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of 4— Set up Otter.ai on your executive's phone
What you'll accomplish
By the end of this guide, your executive will be able to record quick voice instructions from their phone (while commuting, between meetings, or traveling), and you'll receive a clean, structured task list — automatically transcribed and organized — within minutes.
What you'll need
- Otter.ai accounts for both you and your executive (free at otter.ai)
- Your executive's smartphone (iOS or Android)
- 15 minutes to set up and brief your executive on the workflow
- Time needed: 15 minutes setup
- Cost: Free (300 min/month per account)
How-To Guide: Capture Executive Instructions with Voice Memos
Step 1: Set up Otter.ai on your executive's phone
Download the Otter.ai app on your executive's smartphone (iOS: App Store; Android: Google Play). Log in with the same account you use for meeting transcription, or create a separate personal account.
What they should see: A home screen with a large red recording button.