For Business Analyst / Process Improvement Analysts ·
What you'll accomplish
With Otter.ai set up to automatically join your Teams or Zoom meetings, you can fully participate in workshops instead of furiously taking notes. The bot transcribes every word and generates a summary with action items. Post-meeting documentation time drops from 60-90 minutes to under 10.
What you'll need
What you should see: Your Otter dashboard with a "My Conversations" section. Troubleshooting: If sign-in with work email is blocked by your organization's SSO, use your personal email for a trial first.
What you should see: Your upcoming meetings appear in Otter's calendar view within 1-2 minutes.
What you should see: A green checkmark confirming OtterPilot is enabled. Troubleshooting: If your organization's meeting host settings block external bots, you can manually start recording in Otter during a meeting instead.
For a test, find an upcoming meeting in Otter's calendar view. Click on it and toggle "OtterPilot will join this meeting" if you want to control it per-meeting.
What you should see: A timestamped transcript, 5-8 bullet summary, and a list of action items with speaker attribution.
After copying transcript text to ChatGPT or Claude, use these:
Convert transcript to requirements:
Extract all business requirements from this meeting transcript. Format as numbered functional requirements with clear, testable language. [Paste transcript section]
Extract open questions:
List all questions that were raised but NOT answered in this meeting transcript. Include who asked and what context prompted the question. [Paste transcript]
Generate stakeholder summary:
From this transcript, summarize each stakeholder's main concerns and priorities in 2 bullets per person. [Paste transcript]
Identify decisions vs. open items:
From this transcript, create two lists: (1) Decisions Made with rationale, and (2) Open Questions still requiring answers. [Paste transcript]