- step1: Sign into your Otter.ai account on desktop or mobile (iOS and Android).
- step2: Connect Otter to your Google or Microsoft calendar to automatically join meetings.
- step3: Start recording your meeting or conversation using the Otter.ai app.
- step4: Otter will transcribe the audio in real-time, capturing slides and action items.
- step5: Review the transcription, make edits if needed, and share with your team.
- step6: Use the search function to find specific text or action items within your notes.
- step7: Sync Otter with other collaboration tools like Salesforce or Microsoft SharePoint.