1
of 6— Create your Otter.ai account
What you'll accomplish
By the end of this guide, you'll have Otter.ai set up to automatically transcribe your client calls, summarize the key points, and give you clean notes you can paste into your AMS or CRM in under 2 minutes — instead of writing from memory for 15–20 minutes after every call.
What you'll need
- An Otter.ai account (free plan works to start; paid plan adds more features)
- A smartphone or computer with a microphone
- Time needed: 30–45 minutes for setup; 2 minutes per call after that
- Cost: Free (limited transcription hours) / $10–17/month Pro
How-To Guide: AI Call Transcription and CRM Note Automation
Step 1: Create your Otter.ai account
Open a browser and go to otter.ai. Click Get started for free. Sign up with Google, Apple, or your email. You'll land on your Otter dashboard.
What you should see: A clean dashboard with "My Conversations" and a red record button at the top.
Troubleshooting: If you sign up with Google, use the same Google account you use for Gmail so they stay connected.