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📚Complete Guide

Otter.ai Tutorial: Get Started in 5 Minutes [2026]

Master Otter.ai with our step-by-step tutorial, detailed feature walkthrough, and expert tips.

Get Started with Otter.ai →Full Review ↗
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Getting Started with Otter.ai

1

Create a free Basic account Connect a calendar or meeting platform Invite Otter to a meeting or start an in

2

app recording Review the transcript, summary, action items, and exports

💡 Quick Start: Follow these 2 steps in order to get up and running with Otter.ai quickly.

🔍 Otter.ai Features Deep Dive

Explore the key features that make Otter.ai powerful for ai meeting transcription workflows.

AI meeting transcription

What it does:

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AI summaries and action items

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AI Chat

What it does:

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Meeting workflows and templates

What it does:

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Collaboration and sharing

What it does:

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Exports and playback

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Sales and CRM workflows

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Enterprise administration

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❓ Frequently Asked Questions

Does Otter.ai work with Zoom, Microsoft Teams, and Google Meet?

Yes. Otter lists support for Zoom, Microsoft Teams, and Google Meet, including the ability to join meetings to write and share notes. Specific live notes, captioning, replay, and permission features vary by platform and plan.

Is there a free Otter.ai plan?

Yes. The Basic plan is free and includes live transcription, speaker identification, audio recording playback, multi-language support, iOS and Android apps, AI Chat, AI meeting workflows, and 300 monthly transcription minutes. It also has limits such as 3 lifetime file imports and a 30 minute maximum transcription time per conversation.

What is the difference between Pro and Business?

Pro is built for individuals and small teams, with 1,200 in-app recording minutes, 10 monthly file imports, up to 90 minutes per meeting, unlimited storage, advanced search and export, and advanced meeting templates. Business adds unlimited meetings and in-app recordings, custom AI workflows, unlimited file imports subject to stated limits, up to 4 hours per meeting, activity logs, usage analytics, prioritized support, and the ability to join 3 concurrent meetings.

Can Otter.ai export transcripts?

Yes. Export formats depend on plan. Basic lists mp3 and txt exports, while paid plans include formats such as mp3, txt, pdf, docx, and srt, with bulk export available on higher tiers.

Does Otter.ai offer enterprise security controls?

Yes. Enterprise includes controls such as SSO, SCIM, domain capture, enterprise-grade security and controls, Otter API and webhooks, customer success, custom integrations, and optional HIPAA compliance. Some controls have requirements, such as minimum user thresholds for SSO and SCIM.

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Ready to Get Started?

Now that you know how to use Otter.ai, it's time to put this knowledge into practice.

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Try It Out

Sign up and follow the tutorial steps

📖

Read Reviews

Check pros, cons, and user feedback

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Start Using Otter.ai Today

Follow our tutorial and master this powerful ai meeting transcription tool in minutes.

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Tutorial updated March 2026