of 6— Create your Otter.ai account

What you'll accomplish

By the end of this guide, you'll have Otter.ai set up to automatically transcribe and summarize your client calls — so instead of taking notes during meetings or spending 30 minutes writing them up afterward, you'll have a searchable transcript and AI-generated action item list waiting for you within minutes of hanging up.

What you'll need

A smartphone or computer for client calls (phone, Zoom, Teams, or any call platform)
An Otter.ai account (free version works; Pro adds more features)
Time needed: 20 minutes setup; zero ongoing time per meeting
Cost: Free (600 min/month) / $17/mo Pro (unlimited)

How-To Guide: Transcribe and Summarize Client Calls with Otter.ai

Step 1: Create your Otter.ai account

Go to otter.ai and click "Sign Up Free." Use your work email. Choose the free plan to start — you can upgrade to Pro later if you find yourself hitting the 600-minute monthly limit.

What you should see: A clean dashboard with a big "Record" button in the center.