What you'll accomplish
By the end of this guide, you'll have Otter.ai automatically joining your executive's Zoom and Microsoft Teams meetings, transcribing the conversation, and producing a summary with action items — ready within minutes of each meeting ending. You'll spend 5 minutes reviewing instead of 45 minutes taking notes.
What you'll need
- An Otter.ai account (free at otter.ai — 300 minutes/month; Pro plan $17/mo for unlimited)
- Your Zoom or Microsoft Teams login credentials
- Access to your executive's calendar (to set up the calendar sync)
- Time needed: 30 minutes to set up; automatic after that
- Cost: Free (300 min/month) or $17/month for Pro
How-To Guide: Automatic Meeting Transcription and Action Items
Step 1: Create your Otter.ai account
Go to otter.ai and sign up with your work email. Use the Google or Microsoft sign-in option if your organization uses those — it makes the calendar sync simpler in the next step.
What you should see: Your Otter.ai home dashboard with a blue "Start recording" button and a conversations panel.
Troubleshooting: If you get an error on Microsoft sign-in, try creating an account with email/password first.