of 6— Set up Otter.ai (see the Otter.ai setup guide for full details)

What you'll accomplish

By the end of this guide, you'll have a two-tool workflow that turns every client call into: (1) a searchable transcript, (2) a 5-bullet meeting summary, and (3) a professional follow-up email — automatically. What used to take 30–40 minutes of post-call work takes 5 minutes.

What you'll need

Otter.ai account (free or Pro)
ChatGPT account (free works)
Time needed: 25 minutes to set up; 5 min of work per call after that
Cost: Free (Otter.ai free + ChatGPT free) / $17–20/mo for Pro tiers

How-To Guide: Build a Client Call Documentation Workflow with Otter.ai + ChatGPT

Step 1: Set up Otter.ai (see the Otter.ai setup guide for full details)

If you haven't set up Otter.ai yet, follow the companion guide "Transcribe and Summarize Client Calls with Otter.ai" first. Come back once you can record and get summaries.