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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

  1. Go to otter.ai or search "Otter AI" in the App Store / Google Play
  2. Download and install
  3. Create a free account with your work or personal email
  4. Open the app — you'll see the main screen with a record button and conversation history
Tools:Otter.ai