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AI for Operations Manager
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What you'll accomplish

By the end of this guide, you'll have Otter.ai running in your operations meetings — capturing everything said, generating summaries, and producing action item lists — so you can lead the meeting instead of taking notes, and still have a complete record with clear assignments afterward.

What you'll need

  • A smartphone OR laptop with Chrome browser (for in-person or virtual meetings)
  • Otter.ai account (free at otter.ai)
  • Time needed: 15 minutes to set up; 2 minutes to start per meeting
  • Cost: Free (600 minutes/month) / $10/month for Pro (unlimited minutes + more AI features)

How-To Guide: Meeting Transcription and Action Item Tracking with Otter.ai

Step 1: Create Your Otter.ai Account

Go to otter.ai. Click Sign Up and create an account with your work or personal email.

What you should see: The Otter.ai home screen with a large record button and a list of past recordings (empty for now).