How to use Otter.ai to capture and act on meeting information [94]

Missed meeting information costs businesses time and money. Otter.ai solves this.

How it works: Otter.ai transcribes your meetings in real time — in-person, Zoom, Teams, or Google Meet.

Post-meeting workflow:

  1. Otter generates a transcript and summary automatically
  2. Copy the summary into Claude or ChatGPT
  3. Prompt: ‘Extract all action items from this meeting transcript. Format as: [task] — [owner] — [deadline].’
  4. Paste action items into your project management tool

Client meetings: Otter creates a complete record of client commitments and requests — reduces disputes and ensures nothing falls through the cracks.

Note: Inform meeting participants that you are recording and transcribing.