1
of 5— Install and set up Otter.ai
What you'll accomplish
This guide sets you up to run a client coverage review, carrier call, or prospect meeting and get a complete, searchable transcript automatically. You never miss a follow-up item, risk change, or coverage need that came up in conversation. Instead of splitting your attention between listening and note-taking, you listen fully and let Otter handle the documentation.
What you'll need
- iPhone or Android smartphone
- Otter.ai app (free at otter.ai or your app store)
- Time needed: 15 minutes setup; press Record and done after that
- Cost: Free (300 min/month); $10/month for unlimited
How-To Guide: Use Otter.ai to Capture Client Meeting Notes
Step 1: Install and set up Otter.ai
- Open your phone's App Store → search "Otter AI"
- Download Otter: AI Meeting Notes & Transcribe
- Open the app → tap Sign up with your personal email
- Allow microphone access when prompted
What you should see: The Otter home screen with a large recording button
Tools:Otter.ai