of 5— Create your Otter.ai account

What you'll accomplish

You'll set up Otter.ai to automatically transcribe your HR meetings — interviews, investigations, disciplinary conversations — so you have an accurate, searchable record without taking manual notes during the meeting.

What you'll need

An Otter.ai account at otter.ai (free tier works for most use cases)
A smartphone or laptop microphone (or Zoom/Teams integration)
Time needed: 10 minutes to set up; automatic after that
Cost: Free (600 min/month transcription) or Pro $16.99/mo (6,000 min/month + AI summaries)

How-To Guide: Transcribe HR Meetings with Otter.ai

Step 1: Create your Otter.ai account

Go to otter.ai and click Get Started Free. Sign up with your work email. Complete the brief onboarding.

What you should see: Your Otter.ai dashboard with your conversation history (empty to start) Troubleshooting: If prompted to install the browser extension, do so — it enables Zoom and Google Meet auto-joining