Configure Your Workspace and Folder Structure
We audit your existing Otter.ai workspace and build a folder hierarchy that matches how your team actually works, whether that's by client, project, show, or meeting type. Naming conventions are standardized so transcripts are searchable and retrievable without manual hunting. If you have multiple workspaces or team members under one account, we organize those too.
Clean and Edit Raw Transcripts for Accuracy
Automated transcripts contain speaker misattributions, filler words, and terminology errors that make them hard to use downstream. We review and correct speaker labels, fix proper nouns and industry-specific terms, and remove content that shouldn't be in the final record. The result is a transcript that can be shared with a client, dropped into a doc, or handed to an editor without embarrassment.
Extract Action Items, Summaries, and Key Quotes
We go through completed transcripts and pull out the content your team actually needs: follow-up tasks, decisions made, notable quotes for marketing, or key takeaways for a recap email. These are delivered in whatever format fits your workflow, a shared doc, a project management task, a Slack message, or a formatted summary inside the transcript note itself. This turns every recorded meeting or interview into a usable artifact.
Build Transcript-to-Content Pipelines for Podcasts and Video
For podcast hosts and video producers, we take Otter.ai transcripts and format them for show notes, blog posts, or caption files. We apply your brand voice guidelines, pull the strongest quotes for social content, and structure each piece so it's ready for your editor or publishing platform with minimal revision. This removes the gap between recording something and actually publishing it.
Connect Otter.ai to Your Existing Tools via Integrations
We set up and maintain Otter.ai's native integrations with Zoom, Google Meet, and Microsoft Teams so recordings are captured automatically without manual imports. Where Otter.ai connects to tools like Notion, Slack, or Zapier, we configure those handoffs so transcripts and summaries land where your team already works. We document every integration so nothing breaks silently when a tool updates.
Audit an Existing Otter.ai Library for Gaps and Disorganization
If you have months or years of recordings sitting in Otter.ai with no consistent structure, we conduct a full library audit: identifying unlabeled recordings, correcting misfiled transcripts, flagging duplicates, and building a remediation plan. We then work through the backlog systematically so your archive becomes a resource rather than a pile. This is especially common for teams that onboard Otter.ai without a setup plan.