Address
Level 8/25 Restwell Street, Bankstown NSW 2200, Australia
Business Hours
Monday to Friday: 10AM - 6PM
Weekend: CLOSED
Otter.ai
Turn every meeting into searchable, actionable notes with Otter.ai. This self-paced course shows you how to use Otter’s AI meeting assistant to record, transcribe and summarise conversations across Zoom, Microsoft Teams and Google Meet. You’ll work with live transcription, AI chat, action items, channels, slide capture and custom vocabulary, and explore integrations and specialised agents for sales, recruiting, education and media. It also covers choosing the right plan, along with prompt tips, productivity best practices and security considerations.
Duration
1 Day (4 Hours)
Modules
3 Modules
Course type
Tools
Course Overview
Otter.ai is an AI meeting assistant that records, transcribes, summarizes, and organizes conversations across Zoom, Teams, and Google Meet. The course/manual explains plan options, setup, live transcription, AI chat, action items, channels, slide capture, custom vocabulary, integrations, and advanced agents for sales, recruiting, education, and media. It also covers prompt tips, productivity best practices, and security considerations, helping individuals and teams turn meetings into searchable, actionable knowledge while choosing the right plan for their needs more efficiently and securely overall.
Before You Begin
- Access to Otter desktop/mobile app or Chrome extension plus Google/Microsoft Calendar and Zoom, Google Meet, or Microsoft Teams integrations
- Otter plan – Basic, Pro, Business, or Enterprise
- Otter.ai account with email verification
Key outcomes
- Understand how to generate quick meeting summaries, key takeaways, and important notes without manual effort.
- Learn how to record meetings and convert speech into searchable text instantly.
- Use AI Chat to ask questions about meetings, find important details, and create follow-up content faster.
- Learn how to connect Otter.ai with Zoom, Google Meet, Teams, calendars, and other apps for smoother teamwork.
- Learn how to identify tasks, decisions, and next steps from conversations so nothing gets missed.
Tools you’ll use
Otter.ai web app
S
Slack
S
Salesforce
H
HubSpot
A
and Dropbox integrations
Z
Zoom
G
Google Meet
A
and Microsoft Teams integrations
Otter Chrome Extension
Otter AI Chat
Google/Microsoft Calendar integration
Otter mobile app
Skills you’ll gain
- Real-time meeting transcription
- AI-generated summaries and action items
- Transcript organization and collaboration
- Integrations with meeting and productivity tools
- AI chat for insights and follow-ups
What You’ll Learn
3 modules
1Module 1: Real-Time Meeting Transcription and Summarization
1.1 Struggling to Capture All Important Points in Virtual Meetings
1.2 Difficulty Summarizing Long Meetings
1.3 Not Being Able to Find Specific Information in Transcriptions
1.4 Missing Action Items from Meeting Discussions
1.2 Difficulty Summarizing Long Meetings
1.3 Not Being Able to Find Specific Information in Transcriptions
1.4 Missing Action Items from Meeting Discussions
2Module 2: AI Conversation Analysis and Chat
2.1 Spending Too Much Time Reviewing Transcripts for Key Decisions
2.2 Needing Quick Access to Client or Team Feedback
2.3 Overwhelmed by Lengthy Meeting Notes and Feedback Loops
2.4 Difficulty in Monitoring Follow-Ups and Progress
2.2 Needing Quick Access to Client or Team Feedback
2.3 Overwhelmed by Lengthy Meeting Notes and Feedback Loops
2.4 Difficulty in Monitoring Follow-Ups and Progress
3Module 3: Workflow Automation for Sales and HR Teams
3.1 Manually Logging Sales Calls and Insights into CRM Systems
3.2 Struggling to Transcribe and Organize HR Interviews and Onboarding Sessions
3.3 Difficulty Streamlining Communication Between Sales and HR Teams
3.4 Inconsistent Access to Past Conversations and Knowledge Base
3.2 Struggling to Transcribe and Organize HR Interviews and Onboarding Sessions
3.3 Difficulty Streamlining Communication Between Sales and HR Teams
3.4 Inconsistent Access to Past Conversations and Knowledge Base
Certification & Credentials
Certificate track
1 Day (4 Hours)
High-Quality Video Lessons
Digital courseware, e-books & audio access
Recorded sessions, accessible on tablet & phone
AI mentor support & module quizzes
Target Audience
Intended roles
- Audio Content Producer
- Business Productivity Specialist
- Cross-Functional Communication Lead
- Customer Experience Specialist
- Customer Service Specialist
- Dynamics 365 Customer Experience Consultant
- HR Manager
- Learning & Development Specialist
- Microsoft 365 Administrator
- People Manager
- PMO Specialist
- Project Manager
- Remote Team Coordinator
- Sales Enablement Specialist
- Team Lead
- Transformation Executive
Learning Resources
Videos & Engaging Visual Content
Podcasts & Audiobooks
Expert discussions and audio episodes covering key topics
E-Books
Downloadable guides
Module-Wise Quizzes
Interactive quizzes after each module to reinforce learning.
Frequently asked questions
What can Otter AI Chat help with?
Otter AI Chat can answer questions about meetings, generate summaries, extract decisions and action items, and even draft follow-up emails or meeting minutes.
Can Otter.ai join meetings automatically?
Yes. After connecting your Google or Microsoft calendar, Otter Notetaker can automatically join Zoom, Google Meet, and Microsoft Teams meetings, even if you are not present.
How can I improve transcription accuracy?
You can improve accuracy by labeling speakers, adding custom vocabulary such as names and acronyms, using clear microphones, and reducing background noise or overlapping speech.
What does Otter.ai do?
Otter.ai records, transcribes, summarizes, and organizes meetings so users can focus on the discussion instead of manual note-taking. It also extracts action items and supports AI chat for follow-ups.
Which Otter plan should I choose?
Basic is suitable for trying the platform, Pro works well for individual professionals, Business is better for teams needing collaboration and admin controls, and Enterprise is designed for large organizations needing CRM integrations and stronger security.
| Duration | 1 Day (4 Hours) |
|---|---|
| Modules | 3 Modules |
| Course type | Tools |
| Category | Tools |
| Intended roles | Audio Content Producer, Business Productivity Specialist, Cross-Functional Communication Lead, Customer Experience Specialist, Customer Service Specialist, Dynamics 365 Customer Experience Consultant, HR Manager, Learning & Development Specialist, Microsoft 365 Administrator, People Manager, PMO Specialist, Project Manager, Remote Team Coordinator, Sales Enablement Specialist, Team Lead, Transformation Executive |
| Prerequisites | Access to Otter desktop/mobile app or Chrome extension plus Google/Microsoft Calendar and Zoom, Google Meet, or Microsoft Teams integrations, Otter plan – Basic, Pro, Business, or Enterprise, Otter.ai account with email verification |
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