Otter.ai

What is Otter.ai?

Otter.ai is an AI meeting assistant that records and transcribes conversations in real time, then generates a structured summary with decisions and action items automatically extracted. It works with Zoom, Google Meet and Microsoft Teams either by joining as a bot or, on desktop, by recording locally without a bot appearing in the call. Transcripts include speaker labels, and the platform stores every meeting in a searchable workspace so you can query past conversations using natural language through Otter AI Chat.

Beyond transcription, Otter connects to CRM systems and project tools. On Pro and Business plans, meeting notes and action items can be pushed directly to Salesforce or HubSpot contact records, and synced to Slack, Notion, Jira or Asana. An MCP Server lets external AI tools — including ChatGPT and Claude — query Otter’s meeting data, positioning the product as a knowledge layer rather than just a note-taking app. The free tier is limited to 300 transcription minutes per month and 25 stored conversations, which constrains it to light or evaluation use.

Who is it for?

Otter.ai targets professionals and teams who spend significant time in meetings and need a reliable record without manual note-taking. It is particularly strong for sales teams, where the CRM sync removes the post-call logging burden, and for distributed or hybrid teams that need asynchronous access to meeting content.

Specific user types who get the most value:

• Sales reps and SDRs who need call notes logged to Salesforce or HubSpot automatically and want coaching insights from recorded demos.
• Students and academics who record lectures or research interviews and need timestamped, searchable transcripts for study or citation.
• Journalists and podcasters who transcribe interviews and want to search quotes across a library of recordings.
• Team leads and project managers who need action items extracted from standups and planning calls without attending every meeting synchronously.