1
of 6— Install and set up Otter.ai
What you'll accomplish
By the end of this guide, you'll have Otter.ai set up to automatically transcribe and summarize your quality review meetings — management quality reviews, CAPA review boards, deviation review meetings — producing accurate meeting minutes with action items captured automatically instead of relying on manual notes.
What you'll need
- A smartphone or laptop with Otter.ai installed (otter.ai — free plan available)
- A free Otter.ai account
- Your quality review meetings run over audio (in-person, phone, or video)
- Time needed: 20 minutes to install and configure; runs automatically at meetings after
- Cost: Free (300 min/month transcription); {{tool:Otter.ai.price}} for unlimited
- Note: Inform all meeting participants that AI transcription is being used — standard practice and required for compliance environments
How-To Guide: Otter.ai for Quality Review Meeting Documentation
Step 1: Install and set up Otter.ai
- Go to otter.ai or search "Otter AI" in the App Store / Google Play
- Download and install
- Create a free account with your work or personal email
- Open the app — you'll see the main screen with a record button and conversation history
Tools:Otter.ai