Otter

Otter started as a transcription tool. It is now the closest thing the mid-market has to a conversational memory for the whole company. OtterPilot joins every meeting, captures the audio, and turns it into structured notes that anyone on the team can search, summarise, or action. The tools your team already uses (Zoom, Teams, Google Meet, Slack, Salesforce, HubSpot) plug in around it.

What Otter Does

Otter is built around one idea: every meeting should produce a written, searchable record without anyone typing it up. The product sits on top of your conferencing tools and the AI does the rest.

• OtterPilot, an AI assistant that auto-joins Zoom, Microsoft Teams, and Google Meet calls and records, transcribes, and summarises in real time.
• Live transcription with speaker recognition, supported in English, French, Spanish, and a handful of additional languages.
• Auto-generated summaries with decisions, action items, and key takeaways extracted from each conversation.
• Otter AI Chat, a query interface that lets anyone ask questions across the entire meeting history and connected apps.
• Channels for organising meetings by team, project, or account so the right people see the right transcripts.
• Sales-specific agents (Otter Sales Notetaker, SDR Agent) that push deal notes into HubSpot or Salesforce and can even run live demos on standby.
• Mobile capture for in-person meetings, so client lunches and field visits become structured records the same way Zoom calls do.

Otter's AI

The AI layer is where Otter stops being a transcription tool and starts being useful. OtterPilot joins meetings on your behalf, but the heavier lifting happens after the call: summaries, action items, follow-up emails drafted from the transcript, custom AI workflows that fire on every meeting matching certain rules, and Otter AI Chat sitting on top of the whole archive. Ask it "what did we promise the Acme account in March?" and it returns the answer with quoted transcript snippets. For sales teams, the Sales Notetaker pushes structured deal context directly into the CRM so AEs stop writing call notes after every demo.

Automations We Build with Otter

Otter on its own captures everything. The leverage comes from what happens after the meeting ends. These are the plays we build for mid-market operators who already use Otter but treat it as a passive recorder.

• Action item routing into ClickUp, Asana, or Linear. Every action item Otter extracts gets created as a task with an owner, due date, and link back to the transcript. The chief of staff stops being the human relay between calls and project tools.
• Sales call enrichment into HubSpot or Salesforce. We map Otter summaries to deal stages, BANT fields, and next-step properties so the CRM updates itself after every conversation.
• Slack digests by channel or team. Weekly summaries of every meeting in a workstream get auto-posted to a Slack channel so leadership reads one message instead of opening twenty transcripts.
• Client follow-up email drafts. After every external meeting, an AI agent drafts a recap email and parks it in the rep's Gmail or Outlook drafts. Reps edit and send. Average follow-up time drops from days to minutes.
• Risk and red-flag alerts. We watch transcripts for keywords (churn, cancel, lawsuit, refund, competitor name) and ping the account owner the second a customer says them on a call.
• Knowledge base sync. Decisions and FAQs surfaced in meetings get pushed into Notion or a help centre so the same questions stop getting re-litigated in the next meeting.
• Compliance archive. Regulated teams get every transcript piped into a structured archive with retention policies, redaction, and audit logs. When the regulator asks, you answer in minutes.

Why Teams Choose Otter

• It works across every conferencing tool. Zoom, Teams, Google Meet, in-person mobile capture. No team is left out because they picked the wrong video platform.
• Otter Chat turns meeting history into searchable knowledge. Six months of calls become a queryable database instead of audio files no one revisits.
• Pricing is per-seat and starts around $20/user/month on the Business plan, which most mid-market operators can absorb without a procurement cycle.
• Enterprise tier covers SSO, SCIM, HIPAA (add-on), API and webhook access, and custom CRM integrations. The compliance ceiling is high enough for regulated mid-market.
• The AI is opinionated about action items, not just summaries. That single feature is what makes the output usable instead of a wall of text no one reads.

Otter integrates natively with Zoom, Microsoft Teams, Google Meet, Google Calendar, Slack, HubSpot, Salesforce, Notion, Asana, Jira, and Dropbox, with API and webhook access on Enterprise. Pricing starts free for personal use, $16.99/user/month on Pro (annual $8.33), $30/user/month on Business (annual $19.99), and custom for Enterprise (verified May 2026, check otter.ai/pricing for current). That is the build we do: turn Otter from a passive transcript archive into an active layer that updates your CRM, fires Slack alerts, drafts your follow-ups, and routes work to the people who need to do it. If that sounds like what your meeting-heavy team needs, that is the conversation to have.