What you'll accomplish
By the end of this guide, you'll have Otter.ai set up to automatically record and transcribe your client meetings. After each meeting, you'll paste the transcript summary into ChatGPT and get a clean, structured CRM entry in under 2 minutes — instead of spending 15–20 minutes writing notes from memory.
What you'll need
How-To Guide: Meeting Transcription and CRM Notes
What you should see: Your Otter.ai dashboard — a clean interface with a large record button.
Troubleshooting: If you want more minutes, the Pro plan ($16.99/month) gives unlimited recording. Most advisors can work with the free tier by recording only their most important planning meetings.