LEVERAGING AI – Transcription Tools for Sales

Otter is the most versatile AI – powered transcription on the market today. It transcribes all your meetings, interviews, lectures, and everyday voice conversations in real time, so you can focus on the discussion. Instantly receive automated notes, summaries, outlines, and action items for every meeting.  All notes are searchable, and shareable.


Integrates with Zoom, Google Meet, Slack and Microsoft Teams meetings.  



  • AI tool for recording audio, transcribing, writing notes, capturing slides, and generating summaries for virtual or in-person meetings. 
  • AI-powered chatbot that helps you find the most important information shared during a meeting.
  • Otter also automatically generates a summary, outline and action items for every meeting. These summaries make it easy to catch up on the assignments and main takeaways without reading or listening to the full transcript — a great time saver. 
  • Audio of the meeting is combined with the transcribed text. So when you go through the transcript and click on one section of the text, the audio from that point will play. You can follow along with the text as the audio plays. This makes it easy to edit your transcript since you can hear the exact audio you need while editing the transcript text. Other services like Zoom and Microsoft Teams don’t combine the meeting audio with the transcript, so this is a major perk to using Otter. 
  • You’ll get the most value out of the service if your calendar is more meeting-heavy, as Otter helps you note important action items and decisions made in each meeting. 
    • You can use Otter as a standalone service or integrate it with your accounts on Zoom, Google Meet, Slack, Microsoft Teams and more. If you do integrate it with your calendars, you can easily see all your meetings for the day in the left side menu and decide which you want to use Otter to record by easily toggling on and off the microphone widget. Otter will finalize your transcript quickly. 
    • You can tag each speaker with their name, and Otter will automatically update the transcript to reflect each voice with their assigned name. You don’t have to worry about tagging the speaker in every section — occasionally Otter will struggle to confirm the voice, but it’s usually quick and easy.
  • Available as an App for Apple and Google and as a Chrome Extension
  • See also: OtterPilot™ for Sales automatically extracts Sales Insights, writes follow-up emails, and pushes call notes to Salesforce and HubSpot.


Many Uses

  • Take meeting notes automatically, and share with teammates to keep everyone in sync
  • Record and transcribe interviews, lectures, podcasts, videos, webinars, keynotes
  • Provide live captioning to the deaf and hard-of-hearing communities, ESL learners, and anyone with accessibility needs


Record & Transcribe Live

  • Record instantly in one tap, with widget and shortcut too
  • Transcribe in real time (when online) with high accuracy
  • Highlight the key points to review later
  • Insert photos of whiteboard discussions, slides, etc.
  • Input audio via built-in mic or Bluetooth device


Enrich Notes with AI

  • Punctuate, capitalize, and break paragraphs automatically
  • Identify speakers (after some training)
  • Generate word clouds and summary keywords; tap on a word to jump to where it was said
  • Automated Slide Capture during virtual meetings
  • Automated Summary after all meetings


Share & Collaborate

  • Start a recording inside a group to share the transcript live
  • Invite group members to view, edit, and highlight collaboratively. All highlights will be captured in the Takeaways panel.
  • Within the Takeaways panel, add comments and assign action items
  • Share externally via links


Search & Playback

  • Search the text so you don’t have to scrub through the whole audio
  • Playback at adjustable speeds
  • Follow along the highlighted word as the audio is playing
  • Tap on any word to jump the audio to that spot


Edit & Highlight

  • Edit the text to correct any errors
  • Tag the speakers to label the paragraphs and train Otter to identify speakers too
  • Highlight sentences in one tap


Organize & Export

  • Organize conversations into personal folders
  • Copy to clipboard, or share directly to other apps
  • Export as PDF, TXT, SRT, MP3


Import & Sync

  • Import audio and video files
  • Sync your Zoom account to transcribe cloud recordings
  • Upload from other call recording apps
  • Sync your calendars to be reminded to record your meetings and auto-title your notes
  • Import your contacts for easy sharing


Optimized for iOS

  • Start/Stop recording with Siri Shortcut & home widget
  • Record via AirPods
  • Sync with iOS Calendar, Contacts & Camera
  • Preview conversations with 3D Touch
  • Lock with Face/Touch ID
  • Print via AirPrint
  • Adjust font size with Dynamic Type


Otter Pro

  • More playback speeds and skip silence
  • Bulk export
  • Choose either monthly billing or save big with yearly billing
  • Payment will be charged to your iTunes Account at confirmation of purchase
  • Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period
  • Account will be charged for renewal within 24-hours prior to the end of the current period
  • You can manage your subscriptions in Settings and auto-renewal may be turned off by going to your Account Settings after purchase
  • Any unused portion of a free trial period, if offered, will be forfeited when you purchase a subscription

“Otter.ai Is A Gem For Transcribing Your Recorded Thoughts Into Writing” – Forbes 2023

“Apps We Love 2019” – App Store

“7 Best Apps of 2018” – Mashable

“25 Best New Apps of 2018” – Fast Company


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