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Otter.ai

Otter.ai provides real-time meeting transcription, automated notes, and AI-generated summaries, integrating with popular video conferencing tools and CRMs.
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Otter.ai

What is Otter.ai?

Otter.ai is an AI Meeting Assistant application that provides real-time transcription, automated note-taking, and AI-generated summaries for meetings. It offers features such as real-time transcription across platforms like Zoom, Google Meet, and Microsoft Teams, automatic extraction of action items, and integration with CRM systems like Salesforce and Hubspot for seamless workflow management. Users can access Otter.ai on the web, iOS, or Android devices, enabling them to manage meetings from anywhere. The application also includes OtterPilot for Sales, designed to extract Sales Insights, write follow-up emails, and enhance collaboration for businesses, schools, media, and sales teams. Otter.ai offers various pricing plans, including a discount for individual students and teachers using specific email addresses. Notable features of Otter.ai include real-time transcription, AI Meeting Summaries, integration with CRM systems, and compatibility with popular video conferencing tools like Zoom, Google Meet, and Microsoft Teams.

Who created Otter.ai?

Otter.ai was founded by Sam Liang. The company revolutionizes meeting management with its AI Meeting Assistant, offering real-time transcription, automated note-taking, and AI-generated summaries to enhance productivity. Otter.ai integrates with CRM platforms, like Salesforce and Hubspot, through features such as OtterPilot for Sales. The service is compatible with popular video conferencing tools such as Zoom, Google Meet, and Microsoft Teams, catering to various industries like businesses, schools, media, and sales teams.

What is Otter.ai used for?

  • Automated meeting notes and summaries with action items using OtterPilot
  • Real-time transcription of meetings across platforms like Zoom, Google Meet, and Microsoft Teams
  • Extraction of action items from meetings for better productivity
  • Generation of concise and informative meeting summaries
  • Integration with CRM platforms like Salesforce and Hubspot for seamless workflow
  • Capturing slides, identifying action items, and creating AI-generated summaries
  • Enhancing communication and collaboration for businesses, schools, media, and sales teams
  • Real-Time Transcription during meetings across platforms like Zoom, Google Meet, and Microsoft Teams
  • Automated extraction of action items from meetings
  • AI-generated meeting summaries for efficient communication
  • Integration with CRM platforms like Salesforce and Hubspot for seamless workflows
  • Enhancing communication and collaboration in businesses, schools, media, and sales teams
  • Capturing slides during meetings
  • Identifying and assigning action items to teammates
  • Advanced search, export, and playback features for better collaboration
  • Automatically capturing and summarizing meeting discussions in real-time
  • Creating custom vocabulary and tagging speakers for improved team collaboration
  • Automatic extraction and assignment of action items from meetings
  • Integration with CRM platforms like Salesforce and Hubspot through OtterPilot for Sales
  • Chat live with Otter and teammates using Otter AI Chat
  • Add teammates to your workspace for better collaboration
  • Shared custom vocabulary, tag speakers, and assign action items to teammates in Pro and Business plans
  • Advanced search, export, and playback features
  • Automatic extraction and assignment of action items from meetings for better productivity
  • Integration with CRM systems like Salesforce and Hubspot for streamlined workflows
  • Chat tool for extracting information and creating follow-up content easily
  • Revolutionizing how people and teams manage meetings with powerful AI Meeting Assistant
  • Streamlining workflows and boosting productivity across business functions
  • Perfect for communication and collaboration with compatibility with popular platforms like Zoom, Google Meet, and Microsoft Teams

Who is Otter.ai for?

  • Sales professionals
  • Business professionals
  • School professionals
  • Media professionals
  • Collaboration-enhancing professionals
  • Schools and educators
  • Sales teams
  • Teams in various industries like business, sales, media, and education

How to use Otter.ai?

To use Otter.ai efficiently, follow these steps:

  1. Sign up for an account on Otter.ai.
  2. Access Otter.ai on the web or download the app on iOS or Android devices for flexibility.
  3. Use Otter's AI Meeting Assistant to get real-time transcription, automated note-taking, and AI-generated summaries during meetings.
  4. Utilize the real-time transcription feature to transcribe meetings across platforms like Zoom, Google Meet, and Microsoft Teams.
  5. Extract action items automatically from meetings for better productivity.
  6. Generate concise meeting summaries with important information to save time and keep everyone informed.
  7. Integrate OtterPilot for Sales to push call notes to CRM platforms like Salesforce and Hubspot for seamless workflow integration.
  8. Collaborate with Otter AI Chat to extract information and create follow-up content easily.
  9. Take advantage of features like advanced search, export, and playback for enhanced productivity.
  10. Explore the different pricing plans available for Basic, Pro, Business, and Enterprise options tailored to your needs.

By following these steps, you can effectively use Otter.ai for meeting transcription, note-taking, and collaboration, enhancing communication and productivity in a variety of settings.

Pros
  • Organization-wide deployment and advanced security controls for enterprises
  • AI meeting summaries
  • Integration with CRM (OtterPilot for Sales)
  • Ability to transcribe meetings across multiple platforms
  • Enhanced productivity through automated action item capture
  • Concise meeting summaries for time-saving and information sharing
  • Compatibility with popular platforms like Zoom, Google Meet, and Microsoft Teams
  • Streamlining workflows and boosting productivity for businesses and sales teams
  • Handy tool for extracting information and creating follow-up content easily
  • Enhanced collaboration through shared custom vocabulary and action item assignments
Cons
  • Limited custom vocabulary (5 terms for Basic plan)
  • Limited recording and playback options from built-in mic, Bluetooth, and AirPods
  • Limited custom vocabulary for team and per user accounts
  • No live transcription via RTMP (additional fees apply)
  • No integrated live notes and captioning for Zoom for Basic and Pro plans
  • No automatic sync of audio/video files from Dropbox for Basic plan

Otter.ai Pricing and plans

Paid plans start at $13.59/month and include:

  • AI Meeting Assistant
  • Real-Time Transcription
  • Extract Action Items
  • AI Meeting Summaries
  • Integration with CRM
  • AI Chat

Otter.ai FAQs

What is Otter.ai?
Otter.ai is an AI Meeting Assistant application that provides real-time transcription, automated note-taking, and AI-generated summaries for meetings.
Does Otter.ai integrate with popular video conferencing tools?
Yes, Otter.ai’s real-time transcription service works with Zoom, Google Meet, and Microsoft Teams, among other platforms.
How does Otter.ai extract action items and summaries?
Otter.ai uses OtterPilot to extract action items and generate meeting summaries automatically.
What is OtterPilot for Sales and what does it do?
OtterPilot for Sales, a feature within Otter.ai, is designed to extract Sales Insights, write follow-up emails, and integrate with Salesforce and Hubspot CRM.
How can users access Otter.ai?
Otter.ai can be used on the web, iOS, or Android devices, providing flexibility for users to manage meetings from anywhere.

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Otter.ai reviews

How would you rate Otter.ai?
What’s your thought?
Liam Khan
Liam Khan February 19, 2025

What do you like most about using Otter.ai?

I love the real-time transcription feature. It accurately captures everything said during meetings, which has significantly improved our record-keeping.

What do you dislike most about using Otter.ai?

Sometimes the integration with Zoom can lag if the internet connection is weak, but it's relatively rare.

What problems does Otter.ai help you solve, and how does this benefit you?

Otter has eliminated the need for manual note-taking, allowing me to focus on discussions. This has improved my productivity and ensured I never miss important points.

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Aisha Patel
Aisha Patel February 14, 2025

What do you like most about using Otter.ai?

The AI-generated summaries are a game changer. They help me quickly review what was discussed without going through lengthy notes.

What do you dislike most about using Otter.ai?

The free plan is somewhat limited in terms of features, but the paid version is worth it for the productivity gains.

What problems does Otter.ai help you solve, and how does this benefit you?

It helps me track action items effectively. I can follow up on tasks without having to sift through notes, which saves a lot of time.

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Carlos Fernandez
Carlos Fernandez January 18, 2025

What do you like most about using Otter.ai?

The seamless integration with Salesforce is fantastic. It helps in maintaining a smooth workflow without switching between apps.

What do you dislike most about using Otter.ai?

The mobile app sometimes has syncing issues, but it doesn't happen frequently.

What problems does Otter.ai help you solve, and how does this benefit you?

Otter has streamlined our meeting processes. We can easily access past meetings and summaries, which has improved our team's overall communication.

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