Otter.ai
Otter.ai is a meeting transcription and AI note-taking tool that joins your video calls automatically, transcribes everything in real time, and produces a searchable summary. It is designed for operators who spend significant time in meetings and want an accurate record without dedicating mental energy to note-taking during the conversation.
What it is
Otter.ai is a web and mobile application that connects to Zoom, Google Meet, and Microsoft Teams via a calendar integration. When a meeting starts, an “OtterPilot” bot joins and transcribes the conversation, attributes speech to individual speakers, and generates a summary with action items after the call ends. Transcripts are searchable, shareable, and can be exported. It also works as a standalone recorder for in-person conversations via the mobile app.
What it’s best at
- Automatically joining scheduled video calls and transcribing without any manual setup
- Identifying and attributing speech to named participants (speaker diarization)
- Generating post-meeting summaries and pulling out action items
- Creating a searchable archive of all your meeting conversations
- Allowing participants to read along live if they join via the shared Otter link
How operators use it
A consultant who runs several client calls per week uses Otter to stay fully present in conversations without worrying about taking notes. After each call they review the AI summary, verify the action items, and paste them directly into their project management tool. A small agency uses shared Otter transcripts as the source of truth for client briefs—everyone on the team can search for what a client said in any call over the past year. An operator who records sales calls uses the transcripts to coach on objection handling and spot patterns across conversations.
Getting started & pricing
The free tier provides 300 minutes of transcription per month and up to three imports. The Pro plan ($16.99/month billed annually per user) gives 1,200 minutes per month, advanced summary features, and the ability to add custom vocabulary for proper nouns and industry terms. The Business plan ($30/month per user) adds team features, admin controls, and higher import limits. Transcription quality is strong for standard English; quality drops with heavy accents, crosstalk, or poor audio. The custom vocabulary feature helps significantly for jargon-heavy industries.
Bottom line
Otter.ai is a reliable, low-setup solution for meeting transcription. If your biggest friction point is keeping track of what was decided and agreed in calls, it solves that problem for a modest monthly cost. Its main competition at the low end is Fathom, which some users prefer for its cleaner summary UX. Otter has the edge in standalone recording (in-person use), the mobile app, and longer-term archive search. Either tool is a significant upgrade over manual note-taking for operators doing five or more calls per week.
Want to actually put this to work? SMBOS members get follow-along walkthroughs and a community of operators.