AI-assisted workflow

Otter.ai

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Transcribe meetings, review action items, and ask AI Chat for a follow-up draft.

Overview

Best forIndividuals and teams who need searchable meeting transcripts and can review AI-generated follow-ups before sending.

What you provide

  • Live meeting audio or a supported recording within the plan limits
  • Optional Google or Microsoft calendar connection
  • A prompt describing the follow-up you want to draft

What you get

  • Live transcripts, meeting summaries and action items
  • Searchable conversations and AI Chat answers
  • Follow-up text you can edit, copy and send

Setup & workflow

  1. Create and verify the account, then check the recording and sharing defaults.
  2. Record in the app, import an allowed recording, or connect the calendar for supported meeting capture.
  3. Review the transcript and ask AI Chat to draft the agreed next steps or follow-up email.
  4. Verify people and dates, edit the draft and send it through your email client.
Requirements & installation
  • An Otter account with a verified email address
  • Web, Mac, Windows, iOS or Android capture, or supported Zoom, Google Meet or Teams access
  • Permission to record or upload the meeting and sufficient plan capacity

Limits & review

  • The free minute, import, history and Chat limits can be too small for a busy meeting schedule.
  • A Chat reply is draft content; the documented sales-email flow asks you to copy it into email and send it.
  • The newer Chat and Work experience is rolling out gradually; connected-app actions depend on account availability and permissions.
  • Otter processes recordings in the cloud. Its privacy policy permits proprietary-model training on de-identified audio and transcripts; review data terms before sensitive use.

Your part

  • Confirm recording consent and review the calendar, recording and auto-sharing settings.
  • Correct names, commitments and deadlines in the transcript and action items.
  • Check and edit the Chat draft before copying it into email and sending.
When to consider another product

Guaranteed error-free minutes, unrestricted free long-meeting capture, or confidential conversations without approval for cloud processing.

Tasks & use cases1

Turn meetings into follow-ups

Otter's official Chat guide gives a follow-up-email drafting prompt and copy workflow; the catalog keeps draft generation separate from sending and Enterprise-only sales automation.

Prepare
Live meeting audio or a supported recording within the plan limits · Optional Google or Microsoft calendar connection · A prompt describing the follow-up you want to draft
Get
Live transcripts, meeting summaries and action items · Searchable conversations and AI Chat answers · Follow-up text you can edit, copy and send
Your part
Confirm recording consent and review the calendar, recording and auto-sharing settings. · Correct names, commitments and deadlines in the transcript and action items. · Check and edit the Chat draft before copying it into email and sending.
Plans & billing details

Monthly plans at a glance

Monthly billing shown. Promotional prices apply only to the stated period.

Basic
$0

300 shared transcription minutes monthly; 30-minute conversations, 3 lifetime imports and limited history/Chat.

Pro
$16.99/user/month

1,200 shared transcription minutes monthly, 90-minute conversations, 10 imports and unlimited history.

Business
$30/user/month standard

Unlimited in-app meeting recording, 4-hour conversations, 6,000 imported minutes monthly and team administration.

Enterprise
Contact sales

Enterprise access controls, API options and the Sales Insights follow-up feature; confirm contract terms.

Cost planning

  • Annual effective prices are Pro $8.33/user/month and Business $19.99/user/month, billed annually. India-card offers shown on the page are separate regional promotions.
  • The displayed $24 Business monthly promotion applies to the first 3 months for first-time subscribers; the standard monthly price is $30.
  • Basic keeps the 25 most recent conversations accessible and includes 20 AI Chat queries monthly, with 3 per conversation.
  • Pro includes 1,200 monthly minutes, 90 minutes per conversation and 10 monthly imports. Business in-app recordings are unlimited, but imported-file transcription is capped at 6,000 minutes per user monthly.
  • The one-click Sales Insights follow-up feature is Enterprise-only; ordinary AI Chat can draft text within its plan allowance.

Published prices are a snapshot. Confirm billing cycle, taxes and current allowances with the provider.

Sources & verification7

This profile is based on official sources, not a hands-on product test.

Vendor descriptions and demos document advertised features. Editorial guidance is based on these sources.

  • Otter meeting product overviewotter.ai

    Meeting capture, summaries, action items, Chat follow-ups and bot-free desktop options.

  • Otter pricing and plan limitsotter.ai

    USD base monthly/annual rates, regional promotions, transcription/import caps, history and Chat allowances.

  • Otter Quick Start Guidehelp.otter.ai

    Free signup, required email verification, recording/import choices and calendar-based meeting capture.

  • Using Otter Chat during a meetinghelp.otter.ai

    An official example asks Chat to draft a follow-up email; responses can be copied into email or documents.

  • Otter sales follow-up emailhelp.otter.ai

    The one-click Sales Insights feature requires Enterprise and produces a draft to copy into email.

  • Otter AI Chat and Work rollouthelp.otter.ai

    The Chat/Work experience is rolling out; app actions require the relevant connection. Updated 2026-09-17.

  • Otter privacy policyotter.ai

    Cloud processing, recording permission responsibility and proprietary training on de-identified recordings/transcripts. Effective 2026-06-16.

Frequently asked questions

What does Otter.ai do?

Transcribe meetings, review action items, and ask AI Chat for a follow-up draft.

How much does Otter.ai cost?

Basic offers 300 transcription minutes per month, 30 minutes per conversation and 3 lifetime file imports. Pro is $16.99/user/month; Business is $30/user/month before promotions.

What should I check before using Otter.ai?

The free minute, import, history and Chat limits can be too small for a busy meeting schedule.