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Otter.ai

Intermediate

Be present in the meeting and still walk out with perfect notes. You'll leave able to scope what Otter records, shape summaries into decisions and owned action items, question months of transcripts like a colleague with perfect recall, and turn a messy call into a follow-up email people act on.

~68 min total13 lessons4 modules
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The path from curious to capable.

Each stop is a tiny lesson. Finish one to unlock the next.

01

Module 1 · Fundamentals

What Otter does, how it gets into your meetings, and choosing what it hears.

  1. Read· 3 minUp next

    Meet Otter.ai

  2. Read· 4 min

    Connecting Otter to your calendar and calls

  3. Try it· 7 min

    Plan your setup

02

Module 2 · Getting Value From Transcripts

Summaries in the shape you need, and answers across months of meetings.

  1. Read· 4 min

    Automated summaries and action items

  2. Try it· 7 min

    Request a summary format

  3. Read· 4 min

    Searching and asking across past meetings

  4. Try it· 6 min

    Write a cross-meeting question

  5. Quiz· 4 min

    Checkpoint quiz

03

Module 3 · Practical Use

Handing work to people, recording without being creepy, and the classic traps.

  1. Read· 4 min

    Sharing notes and assigning action items

  2. Read· 4 min

    Meeting etiquette and consent

  3. Read· 5 min

    Common mistakes with Otter.ai

04

Module 4 · Wrap-Up

One real follow-up email, then prove it on the final quiz.

  1. Try it· 10 min

    Mini project: meeting follow-up

  2. Quiz· 6 min

    Final checkpoint

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