Otter.ai is a efficient sales tool for notetaking and drafting follow up correspondence
January 02, 2026

Otter.ai is a efficient sales tool for notetaking and drafting follow up correspondence

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Otter.ai

We trialed Otter.ai at our organization, mostly for client planning meetings, to simply help manage the details, and to literally be a detailed notetaker, especially when a team member wasn't present to assist. Otter.ai was able to provide written notes much faster than we were, and helped to create follow-up emails and task lists efficiently.

Pros

  • Quick detailed notes immediately following meeting
  • Templates to help format the notes based on meeting type
  • Write comprehensive post meeting follow up emails

Cons

  • The whole trial situation with invites going to everyone was hard to get a handle on
  • Pricing was hard to understand, with the trial and minutes used,etc...
  • Time Savings
  • Accuracy/Detail/Organization of Notes
Dashboard is easy to understand and navigatable.

Do you think Otter.ai delivers good value for the price?

Yes

Are you happy with Otter.ai's feature set?

Yes

Did Otter.ai live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Otter.ai go as expected?

I wasn't involved with the implementation phase

Would you buy Otter.ai again?

Yes

Otter.ai is well suited for meetings where there are many details and timelines discussed. Also well suited for in person meetings when you need a notetaker. I've used it on my phone with an in-person meeting and it was very effective and helpful.

Otter.ai Feature Ratings

Transcription
7
Summarization
8
Action items
8
Recording
8
Meeting snippets
7
Integrations with collaboration tools
Not Rated
Conversation intelligence
7
Chatbot
Not Rated
Productivity assistance
7

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