How to Use Otter.ai
A beginner-friendly guide to getting started with Otter.ai in 2026.
Getting Started: Step by Step
Create your Otter.ai account
Visit Otter.ai's website and sign up for a free account. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Otter.ai workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore live-transcription
One of Otter.ai's key features is live-transcription. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore meeting-summary
One of Otter.ai's key features is meeting-summary. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore action-items
One of Otter.ai's key features is action-items. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Otter.ai with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Otter.ai for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Otter.ai's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Set up team channels or spaces early to keep projects organized as your team grows.
- Check Otter.ai's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Otter.ai isn't the right fit, here are some similar tools:
Ready to Try Otter.ai?
AI meeting assistant that records, transcribes, and summarizes meetings with automatic action items.