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AI for Project Management Specialist
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What you'll accomplish

By the end of this guide, Otter.ai will automatically transcribe your project meetings — whether you're on Zoom, Teams, Google Meet, or an in-person meeting — and generate AI-written notes with action items. You'll stop being the person in the meeting who can't look up from their notepad.

What you'll need

  • Otter.ai account (free tier: 600 minutes/month; Pro: unlimited)
  • A smartphone or computer for in-person meetings; browser extension for video calls
  • Time needed: 20 minutes to set up; 0 minutes of note-taking after that
  • Cost: Free for 600 min/month; Pro plan ~$17/month for unlimited

How-To Guide: Use Otter.ai for Hands-Free Meeting Notes

Step 1: Create Your Otter.ai Account

  1. Go to otter.ai and click Get Started Free
  2. Sign up with your work Google or Microsoft account
  3. On the setup screen, choose your role: Project Manager
  4. You'll land on the Otter dashboard — a simple interface showing past transcripts and a record button

What you should see: A dashboard with a large blue Record button, and if you connected your calendar, a list of upcoming meetings.

Tools:Otter.ai