Search past conversations
- Export summaries
Tools Mentioned in This Guide
Otter.ai
Otter.ai is a meeting tool offering Live transcription, Meeting summaries, Speaker ID. Built for Professionals and Students, it provides with a free tier available. AI meeting assistant that transcribes and summarizes conversations.
MeetingFireflies.ai
Fireflies.ai is a meeting tool offering CRM integration, Conversation intelligence, Analytics. Built for Sales teams and Recruiters, it provides with a free tier available. AI meeting assistant with CRM integration and conversation intelligence.
MeetingFathom
Fathom is a meeting tool offering Free transcription, Highlights, Summaries. Built for Individuals and Small teams, it provides with a free tier available. Free AI meeting assistant that records, transcribes, and summarizes.
MeetingTl;dv
Tl;dv is a meeting tool offering Video clips, AI summaries, Timestamps. Built for Remote teams and Sales, it provides with a free tier available. Meeting recorder that creates shareable video clips with AI summaries.
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